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 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-841- 9.77% |
$172K - $200K
|
7.77K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-843- 3.64% |
$173K - $201K
|
22.3K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-844- 10.8% |
$173K - $201K
|
6.97K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-850- 12.13% |
$174K - $202K
|
6.16K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-853- 28.5% |
$175K - $203K
|
2.14K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-855- 27.64% |
$175K - $204K
|
2.24K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-855- 12.86% |
$175K - $204K
|
5.79K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-856- 1.48% |
$175K - $204K
|
57.1K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-865- 18.35% |
$177K - $206K
|
3.85K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-866- 11.65% |
$177K - $206K
|
6.57K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-872- 1.36% |
$179K - $208K
|
63.3K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-875- 3.49% |
$179K - $208K
|
24.2K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-882- 7.3% |
$181K - $210K
|
11.2K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-883- 14.35% |
$181K - $210K
|
5.27K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-890- 2.14% |
$182K - $212K
|
40.6K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-899- 12.1% |
$184K - $214K
|
6.53K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-900- 2.17% |
$184K - $214K
|
40.6K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-903- 2.47% |
$185K - $215K
|
35.7K
$9.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-911- 17.42% |
$187K - $217K
|
4.32K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-914- 7.56% |
$187K - $218K
|
11.2K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-929- 4.41% |
$190K - $221K
|
20.1K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-930- 40.28% |
$191K - $221K
|
1.38K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-936- 6.43% |
$192K - $223K
|
13.6K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-936- 3.12% |
$192K - $223K
|
29K
$7.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-969- 2.13% |
$199K - $231K
|
44.5K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-969- 31.58% |
$199K - $231K
|
2.1K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-974- 0.37% |
$200K - $232K
|
264K
$69M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-975- 3.9% |
$200K - $232K
|
24.1K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-976- 3.56% |
$200K - $232K
|
26.4K
$6.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-979- 13.91% |
$201K - $233K
|
6.06K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-993- 15.82% |
$203K - $236K
|
5.29K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-999- 6.74% |
$205K - $238K
|
13.8K
$3.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 6.41% |
$205K - $238K
|
14.6K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.22% |
$205K - $238K
|
43.9K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 10.25% |
$205K - $238K
|
8.76K
$2.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1K- 7.05% |
$205K - $239K
|
13.2K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.01K- 1.57% |
$206K - $239K
|
63.3K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 20.42% |
$207K - $240K
|
3.93K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 8.6% |
$207K - $241K
|
10.8K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.03K- 2.22% |
$210K - $244K
|
45.2K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.04K- 13.89% |
$212K - $246K
|
6.42K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.06K- 6.56% |
$218K - $253K
|
15.1K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.07K- 5.45% |
$219K - $254K
|
18.5K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.07K- 1.89% |
$219K - $254K
|
55.4K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.1K- 0.97% |
$225K - $262K
|
112K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.12K- 2.62% |
$230K - $267K
|
41.6K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.67% |
$231K - $269K
|
29.6K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.13K- 2.95% |
$232K - $270K
|
37.3K
$9.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.15K- 6.42% |
$235K - $273K
|
16.7K
$4.36M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.15K- 20.45% |
$236K - $274K
|
4.47K
$1.17M
|