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 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-304- 13.97% |
$62.3K - $72.4K
|
1.87K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-305- 0.4% |
$62.5K - $72.6K
|
75.6K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-308- 1.38% |
$63.1K - $73.3K
|
22K
$5.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-309- 4.59% |
$63.3K - $73.6K
|
6.42K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-314- 3.65% |
$64.3K - $74.7K
|
8.3K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-314- 19.48% |
$64.3K - $74.7K
|
1.3K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-315- 9.11% |
$64.5K - $75K
|
3.14K
$793K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-315- 14.18% |
$64.5K - $75K
|
1.91K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-316- 1.95% |
$64.7K - $75.2K
|
15.9K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-319- 6.14% |
$65.4K - $75.9K
|
4.88K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-322- 0.32% |
$66K - $76.6K
|
101K
$25.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-324- 13.94% |
$66.4K - $77.1K
|
2K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-325- 14.5% |
$66.6K - $77.4K
|
1.92K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-325- 0.75% |
$66.6K - $77.4K
|
42.8K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-330- 19.64% |
$67.6K - $78.6K
|
1.35K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-332- 1.39% |
$68K - $79K
|
23.6K
$5.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-334- 3.63% |
$68.4K - $79.5K
|
8.88K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-335- 9.36% |
$68.6K - $79.7K
|
3.24K
$819K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-337- 5.03% |
$69.1K - $80.2K
|
6.36K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 3.18% |
$69.3K - $80.5K
|
10.3K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-338- 2.41% |
$69.3K - $80.5K
|
13.7K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-339- 5.8% |
$69.5K - $80.7K
|
5.5K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-342- 1.53% |
$70.1K - $81.4K
|
22K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-343- 2.72% |
$70.3K - $81.6K
|
12.3K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-343- 1.8% |
$70.3K - $81.6K
|
18.8K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-348- 8.04% |
$71.3K - $82.8K
|
3.98K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-349- 2.94% |
$71.5K - $83.1K
|
11.5K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-350- 1.65% |
$71.7K - $83.3K
|
20.9K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 2.45% |
$71.7K - $83.3K
|
13.9K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-353- 0.58% |
$72.3K - $84K
|
60.1K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-355- 1.9% |
$72.7K - $84.5K
|
18.3K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-359- 10.74% |
$73.6K - $85.5K
|
2.98K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-362- 5.51% |
$74.2K - $86.2K
|
6.21K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-364- 5.98% |
$74.6K - $86.6K
|
5.72K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-364- 4.21% |
$74.6K - $86.6K
|
8.28K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-365- 7.57% |
$74.8K - $86.9K
|
4.46K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-365- 21.03% |
$74.8K - $86.9K
|
1.37K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-371- 1.08% |
$76K - $88.3K
|
34.1K
$8.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-374- 3.87% |
$76.6K - $89K
|
9.3K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-374- 3.09% |
$76.6K - $89K
|
11.7K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-375- 13.51% |
$76.8K - $89.3K
|
2.4K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-375- 0.97% |
$76.8K - $89.3K
|
38.1K
$9.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-376- 4.36% |
$77K - $89.5K
|
8.25K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-379- 7.61% |
$77.7K - $90.2K
|
4.6K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-386- 1.24% |
$79.1K - $91.9K
|
30.9K
$7.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-392- 4.71% |
$80.3K - $93.3K
|
7.92K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-398- 15.34% |
$81.6K - $94.7K
|
2.2K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-399- 7.23% |
$81.8K - $95K
|
5.12K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-400- 13.87% |
$82K - $95.2K
|
2.48K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-401- 4.35% |
$82.2K - $95.5K
|
8.82K
$2.22M
|