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 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.51K+ 106.76% |
$515K - $598K
|
4.87K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.49K+ 35.27% |
$510K - $592K
|
9.54K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.47K+ 93.91% |
$505K - $587K
|
5.09K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.41KNew |
$493K - $573K
|
2.41K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.34K+ 12.9% |
$479K - $556K
|
20.5K
$4.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.32K+ 12.43% |
$476K - $553K
|
21K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.29K+ 26.81% |
$469K - $545K
|
10.8K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.25KNew |
$461K - $535K
|
2.25K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.16K+ 138.03% |
$443K - $515K
|
3.73K
$833K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.16K+ 39.93% |
$443K - $514K
|
7.57K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.09K+ 24.45% |
$427K - $497K
|
10.6K
$2.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.02K+ 34.83% |
$414K - $481K
|
7.83K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.94K+ 8.34% |
$398K - $463K
|
25.2K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
1.89K+ 2.83% |
$387K - $450K
|
68.6K
$15.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.82K+ 11.45% |
$373K - $433K
|
17.7K
$3.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.81KNew |
$370K - $430K
|
1.81K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.79K+ 168.4% |
$366K - $425K
|
2.85K
$635K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 11.22% |
$356K - $414K
|
17.2K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.52% |
$352K - $409K
|
69.9K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.68K+ 4.61% |
$344K - $400K
|
38.1K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.67K+ 91.27% |
$343K - $398K
|
3.51K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.62K+ 6.68% |
$331K - $385K
|
25.8K
$5.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.57KNew |
$323K - $375K
|
1.57K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.53K+ 5.57% |
$313K - $363K
|
28.9K
$6.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.51KNew |
$309K - $359K
|
1.51K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.5K+ 55.08% |
$306K - $356K
|
4.21K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.47KNew |
$302K - $351K
|
1.47K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 31.23% |
$296K - $344K
|
6.08K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.41KNew |
$289K - $336K
|
1.41K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.39K+ 151.91% |
$285K - $331K
|
2.31K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.33KNew |
$273K - $317K
|
1.33K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.32KNew |
$270K - $314K
|
1.32K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.31K+ 458.25% |
$268K - $311K
|
1.59K
$355K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 9.45% |
$262K - $305K
|
14.8K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 5.93% |
$253K - $294K
|
22K
$4.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.22K+ 9.94% |
$250K - $291K
|
13.5K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.22K+ 58.43% |
$249K - $290K
|
3.3K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 5.85% |
$249K - $289K
|
22K
$4.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 8.93% |
$244K - $283K
|
14.5K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.19K+ 35.4% |
$244K - $283K
|
4.55K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.16K+ 10.92% |
$237K - $275K
|
11.8K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.13K+ 24.58% |
$232K - $269K
|
5.73K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.12KNew |
$230K - $268K
|
1.12K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 7.86% |
$227K - $264K
|
15.2K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.09K+ 5.73% |
$224K - $260K
|
20.1K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.09KNew |
$223K - $259K
|
1.09K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.07KNew |
$219K - $255K
|
1.07K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 17.37% |
$219K - $254K
|
7.22K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 3.76% |
$215K - $250K
|
29K
$6.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 10.05% |
$213K - $248K
|
11.4K
$2.54M
|