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
|
Wealth Effects LLC
|
SELL
|
- |
-1.47K- 9.99% |
$301K - $350K
|
13.2K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.49K- 0.42% |
$306K - $355K
|
352K
$78.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.54K- 25.03% |
$316K - $367K
|
4.61K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 0.58% |
$328K - $381K
|
272K
$60.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.68K- 25.09% |
$344K - $400K
|
5.01K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.69K- 5.36% |
$346K - $402K
|
29.8K
$6.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.72K- 3.58% |
$352K - $408K
|
46.3K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 1.44% |
$372K - $433K
|
124K
$27.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.89K- 17.22% |
$386K - $449K
|
9.06K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 96.57% |
$398K - $462K
|
69
$15.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.08K- 42.79% |
$426K - $495K
|
2.78K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 39.19% |
$427K - $496K
|
3.23K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.09K- 6.31% |
$428K - $497K
|
31K
$6.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.23K- 8.0% |
$457K - $531K
|
25.7K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.42K- 29.57% |
$496K - $577K
|
5.77K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.43K- 2.71% |
$498K - $578K
|
87.2K
$19.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.55K- 7.56% |
$522K - $607K
|
31.2K
$6.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.57K- 3.9% |
$527K - $612K
|
63.3K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.69K- 52.24% |
$551K - $640K
|
2.46K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.72K- 4.76% |
$557K - $647K
|
54.4K
$12.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-3.02K- 4.26% |
$619K - $719K
|
68K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-3.55K- 4.93% |
$727K - $845K
|
68.4K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.56K- 6.54% |
$729K - $846K
|
50.8K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.7K- 54.38% |
$759K - $881K
|
3.11K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.83K- 2.92% |
$784K - $911K
|
127K
$28.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.89K- 24.41% |
$797K - $925K
|
12K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.3K- 2.02% |
$881K - $1.02M
|
209K
$46.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.3K- 3.46% |
$881K - $1.02M
|
120K
$26.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.91K- 13.8% |
$1.01M - $1.17M
|
30.7K
$6.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.11K- 3.04% |
$1.05M - $1.22M
|
163K
$36.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.44K- 60.79% |
$1.11M - $1.29M
|
3.51K
$783K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.55K- 29.55% |
$1.34M - $1.56M
|
15.6K
$3.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-6.93K- 10.38% |
$1.42M - $1.65M
|
59.8K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.92K- 5.33% |
$1.62M - $1.89M
|
141K
$31.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.08K- 53.56% |
$1.66M - $1.92M
|
7.01K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.26K- 32.72% |
$1.69M - $1.97M
|
17K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-8.46K- 12.9% |
$1.73M - $2.01M
|
57.1K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-9.01K- 49.12% |
$1.85M - $2.14M
|
9.33K
$2.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9.14K- 4.2% |
$1.87M - $2.18M
|
209K
$46.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-10.8K- 21.79% |
$2.21M - $2.57M
|
38.7K
$8.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 2.58% |
$2.29M - $2.66M
|
421K
$93.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-11.7K- 13.09% |
$2.39M - $2.78M
|
77.5K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 99.91% |
$2.4M - $2.78M
|
10
$2.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-11.9K- 64.13% |
$2.45M - $2.84M
|
6.68K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 1.95% |
$2.55M - $2.96M
|
626K
$140M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-16.1K- 15.84% |
$3.29M - $3.82M
|
85.3K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23.9K- 34.19% |
$4.9M - $5.7M
|
46.1K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25.1K- 35.25% |
$5.15M - $5.98M
|
46.1K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-32K- 53.25% |
$6.56M - $7.62M
|
28.1K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-47.5K- 72.05% |
$9.72M - $11.3M
|
18.4K
$4.11M
|