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 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
56+ 56.0% |
$11.5K - $13.3K
|
156
$34.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
55+ 4.03% |
$11.3K - $13.1K
|
1.42K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
54+ 1.18% |
$11.1K - $12.9K
|
4.65K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
53+ 1.07% |
$10.9K - $12.6K
|
4.99K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 3.4% |
$10.7K - $12.4K
|
1.58K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
52+ 0.52% |
$10.7K - $12.4K
|
10.1K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
51+ 0.93% |
$10.4K - $12.1K
|
5.56K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
51+ 2.24% |
$10.4K - $12.1K
|
2.33K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
51+ 0.4% |
$10.4K - $12.1K
|
12.9K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
50+ 0.16% |
$10.2K - $11.9K
|
30.8K
$6.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
50+ 0.95% |
$10.2K - $11.9K
|
5.31K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 0.23% |
$10.2K - $11.9K
|
21.6K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48+ 2.43% |
$9.84K - $11.4K
|
2.03K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
47+ 0.36% |
$9.63K - $11.2K
|
13.2K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
46+ 3.87% |
$9.43K - $10.9K
|
1.23K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
46+ 1.49% |
$9.43K - $10.9K
|
3.12K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 2.19% |
$9.22K - $10.7K
|
2.1K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
42+ 4.34% |
$8.61K - $10K
|
1.01K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
41+ 51.25% |
$8.4K - $9.76K
|
121
$27K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
40+ 10.0% |
$8.2K - $9.52K
|
440
$98.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 1.25% |
$7.58K - $8.81K
|
2.99K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37+ 2.95% |
$7.58K - $8.81K
|
1.29K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
36+ 0.38% |
$7.38K - $8.57K
|
9.57K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 5.35% |
$7.17K - $8.33K
|
689
$154K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
34+ 1.57% |
$6.97K - $8.09K
|
2.19K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
34+ 0.97% |
$6.97K - $8.09K
|
3.52K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
33+ 2.55% |
$6.76K - $7.86K
|
1.33K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.15% |
$6.35K - $7.38K
|
1.02K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
30+ 3.11% |
$6.15K - $7.14K
|
994
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.28% |
$6.15K - $7.14K
|
2.37K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
29+ 3.02% |
$5.94K - $6.9K
|
989
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.61% |
$5.74K - $6.67K
|
4.59K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.39% |
$5.74K - $6.67K
|
7.23K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 2.41% |
$5.74K - $6.67K
|
1.19K
$266K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
27+ 0.71% |
$5.53K - $6.43K
|
3.82K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.81% |
$5.53K - $6.43K
|
3.34K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25+ 0.25% |
$5.12K - $5.95K
|
9.96K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
24+ 2.65% |
$4.92K - $5.71K
|
931
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
24+ 0.25% |
$4.92K - $5.71K
|
9.53K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
24+ 1.87% |
$4.92K - $5.71K
|
1.31K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
23+ 1.18% |
$4.71K - $5.47K
|
1.97K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.26% |
$4.71K - $5.47K
|
8.89K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
21+ 1.07% |
$4.3K - $5K
|
1.98K
$442K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 2.49% |
$4.3K - $5K
|
865
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 3.22% |
$4.3K - $5K
|
674
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.36% |
$4.3K - $5K
|
5.86K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
19+ 1.3% |
$3.89K - $4.52K
|
1.48K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18+ 1.69% |
$3.69K - $4.28K
|
1.08K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.45% |
$3.28K - $3.81K
|
3.57K
$796K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 1.62% |
$3.28K - $3.81K
|
1K
$224K
|