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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
319+ 12.06% |
$65.4K - $75.9K
|
2.96K
$758K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
308+ 92.22% |
$63.1K - $73.3K
|
642
$164K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
300+ 27.62% |
$61.5K - $71.4K
|
1.39K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
298+ 9.64% |
$61.1K - $70.9K
|
3.39K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
286+ 3.51% |
$58.6K - $68.1K
|
8.44K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
281+ 1.86% |
$57.6K - $66.9K
|
15.4K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
281+ 18.91% |
$57.6K - $66.9K
|
1.77K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
280+ 8.76% |
$57.4K - $66.7K
|
3.48K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
279+ 0.79% |
$57.2K - $66.4K
|
35.6K
$9.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
278+ 0.58% |
$57K - $66.2K
|
48.3K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
278+ 3.57% |
$57K - $66.2K
|
8.06K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
275+ 6.62% |
$56.3K - $65.5K
|
4.43K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
275+ 5.01% |
$56.3K - $65.5K
|
5.76K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
274+ 3.06% |
$56.1K - $65.2K
|
9.22K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
270+ 5.94% |
$55.3K - $64.3K
|
4.82K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
266+ 14.26% |
$54.5K - $63.3K
|
2.13K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
265+ 4.04% |
$54.3K - $63.1K
|
6.82K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
263+ 2.52% |
$53.9K - $62.6K
|
10.7K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
263+ 28.43% |
$53.9K - $62.6K
|
1.19K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
258+ 21.81% |
$52.9K - $61.4K
|
1.44K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
258+ 11.25% |
$52.9K - $61.4K
|
2.55K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
256+ 8.42% |
$52.5K - $60.9K
|
3.3K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
255+ 4.61% |
$52.2K - $60.7K
|
5.79K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
255+ 3.01% |
$52.2K - $60.7K
|
8.73K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
253+ 21.21% |
$51.8K - $60.2K
|
1.45K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
251+ 6.69% |
$51.4K - $59.7K
|
4K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
248+ 5.59% |
$50.8K - $59K
|
4.69K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
244+ 22.32% |
$50K - $58.1K
|
1.34K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
242+ 15.86% |
$49.6K - $57.6K
|
1.77K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
240+ 5.49% |
$49.2K - $57.1K
|
4.61K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
239+ 12.74% |
$49K - $56.9K
|
2.12K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
236+ 16.0% |
$48.4K - $56.2K
|
1.71K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
232+ 17.75% |
$47.5K - $55.2K
|
1.54K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
231+ 7.6% |
$47.3K - $55K
|
3.27K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
225+ 6.23% |
$46.1K - $53.6K
|
3.83K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
224+ 6.99% |
$45.9K - $53.3K
|
3.43K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
221+ 2.76% |
$45.3K - $52.6K
|
8.23K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
221+ 2.49% |
$45.3K - $52.6K
|
9.09K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
220+ 0.86% |
$45.1K - $52.4K
|
25.8K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
218+ 2.14% |
$44.7K - $51.9K
|
10.4K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
217+ 9.4% |
$44.5K - $51.7K
|
2.53K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
216+ 1.96% |
$44.3K - $51.4K
|
11.3K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
216+ 2.76% |
$44.3K - $51.4K
|
8.05K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
214+ 0.81% |
$43.8K - $50.9K
|
26.6K
$6.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
214+ 19.63% |
$43.8K - $50.9K
|
1.3K
$333K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
212+ 3.12% |
$43.4K - $50.5K
|
7K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
212+ 1.99% |
$43.4K - $50.5K
|
10.8K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
204+ 22.22% |
$41.8K - $48.6K
|
1.12K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
202+ 11.14% |
$41.4K - $48.1K
|
2.02K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
201+ 22.19% |
$41.2K - $47.8K
|
1.11K
$283K
|