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 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.62% |
$1.23K - $1.43K
|
970
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.44K
$838K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-41- 1.03% |
$8.4K - $9.76K
|
3.95K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2+ 0.15% |
$410 - $476
|
1.38K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 27.61% |
$354K - $411K
|
7.98K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-131- 9.87% |
$26.8K - $31.2K
|
1.2K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
2.66KNew |
$546K - $634K
|
2.66K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
6.95KNew |
$1.42M - $1.65M
|
6.95K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.34K- 69.37% |
$684K - $795K
|
1.47K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.28K- 28.34% |
$1.29M - $1.49M
|
15.9K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-164- 6.34% |
$33.6K - $39K
|
2.42K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
760+ 1.76% |
$156K - $181K
|
43.9K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3K- 5.18% |
$614K - $714K
|
54.9K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-413- 26.82% |
$84.6K - $98.3K
|
1.13K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169- 5.3% |
$34.6K - $40.2K
|
3.02K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.5K+ 25.14% |
$5.22M - $6.06M
|
127K
$30.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$410 - $476
|
3K
$732K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
122+ 174.29% |
$25K - $29K
|
192
$46.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
43+ 0.68% |
$8.81K - $10.2K
|
6.35K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
127K+ 1.94% |
$25.9M - $30.1M
|
6.67M
$1.63B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-68- 0.69% |
$13.9K - $16.2K
|
9.77K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
272K+ 130.29% |
$55.7M - $64.7M
|
480K
$117M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 0.72% |
$430K - $500K
|
291K
$71M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4+ 0.35% |
$820 - $952
|
1.14K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15New |
$3.07K - $3.57K
|
15
$3.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-113- 1.01% |
$23.2K - $26.9K
|
11.1K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-110- 1.82% |
$22.5K - $26.2K
|
5.92K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-364- 4.21% |
$74.6K - $86.6K
|
8.28K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-19- 0.47% |
$3.89K - $4.52K
|
4K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
959New |
$196K - $228K
|
959
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-416- 2.15% |
$85.2K - $99K
|
19K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-39.2K- 10.22% |
$8.04M - $9.34M
|
345K
$84.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-16- 1.67% |
$3.28K - $3.81K
|
943
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 0.35% |
$205 - $238
|
288
$70.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-8- 0.38% |
$1.64K - $1.9K
|
2.13K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-330- 19.64% |
$67.6K - $78.6K
|
1.35K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.89K- 0.8% |
$387K - $450K
|
233K
$56.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
441New |
$90.4K - $105K
|
441
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-53- 0.73% |
$10.9K - $12.6K
|
7.24K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-158- 2.83% |
$32.4K - $37.6K
|
5.42K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
510+ 8.61% |
$104K - $121K
|
6.43K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-353- 0.58% |
$72.3K - $84K
|
60.1K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
501+ 19.84% |
$103K - $119K
|
3.03K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.05K+ 189.21% |
$216K - $250K
|
1.61K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.21K+ 5.74% |
$453K - $526K
|
40.7K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.15K+ 6.71% |
$235K - $273K
|
18.3K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-15- 21.43% |
$3.07K - $3.57K
|
55
$13.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
819+ 1.0% |
$168K - $195K
|
82.8K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 0.53% |
$20.5K - $23.8K
|
18.8K
$4.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-1.87K- 2.4% |
$383K - $445K
|
76.1K
$18.6M
|