Purchases and Sales Made in Q3 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 2024. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-37- 1.59% |
$6.48K - $8.27K
|
2.29K
$598K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-37- 0.32% |
$6.48K - $8.27K
|
11.7K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-37- 0.3% |
$6.48K - $8.27K
|
12.5K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-38- 2.31% |
$6.65K - $8.49K
|
1.6K
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-38- 0.68% |
$6.65K - $8.49K
|
5.57K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-38- 0.13% |
$6.65K - $8.49K
|
29.2K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-38- 1.44% |
$6.65K - $8.49K
|
2.6K
$680K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-39- 1.94% |
$6.83K - $8.71K
|
1.98K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-39- 2.56% |
$6.83K - $8.71K
|
1.49K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-40- 0.23% |
$7K - $8.94K
|
17.6K
$4.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 1.57% |
$7K - $8.94K
|
2.51K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 1.34% |
$7K - $8.94K
|
2.95K
$772K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-40- 2.22% |
$7K - $8.94K
|
1.76K
$460K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 0.19% |
$7K - $8.94K
|
21.2K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-40- 24.24% |
$7K - $8.94K
|
125
$32.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-40- 2.28% |
$7K - $8.94K
|
1.71K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-41- 1.47% |
$7.18K - $9.16K
|
2.75K
$719K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-42- 0.4% |
$7.35K - $9.38K
|
10.4K
$2.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-43- 1.04% |
$7.53K - $9.61K
|
4.08K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-43- 15.87% |
$7.53K - $9.61K
|
228
$59.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-44- 1.09% |
$7.7K - $9.83K
|
4K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-45- 0.28% |
$7.88K - $10.1K
|
15.9K
$4.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-45- 1.41% |
$7.88K - $10.1K
|
3.14K
$821K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-45- 2.16% |
$7.88K - $10.1K
|
2.04K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-45- 1.3% |
$7.88K - $10.1K
|
3.43K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-45- 0.5% |
$7.88K - $10.1K
|
8.99K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-45- 1.71% |
$7.88K - $10.1K
|
2.59K
$676K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-45- 4.19% |
$7.88K - $10.1K
|
1.03K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-46- 0.31% |
$8.05K - $10.3K
|
14.9K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-46- 1.11% |
$8.05K - $10.3K
|
4.11K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-46- 2.88% |
$8.05K - $10.3K
|
1.55K
$406K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-47- 2.9% |
$8.23K - $10.5K
|
1.58K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-48- 1.43% |
$8.4K - $10.7K
|
3.3K
$862K
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-50- 0.2% |
$8.76K - $11.2K
|
25.1K
$6.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 1.35% |
$8.76K - $11.2K
|
3.65K
$953K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 1.63% |
$8.76K - $11.2K
|
3.01K
$788K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-50- 2.45% |
$8.76K - $11.2K
|
1.99K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-50- 1.34% |
$8.76K - $11.2K
|
3.69K
$964K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-50- 1.57% |
$8.76K - $11.2K
|
3.14K
$820K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.67% |
$8.76K - $11.2K
|
7.47K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 2.93% |
$8.76K - $11.2K
|
1.66K
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 4.55% |
$8.76K - $11.2K
|
1.05K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-50- 2.2% |
$8.76K - $11.2K
|
2.23K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 1.55% |
$8.76K - $11.2K
|
3.19K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 4.06% |
$8.76K - $11.2K
|
1.18K
$309K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 1.96% |
$8.76K - $11.2K
|
2.5K
$654K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-51- 2.82% |
$8.93K - $11.4K
|
1.76K
$460K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-52- 1.66% |
$9.11K - $11.6K
|
3.09K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-52- 8.31% |
$9.11K - $11.6K
|
574
$150K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-53- 4.34% |
$9.28K - $11.8K
|
1.17K
$305K
|