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
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.03KNew |
$211K - $245K
|
1.03K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1K+ 31.55% |
$205K - $239K
|
4.18K
$933K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
997+ 3.47% |
$204K - $237K
|
29.7K
$6.63M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
985+ 6.68% |
$202K - $234K
|
15.7K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
985New |
$202K - $234K
|
985
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
984+ 32.01% |
$202K - $234K
|
4.06K
$906K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
977+ 1.29% |
$200K - $233K
|
76.8K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
969New |
$199K - $231K
|
969
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
949New |
$194K - $226K
|
949
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
945New |
$194K - $225K
|
945
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
911New |
$187K - $217K
|
911
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
900New |
$184K - $214K
|
900
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
831+ 8.53% |
$170K - $198K
|
10.6K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
787+ 5.32% |
$161K - $187K
|
15.6K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
771+ 3.47% |
$158K - $184K
|
23K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
766New |
$157K - $182K
|
766
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
766New |
$157K - $182K
|
766
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
763New |
$156K - $182K
|
763
$170K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
752+ 8.76% |
$154K - $179K
|
9.34K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
745+ 8.45% |
$153K - $177K
|
9.56K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
740+ 24.73% |
$152K - $176K
|
3.73K
$833K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
720+ 14.05% |
$148K - $171K
|
5.85K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
715+ 58.75% |
$147K - $170K
|
1.93K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
714+ 39.49% |
$146K - $170K
|
2.52K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
706+ 15.92% |
$145K - $168K
|
5.14K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
686+ 3.94% |
$141K - $163K
|
18.1K
$4.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
678+ 6.0% |
$139K - $161K
|
12K
$2.68M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650+ 6.1% |
$133K - $155K
|
11.3K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
627+ 2.99% |
$128K - $149K
|
21.6K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
600+ 7.67% |
$123K - $143K
|
8.42K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
595+ 4.26% |
$122K - $142K
|
14.5K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
589+ 8.2% |
$121K - $140K
|
7.77K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
579+ 2.17% |
$119K - $138K
|
27.3K
$6.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
577+ 15.08% |
$118K - $137K
|
4.4K
$983K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
574+ 1.7% |
$118K - $137K
|
34.4K
$7.67M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
570+ 2.81% |
$117K - $136K
|
20.9K
$4.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
550+ 13.91% |
$113K - $131K
|
4.5K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
538+ 17.06% |
$110K - $128K
|
3.69K
$824K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
534+ 8.65% |
$109K - $127K
|
6.71K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
530+ 22.82% |
$109K - $126K
|
2.85K
$637K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
526+ 2.27% |
$108K - $125K
|
23.7K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
519+ 18.75% |
$106K - $124K
|
3.29K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
511+ 21.56% |
$105K - $122K
|
2.88K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
510+ 33.29% |
$104K - $121K
|
2.04K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
502+ 20.12% |
$103K - $119K
|
3K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
496+ 17.82% |
$102K - $118K
|
3.28K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
496+ 24.96% |
$102K - $118K
|
2.48K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
494+ 9.45% |
$101K - $118K
|
5.72K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
493+ 1.1% |
$101K - $117K
|
45.4K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
486+ 24.1% |
$99.6K - $116K
|
2.5K
$559K
|