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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
131+ 5.71% |
$26.8K - $31.2K
|
2.42K
$573K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
131+ 3.18% |
$26.8K - $31.2K
|
4.25K
$1M
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
131+ 1.91% |
$26.8K - $31.2K
|
6.99K
$1.65M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
128+ 2.18% |
$26.2K - $30.5K
|
6.01K
$1.42M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
128+ 10.05% |
$26.2K - $30.5K
|
1.4K
$331K
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
126+ 2.03% |
$25.8K - $30K
|
6.35K
$1.5M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
126+ 1.4% |
$25.8K - $30K
|
9.13K
$2.16M
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
124+ 4.6% |
$25.4K - $29.5K
|
2.82K
$666K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
123+ 3.18% |
$25.2K - $29.3K
|
3.99K
$941K
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
123+ 5.9% |
$25.2K - $29.3K
|
2.21K
$521K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
122+ 11.74% |
$25K - $29K
|
1.16K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
122+ 1.24% |
$25K - $29K
|
9.96K
$2.35M
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
122+ 174.29% |
$25K - $29K
|
192
$45.4K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
121+ 1.32% |
$24.8K - $28.8K
|
9.29K
$2.2M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119+ 2.99% |
$24.4K - $28.3K
|
4.1K
$969K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
118+ 4.06% |
$24.2K - $28.1K
|
3.02K
$714K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$24.2K - $28.1K
|
118
$27.9K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
118+ 0.08% |
$24.2K - $28.1K
|
149K
$35.1M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
117+ 4.83% |
$24K - $27.9K
|
2.54K
$600K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
116+ 30.93% |
$23.8K - $27.6K
|
491
$116K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
115+ 2.21% |
$23.6K - $27.4K
|
5.33K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
114+ 1.41% |
$23.4K - $27.1K
|
8.18K
$1.93M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
114+ 2.13% |
$23.4K - $27.1K
|
5.47K
$1.29M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
113+ 9.98% |
$23.2K - $26.9K
|
1.25K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
111+ 2.2% |
$22.7K - $26.4K
|
5.16K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
111+ 2.37% |
$22.7K - $26.4K
|
4.8K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
111+ 3.4% |
$22.7K - $26.4K
|
3.38K
$798K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 4.24% |
$22.5K - $26.2K
|
2.71K
$639K
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
110New |
$22.5K - $26.2K
|
110
$26K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
110+ 1.89% |
$22.5K - $26.2K
|
5.93K
$1.4M
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
109+ 5.72% |
$22.3K - $25.9K
|
2.02K
$476K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
108+ 9.58% |
$22.1K - $25.7K
|
1.24K
$292K
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
108+ 2.23% |
$22.1K - $25.7K
|
4.94K
$1.17M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
108+ 1.4% |
$22.1K - $25.7K
|
7.81K
$1.84M
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
108+ 6.7% |
$22.1K - $25.7K
|
1.72K
$407K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
107+ 6.77% |
$21.9K - $25.5K
|
1.69K
$399K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
107+ 1.11% |
$21.9K - $25.5K
|
9.71K
$2.29M
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
107+ 0.41% |
$21.9K - $25.5K
|
26.5K
$6.26M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
106+ 0.17% |
$21.7K - $25.2K
|
61.7K
$14.6M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
104+ 0.33% |
$21.3K - $24.8K
|
31.4K
$7.43M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
102+ 10.41% |
$20.9K - $24.3K
|
1.08K
$256K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 6.76% |
$20.7K - $24K
|
1.6K
$377K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
101+ 4.47% |
$20.7K - $24K
|
2.36K
$558K
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
101+ 8.6% |
$20.7K - $24K
|
1.28K
$301K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 14.35% |
$20.5K - $23.8K
|
797
$188K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 5.35% |
$20.5K - $23.8K
|
1.97K
$465K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 0.54% |
$20.5K - $23.8K
|
18.5K
$4.36M
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.97% |
$20.5K - $23.8K
|
10.5K
$2.47M
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
100+ 9.83% |
$20.5K - $23.8K
|
1.12K
$264K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
99+ 3.79% |
$20.3K - $23.6K
|
2.71K
$641K
|