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 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 5.14% |
$236K - $274K
|
21.3K
$5.59M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.16K- 3.61% |
$237K - $275K
|
30.9K
$8.12M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.16K- 5.47% |
$237K - $275K
|
20K
$5.26M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.17K- 2.36% |
$239K - $278K
|
48.3K
$12.7M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.17K- 29.82% |
$239K - $278K
|
2.75K
$723K
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.17K- 2.84% |
$241K - $279K
|
40.2K
$10.6M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.18K- 20.12% |
$241K - $280K
|
4.67K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 7.77% |
$241K - $280K
|
14K
$3.68M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.2K- 2.44% |
$245K - $285K
|
47.8K
$12.6M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.21K- 18.01% |
$247K - $287K
|
5.5K
$1.45M
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.22K- 27.52% |
$250K - $290K
|
3.21K
$845K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.25K- 2.46% |
$256K - $298K
|
49.7K
$13.1M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.25K- 35.13% |
$257K - $298K
|
2.31K
$609K
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.27K- 1.24% |
$260K - $302K
|
101K
$26.6M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.99% |
$266K - $309K
|
64K
$16.8M
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-1.3K- 51.9% |
$266K - $309K
|
1.2K
$316K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.3K- 2.86% |
$266K - $309K
|
44.2K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 0.46% |
$268K - $311K
|
285K
$75M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.32K- 54.47% |
$270K - $313K
|
1.1K
$289K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.34K- 5.28% |
$274K - $318K
|
24K
$6.31M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.35K- 3.86% |
$277K - $322K
|
33.8K
$8.88M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 5.77% |
$280K - $325K
|
22.3K
$5.87M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.39K- 2.71% |
$284K - $330K
|
49.8K
$13.1M
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 48.08% |
$287K - $334K
|
1.51K
$398K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.43K- 57.4% |
$292K - $340K
|
1.06K
$279K
|
|
Feb 14, 2025
Q4 2024
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-1.43K- 1.92% |
$292K - $340K
|
72.9K
$19.2M
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.44K- 3.02% |
$294K - $342K
|
46.1K
$12.1M
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.44K- 5.44% |
$295K - $343K
|
25K
$6.58M
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.46K- 13.04% |
$299K - $348K
|
9.74K
$2.56M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.47K- 9.99% |
$301K - $350K
|
13.2K
$3.48M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.48K- 32.31% |
$303K - $352K
|
3.1K
$815K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.49K- 4.62% |
$304K - $353K
|
30.7K
$8.07M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.49K- 0.45% |
$304K - $354K
|
326K
$85.8M
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.49K- 0.42% |
$306K - $355K
|
352K
$92.7M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.51K- 0.23% |
$309K - $359K
|
651K
$171M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.51K- 88.32% |
$310K - $360K
|
200
$52.6K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.52K- 26.27% |
$311K - $361K
|
4.26K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.52K- 6.36% |
$312K - $362K
|
22.4K
$5.89M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.54K- 25.03% |
$316K - $367K
|
4.61K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.54K- 9.49% |
$316K - $367K
|
14.7K
$3.87M
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.56K- 1.55% |
$319K - $370K
|
99K
$26.1M
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.56K- 59.44% |
$319K - $371K
|
1.06K
$280K
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-1.58K- 0.54% |
$324K - $376K
|
289K
$76M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.58K- 1.71% |
$324K - $376K
|
90.8K
$23.9M
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 0.58% |
$328K - $381K
|
272K
$71.6M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.6K- 4.47% |
$328K - $381K
|
34.2K
$8.99M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.6K- 6.97% |
$328K - $381K
|
21.3K
$5.62M
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$343K - $398K
|
120K
$31.6M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.68K- 25.09% |
$344K - $400K
|
5.01K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.69K- 5.36% |
$346K - $402K
|
29.8K
$7.84M
|