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 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-249- 0.89% |
$51K - $59.3K
|
27.7K
$7.25M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 0.4% |
$2.66K - $3.09K
|
3.23K
$843K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.28% |
$615 - $714
|
1.08K
$283K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.54% |
$1.23K - $1.43K
|
1.12K
$293K
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-36- 1.52% |
$7.38K - $8.57K
|
2.33K
$609K
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
95+ 8.28% |
$19.5K - $22.6K
|
1.24K
$325K
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-198- 1.05% |
$40.6K - $47.1K
|
18.6K
$4.86M
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 0.28% |
$6.15K - $7.14K
|
10.6K
$2.77M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
411+ 7.81% |
$84.2K - $97.8K
|
5.68K
$1.48M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-793- 8.54% |
$162K - $189K
|
8.5K
$2.22M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.39K+ 11.92% |
$284K - $330K
|
13K
$3.4M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-257- 9.46% |
$52.7K - $61.2K
|
2.46K
$643K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
89+ 2.1% |
$18.2K - $21.2K
|
4.34K
$1.13M
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-835- 3.34% |
$171K - $199K
|
24.2K
$6.31M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
880+ 13.29% |
$180K - $209K
|
7.5K
$1.96M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
261+ 20.67% |
$53.5K - $62.1K
|
1.52K
$398K
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.29% |
$615 - $714
|
1.04K
$273K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.67K- 2.35% |
$546K - $634K
|
111K
$28.9M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
114KNew |
$23.3M - $27.1M
|
114K
$29.8M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.99K- 4.72% |
$612K - $711K
|
60.3K
$15.7M
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
3.9K+ 84.82% |
$799K - $928K
|
8.5K
$2.22M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
60+ 1.08% |
$12.3K - $14.3K
|
5.61K
$1.46M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.48K+ 2.45% |
$304K - $353K
|
62K
$16.2M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 0.87% |
$2.87K - $3.33K
|
1.62K
$423K
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
215+ 15.31% |
$44.1K - $51.2K
|
1.62K
$423K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.62K- 1.35% |
$1.56M - $1.81M
|
558K
$146M
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-298- 8.28% |
$61.1K - $70.9K
|
3.3K
$862K
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-52.7K- 33.87% |
$10.8M - $12.5M
|
103K
$26.9M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87K+ 18.63% |
$588K - $684K
|
18.3K
$4.78M
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-193- 3.76% |
$39.5K - $45.9K
|
4.94K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-4.95K- 4.11% |
$1.01M - $1.18M
|
116K
$30.2M
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-298- 4.27% |
$61.1K - $70.9K
|
6.67K
$1.74M
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-200- 2.45% |
$41K - $47.6K
|
7.96K
$2.08M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-240- 17.75% |
$49.2K - $57.1K
|
1.11K
$291K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
60+ 2.48% |
$12.3K - $14.3K
|
2.48K
$648K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-172- 0.63% |
$35.2K - $40.9K
|
27.3K
$7.13M
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-90- 0.87% |
$18.4K - $21.4K
|
10.3K
$2.68M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-676- 7.7% |
$139K - $161K
|
8.1K
$2.12M
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
78.2K+ 3.92% |
$16M - $18.6M
|
2.07M
$542M
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16.1K- 29.22% |
$3.3M - $3.83M
|
39K
$10.2M
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-27.1K- 30.81% |
$5.56M - $6.46M
|
61K
$15.9M
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
25+ 0.65% |
$5.12K - $5.95K
|
3.87K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$205 - $238
|
8.31K
$2.17M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6New |
$1.23K - $1.43K
|
6
$1.57K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.02% |
$410 - $476
|
8.78K
$2.29M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-414- 6.56% |
$84.8K - $98.5K
|
5.9K
$1.54M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
107+ 1.11% |
$21.9K - $25.5K
|
9.71K
$2.54M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-82- 0.64% |
$16.8K - $19.5K
|
12.7K
$3.31M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.27K+ 31.93% |
$464K - $539K
|
9.36K
$2.45M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29+ 0.7% |
$5.94K - $6.9K
|
4.15K
$1.08M
|