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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-275- 0.69% |
$56.3K - $65.5K
|
39.3K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
99+ 3.79% |
$20.3K - $23.6K
|
2.71K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.63K+ 10.3% |
$1.15M - $1.34M
|
60.3K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.76K- 21.98% |
$770K - $894K
|
13.3K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9+ 0.87% |
$1.84K - $2.14K
|
1.04K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.54KNew |
$725K - $842K
|
3.54K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
646+ 4.36% |
$132K - $154K
|
15.5K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
19+ 6.69% |
$3.89K - $4.52K
|
303
$79.2K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-975- 3.9% |
$200K - $232K
|
24.1K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
139+ 10.22% |
$28.5K - $33.1K
|
1.5K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-77- 2.17% |
$15.8K - $18.3K
|
3.47K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
4.61KNew |
$944K - $1.1M
|
4.61K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-137- 1.43% |
$28.1K - $32.6K
|
9.42K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
19+ 0.96% |
$3.89K - $4.52K
|
2K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
315+ 1.83% |
$64.5K - $75K
|
17.6K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
25+ 1.68% |
$5.12K - $5.95K
|
1.51K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-36- 2.1% |
$7.38K - $8.57K
|
1.68K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$14.3K - $16.7K
|
70
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-866- 11.65% |
$177K - $206K
|
6.57K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
347+ 4.41% |
$71.1K - $82.6K
|
8.21K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-289- 0.68% |
$59.2K - $68.8K
|
42K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.4K+ 47.93% |
$11.5M - $13.4M
|
174K
$45.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12+ 0.38% |
$2.46K - $2.86K
|
3.18K
$831K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
156K+ 10.98% |
$32M - $37.2M
|
1.58M
$413M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.5KNew |
$307K - $357K
|
1.5K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.3K+ 1.57% |
$266K - $309K
|
83.8K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
201+ 9.47% |
$41.2K - $47.8K
|
2.32K
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-6- 0.64% |
$1.23K - $1.43K
|
935
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
872+ 32.73% |
$179K - $208K
|
3.54K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.25K+ 3.36% |
$665K - $772K
|
99.8K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 12.59% |
$1.45M - $1.68M
|
49K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
62+ 2.41% |
$12.7K - $14.8K
|
2.64K
$690K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.54K- 74.63% |
$724K - $841K
|
1.2K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
580+ 12.29% |
$119K - $138K
|
5.3K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.45K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15KNew |
$3.06M - $3.56M
|
15K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 10.07% |
$342K - $397K
|
18.2K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.28KNew |
$262K - $304K
|
1.28K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
258New |
$52.9K - $61.4K
|
258
$67.4K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-752- 0.17% |
$154K - $179K
|
443K
$116M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-25- 0.82% |
$5.12K - $5.95K
|
3.02K
$789K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-248- 17.25% |
$50.8K - $59K
|
1.19K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.56K- 59.44% |
$319K - $371K
|
1.06K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-32.6K- 27.9% |
$6.68M - $7.76M
|
84.3K
$22M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-150- 6.26% |
$30.7K - $35.7K
|
2.25K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
611+ 3.7% |
$125K - $145K
|
17.1K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.62% |
$1.23K - $1.43K
|
970
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.44K
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-41- 1.03% |
$8.4K - $9.76K
|
3.95K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2+ 0.15% |
$410 - $476
|
1.38K
$361K
|