Purchases and Sales Made in Q4 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
58+ 0.82% |
$11.9K - $13.8K
|
7.16K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
58+ 6.11% |
$11.9K - $13.8K
|
1.01K
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
56+ 56.0% |
$11.5K - $13.3K
|
156
$39.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
55+ 4.03% |
$11.3K - $13.1K
|
1.42K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
55+ 5.98% |
$11.3K - $13.1K
|
975
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
55+ 0.55% |
$11.3K - $13.1K
|
9.99K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
54+ 1.18% |
$11.1K - $12.9K
|
4.65K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
53+ 1.07% |
$10.9K - $12.6K
|
4.99K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
53+ 0.58% |
$10.9K - $12.6K
|
9.12K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
53+ 11.65% |
$10.9K - $12.6K
|
508
$130K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 3.4% |
$10.7K - $12.4K
|
1.58K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
52+ 0.52% |
$10.7K - $12.4K
|
10.1K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
52+ 0.46% |
$10.7K - $12.4K
|
11.4K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
51+ 2.24% |
$10.4K - $12.1K
|
2.33K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
51+ 0.93% |
$10.4K - $12.1K
|
5.56K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
51+ 0.4% |
$10.4K - $12.1K
|
12.9K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
50+ 0.16% |
$10.2K - $11.9K
|
30.8K
$7.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
50+ 0.95% |
$10.2K - $11.9K
|
5.31K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 0.23% |
$10.2K - $11.9K
|
21.6K
$5.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
50+ 1.96% |
$10.2K - $11.9K
|
2.6K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
50+ 0.24% |
$10.2K - $11.9K
|
20.5K
$5.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 0.32% |
$10.2K - $11.9K
|
15.5K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
49+ 1.05% |
$10K - $11.7K
|
4.72K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48+ 2.43% |
$9.84K - $11.4K
|
2.03K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
48+ 5.11% |
$9.84K - $11.4K
|
987
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
47+ 0.36% |
$9.63K - $11.2K
|
13.2K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47+ 2.7% |
$9.63K - $11.2K
|
1.79K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
47+ 0.21% |
$9.63K - $11.2K
|
22.5K
$5.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
46+ 3.87% |
$9.43K - $10.9K
|
1.23K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
46+ 1.49% |
$9.43K - $10.9K
|
3.12K
$799K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 2.19% |
$9.22K - $10.7K
|
2.1K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
45+ 0.43% |
$9.22K - $10.7K
|
10.4K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
42+ 4.34% |
$8.61K - $10K
|
1.01K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
41+ 51.25% |
$8.4K - $9.76K
|
121
$30.9K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
40+ 10.0% |
$8.2K - $9.52K
|
440
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40New |
$8.2K - $9.52K
|
40
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 0.79% |
$7.99K - $9.28K
|
4.95K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
39+ 52.7% |
$7.99K - $9.28K
|
113
$28.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
38+ 1.83% |
$7.79K - $9.05K
|
2.12K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37+ 2.95% |
$7.58K - $8.81K
|
1.29K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 1.25% |
$7.58K - $8.81K
|
2.99K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
37+ 1.96% |
$7.58K - $8.81K
|
1.92K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
36+ 0.38% |
$7.38K - $8.57K
|
9.57K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 5.35% |
$7.17K - $8.33K
|
689
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
35+ 0.24% |
$7.17K - $8.33K
|
14.4K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
34+ 1.57% |
$6.97K - $8.09K
|
2.19K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
34+ 0.97% |
$6.97K - $8.09K
|
3.52K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
34+ 2.34% |
$6.97K - $8.09K
|
1.49K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
33+ 2.55% |
$6.76K - $7.86K
|
1.33K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
33+ 2.03% |
$6.76K - $7.86K
|
1.66K
$424K
|