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 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-123K- 12.16% |
$25.2M - $29.3M
|
890K
$221M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
142K+ 69.24% |
$29M - $33.7M
|
346K
$86.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.18K+ 8.02% |
$652K - $758K
|
42.9K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
8.7KNew |
$1.78M - $2.07M
|
8.7K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-772- 11.88% |
$158K - $184K
|
5.73K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-115- 8.93% |
$23.6K - $27.4K
|
1.17K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-78- 7.3% |
$16K - $18.6K
|
990
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
12.2KNew |
$2.5M - $2.91M
|
12.2K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
409New |
$83.8K - $97.4K
|
409
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.77K- 1.64% |
$1.59M - $1.85M
|
466K
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
7+ 0.09% |
$1.43K - $1.67K
|
7.48K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-548- 1.73% |
$112K - $130K
|
31.2K
$7.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.11K+ 42.05% |
$227K - $264K
|
3.75K
$932K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-186K- 11.49% |
$38.2M - $44.4M
|
1.44M
$357M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
55+ 8.37% |
$11.3K - $13.1K
|
712
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-492K- 9.64% |
$101M - $117M
|
4.62M
$1.15B
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-34.1K- 3.82% |
$6.99M - $8.12M
|
858K
$213M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 10.25% |
$205K - $238K
|
8.76K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
824+ 1.35% |
$169K - $196K
|
62K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
433+ 0.85% |
$88.7K - $103K
|
51.4K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-230- 7.75% |
$47.1K - $54.7K
|
2.74K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.54K+ 45.2% |
$521K - $606K
|
8.17K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 0.47% |
$3.89K - $4.52K
|
4.06K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-15- 0.08% |
$3.07K - $3.57K
|
17.9K
$4.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.97K- 14.65% |
$1.22M - $1.42M
|
34.8K
$8.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 14.68% |
$2.96M - $3.44M
|
84K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.21K+ 1.41% |
$657K - $763K
|
231K
$57.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
242+ 11.57% |
$49.6K - $57.6K
|
2.33K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.67K+ 10.51% |
$341K - $396K
|
17.5K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.64K- 50.02% |
$1.36M - $1.58M
|
6.64K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.17K- 2.84% |
$241K - $279K
|
40.2K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-626- 1.68% |
$128K - $149K
|
36.6K
$9.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 34.79% |
$40.8K - $47.4K
|
373
$92.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
932+ 93.76% |
$191K - $222K
|
1.93K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.22K- 27.52% |
$250K - $290K
|
3.21K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-25- 1.79% |
$5.12K - $5.95K
|
1.37K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.57K- 15.32% |
$1.35M - $1.56M
|
36.3K
$9.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.39K+ 67.09% |
$1.92M - $2.24M
|
23.4K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
207K+ 14.95% |
$42.4M - $49.3M
|
1.59M
$396M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
649+ 70.7% |
$133K - $154K
|
1.57K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$2.37M - $2.76M
|
11.6K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
249K+ 32.1% |
$51.1M - $59.4M
|
1.03M
$255M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
75+ 3.28% |
$15.4K - $17.9K
|
2.36K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-98- 2.23% |
$20.1K - $23.3K
|
4.29K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
427K+ 2.09% |
$87.6M - $102M
|
20.9M
$5.2B
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-165- 2.68% |
$33.8K - $39.3K
|
6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
77+ 2.72% |
$15.8K - $18.3K
|
2.91K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.32K+ 7.52% |
$270K - $314K
|
18.9K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.8K+ 120.06% |
$4.26M - $4.94M
|
38.1K
$9.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$343K - $398K
|
120K
$29.9M
|