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 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-403- 2.15% |
$82.6K - $95.9K
|
18.4K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-413- 26.82% |
$84.6K - $98.3K
|
1.13K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-414- 6.56% |
$84.8K - $98.5K
|
5.9K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-414- 3.63% |
$84.8K - $98.5K
|
11K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-416- 2.15% |
$85.2K - $99K
|
19K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 7.31% |
$86.5K - $100K
|
5.35K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-425- 5.58% |
$87.1K - $101K
|
7.19K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-425- 11.68% |
$87.1K - $101K
|
3.22K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-427- 3.51% |
$87.5K - $102K
|
11.7K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-429- 7.75% |
$87.9K - $102K
|
5.11K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-432- 0.64% |
$88.5K - $103K
|
66.9K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-434- 5.99% |
$88.9K - $103K
|
6.81K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-446- 2.88% |
$91.4K - $106K
|
15K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-450- 15.44% |
$92.2K - $107K
|
2.47K
$622K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-453- 3.51% |
$92.8K - $108K
|
12.4K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-475- 6.91% |
$97.3K - $113K
|
6.4K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-476- 11.73% |
$97.5K - $113K
|
3.58K
$904K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-483- 5.44% |
$99K - $115K
|
8.4K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-486- 5.35% |
$99.6K - $116K
|
8.6K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-487- 11.88% |
$99.8K - $116K
|
3.61K
$912K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-496- 2.01% |
$102K - $118K
|
24.1K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-497- 3.92% |
$102K - $118K
|
12.2K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-497- 1.36% |
$102K - $118K
|
36.1K
$9.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-497- 1.24% |
$102K - $118K
|
39.5K
$9.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-499- 11.66% |
$102K - $119K
|
3.78K
$954K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-502- 13.77% |
$103K - $119K
|
3.14K
$793K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-510- 0.88% |
$104K - $121K
|
57.4K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-512- 16.2% |
$105K - $122K
|
2.65K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
SELL
|
- |
-512- 10.81% |
$105K - $122K
|
4.23K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-523- 3.76% |
$107K - $124K
|
13.4K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-530- 29.49% |
$109K - $126K
|
1.27K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-535- 2.23% |
$110K - $127K
|
23.5K
$5.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-537- 8.87% |
$110K - $128K
|
5.52K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-545- 20.41% |
$112K - $130K
|
2.13K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-549- 10.94% |
$112K - $131K
|
4.47K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-550- 15.63% |
$113K - $131K
|
2.97K
$749K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-551- 6.35% |
$113K - $131K
|
8.13K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-554- 7.14% |
$114K - $132K
|
7.2K
$1.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-572- 2.07% |
$117K - $136K
|
27.1K
$6.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-581- 18.24% |
$119K - $138K
|
2.6K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-585- 3.53% |
$120K - $139K
|
16K
$4.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-586- 22.82% |
$120K - $139K
|
1.98K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-592- 5.54% |
$121K - $141K
|
10.1K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-600- 6.44% |
$123K - $143K
|
8.72K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-615- 5.51% |
$126K - $146K
|
10.6K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-616- 14.01% |
$126K - $147K
|
3.78K
$954K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-617- 5.0% |
$126K - $147K
|
11.7K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-628- 0.31% |
$129K - $149K
|
203K
$51.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-630- 15.34% |
$129K - $150K
|
3.48K
$877K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-634- 10.27% |
$130K - $151K
|
5.54K
$1.4M
|