Latest Institutional Transactions on International Business Machines Corp (IBM)
This table provides information on the latest institutional transactions involving International Business Machines Corp (IBM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
527New |
$108K - $125K
|
527
$138K
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-93- 0.23% |
$19.1K - $22.1K
|
39.9K
$10.4M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5.79KNew |
$1.19M - $1.38M
|
5.79K
$1.51M
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-695- 27.58% |
$142K - $165K
|
1.83K
$477K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-221- 30.65% |
$45.3K - $52.6K
|
500
$131K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.73K+ 13.22% |
$354K - $412K
|
14.8K
$3.87M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
90+ 4.72% |
$18.4K - $21.4K
|
2K
$522K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
760New |
$156K - $181K
|
760
$199K
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
4.38KNew |
$897K - $1.04M
|
4.38K
$1.14M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.31KNew |
$472K - $549K
|
2.31K
$603K
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-32- 1.85% |
$6.56K - $7.62K
|
1.7K
$444K
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
656+ 89.74% |
$134K - $156K
|
1.39K
$363K
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.04KNew |
$212K - $246K
|
1.04K
$271K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
300+ 4.3% |
$61.5K - $71.4K
|
7.27K
$1.9M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 73.87% |
$1.1M - $1.28M
|
12.7K
$3.32M
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.8K- 0.78% |
$574K - $667K
|
354K
$92.6M
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.8KNew |
$574K - $667K
|
2.8K
$732K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-735- 35.13% |
$151K - $175K
|
1.36K
$355K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
329+ 10.3% |
$67.4K - $78.3K
|
3.52K
$921K
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
475+ 2.87% |
$97.3K - $113K
|
17K
$4.45M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-118- 0.97% |
$24.2K - $28.1K
|
12.1K
$3.17M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 0.48% |
$5.12K - $5.95K
|
5.23K
$1.37M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.16KNew |
$237K - $276K
|
1.16K
$303K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.56KNew |
$319K - $370K
|
1.56K
$407K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
719+ 25.72% |
$147K - $171K
|
3.52K
$919K
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4+ 0.4% |
$820 - $952
|
1.01K
$263K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.38K+ 23.28% |
$693K - $805K
|
17.9K
$4.68M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-89- 1.89% |
$18.2K - $21.2K
|
4.61K
$1.21M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 16.95% |
$384K - $446K
|
12.9K
$3.38M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-182- 14.14% |
$37.3K - $43.3K
|
1.11K
$289K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-38K- 80.33% |
$7.79M - $9.05M
|
9.31K
$2.43M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14K- 82.49% |
$2.86M - $3.32M
|
2.96K
$775K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
89+ 1.29% |
$18.2K - $21.2K
|
6.99K
$1.83M
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-52- 2.27% |
$10.7K - $12.4K
|
2.24K
$586K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.04KNew |
$212K - $247K
|
1.04K
$271K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.14KNew |
$234K - $271K
|
1.14K
$298K
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-4.13K- 72.09% |
$846K - $982K
|
1.6K
$418K
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
60.5K+ 8181.46% |
$12.4M - $14.4M
|
61.2K
$16M
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-77- 3.08% |
$15.8K - $18.3K
|
2.43K
$634K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18.6K- 4.38% |
$3.81M - $4.43M
|
406K
$106M
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.26% |
$820 - $952
|
1.55K
$405K
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.13KNew |
$231K - $269K
|
1.13K
$295K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
824New |
$169K - $196K
|
824
$215K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$658K - $764K
|
3.21K
$839K
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.26K+ 8.11% |
$1.9M - $2.2M
|
123K
$32.3M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
723K+ 9.78% |
$148M - $172M
|
8.11M
$2.12B
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-91- 6.55% |
$18.6K - $21.7K
|
1.3K
$340K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
314K+ 390.9% |
$64.4M - $74.8M
|
395K
$103M
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
93.7K+ 231.97% |
$19.2M - $22.3M
|
134K
$35.1M
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-11.5K- 53.79% |
$2.35M - $2.73M
|
9.86K
$2.58M
|