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 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
14+ 0.6% |
$2.87K - $3.33K
|
2.34K
$569K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-337- 1.26% |
$69.1K - $80.2K
|
26.5K
$6.45M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-3.9K- 5.11% |
$799K - $928K
|
72.4K
$17.7M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.6K+ 6.55% |
$3.62M - $4.2M
|
287K
$70M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-36- 0.95% |
$7.38K - $8.57K
|
3.74K
$912K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$820 - $952
|
29.5K
$7.2M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-584- 1.87% |
$120K - $139K
|
30.7K
$7.48M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.29K+ 13.79% |
$263K - $306K
|
10.6K
$2.59M
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-220- 5.04% |
$45.1K - $52.4K
|
4.15K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.32K+ 7.44% |
$269K - $313K
|
19K
$4.63M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 7.5% |
$9.63K - $11.2K
|
674
$164K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
140+ 0.04% |
$28.7K - $33.3K
|
353K
$86M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-219- 0.77% |
$44.9K - $52.1K
|
28.4K
$6.93M
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
282+ 0.27% |
$57.8K - $67.1K
|
104K
$25.3M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
401New |
$82.2K - $95.5K
|
401
$97.8K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.26KNew |
$463K - $538K
|
2.26K
$551K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
654+ 15.04% |
$134K - $156K
|
5K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
441+ 12.25% |
$90.4K - $105K
|
4.04K
$985K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 18.05% |
$722K - $839K
|
23.1K
$5.62M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-14.3K- 86.97% |
$2.92M - $3.39M
|
2.14K
$521K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10.5K+ 142.95% |
$2.15M - $2.5M
|
17.9K
$4.35M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-66- 1.7% |
$13.5K - $15.7K
|
3.81K
$929K
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-30- 2.35% |
$6.15K - $7.14K
|
1.25K
$304K
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
794New |
$163K - $189K
|
794
$194K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-75- 1.88% |
$15.4K - $17.9K
|
3.92K
$955K
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.46K- 6.54% |
$709K - $823K
|
49.5K
$12.1M
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
375+ 3.65% |
$76.8K - $89.3K
|
10.6K
$2.6M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
6.25K+ 4.82% |
$1.28M - $1.49M
|
136K
$33.2M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
312+ 6.9% |
$63.9K - $74.3K
|
4.83K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-99.4K- 41.57% |
$20.4M - $23.7M
|
140K
$34.1M
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.68% |
$20.5K - $23.8K
|
14.6K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.69K- 51.32% |
$346K - $402K
|
1.6K
$391K
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-53- 2.12% |
$10.9K - $12.6K
|
2.44K
$596K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2KNew |
$410K - $476K
|
2K
$488K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.22K- 31.77% |
$455K - $529K
|
4.77K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
115+ 2.21% |
$23.6K - $27.4K
|
5.33K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-13.9K- 91.93% |
$2.85M - $3.31M
|
1.22K
$298K
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
155+ 3.65% |
$31.8K - $36.9K
|
4.4K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.9KNew |
$594K - $690K
|
2.9K
$707K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.54KNew |
$315K - $366K
|
1.54K
$375K
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.5K+ 2.61% |
$717K - $833K
|
138K
$33.6M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.19K+ 33.76% |
$1.06M - $1.24M
|
20.6K
$5.02M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-42.6K- 24.62% |
$8.72M - $10.1M
|
130K
$31.8M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.9K+ 0.5% |
$1.21M - $1.4M
|
1.18M
$288M
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
32.8KNew |
$6.72M - $7.81M
|
32.8K
$8M
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
4.26K+ 55.76% |
$872K - $1.01M
|
11.9K
$2.9M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-73.7K- 53.14% |
$15.1M - $17.5M
|
65K
$15.8M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 8.18% |
$248K - $288K
|
16K
$3.9M
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-76.7K- 98.33% |
$15.7M - $18.3M
|
1.3K
$317K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.91K- 38.46% |
$390K - $453K
|
3.05K
$743K
|