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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-81- 0.86% |
$16.6K - $19.3K
|
9.37K
$2.45M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
126+ 1.4% |
$25.8K - $30K
|
9.13K
$2.38M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.21KNew |
$658K - $764K
|
3.21K
$839K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-18.8K- 92.64% |
$3.85M - $4.48M
|
1.49K
$390K
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
721+ 14.55% |
$148K - $172K
|
5.68K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
236+ 16.0% |
$48.4K - $56.2K
|
1.71K
$447K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8- 0.38% |
$1.64K - $1.9K
|
2.09K
$547K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.55KNew |
$318K - $369K
|
1.55K
$405K
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
279+ 0.79% |
$57.2K - $66.4K
|
35.6K
$9.29M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
70+ 3.83% |
$14.3K - $16.7K
|
1.9K
$496K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-499- 11.66% |
$102K - $119K
|
3.78K
$987K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.74K+ 232.8% |
$561K - $652K
|
3.92K
$1.02M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.2K- 4.24% |
$451K - $524K
|
49.7K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
975+ 39.88% |
$200K - $232K
|
3.42K
$894K
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 2.45% |
$71.7K - $83.3K
|
13.9K
$3.64M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 2.13% |
$205 - $238
|
48
$12.5K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-856- 1.48% |
$175K - $204K
|
57.1K
$14.9M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
672+ 3.64% |
$138K - $160K
|
19.2K
$5.01M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
179+ 2.35% |
$36.7K - $42.6K
|
7.81K
$2.04M
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-260- 4.21% |
$53.3K - $61.9K
|
5.92K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-215- 0.81% |
$44.1K - $51.2K
|
26.2K
$6.85M
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19+ 0.17% |
$3.89K - $4.52K
|
11.1K
$2.89M
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
714+ 110.02% |
$146K - $170K
|
1.36K
$356K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.86KNew |
$382K - $443K
|
1.86K
$487K
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 3.18% |
$20.5K - $23.8K
|
3.04K
$794K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.17K+ 0.42% |
$240K - $279K
|
282K
$73.7M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.66% |
$4.3K - $5K
|
3.22K
$840K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-223- 6.79% |
$45.7K - $53.1K
|
3.06K
$800K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
199+ 10.01% |
$40.8K - $47.4K
|
2.19K
$571K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
204+ 22.22% |
$41.8K - $48.6K
|
1.12K
$293K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-15- 1.02% |
$3.07K - $3.57K
|
1.45K
$379K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-35- 3.0% |
$7.17K - $8.33K
|
1.13K
$296K
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
108+ 2.23% |
$22.1K - $25.7K
|
4.94K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.51K- 1.51% |
$1.54M - $1.79M
|
489K
$128M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
45+ 0.43% |
$9.22K - $10.7K
|
10.4K
$2.72M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 2.26% |
$1.43K - $1.67K
|
317
$82.8K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-165K- 82.39% |
$33.8M - $39.2M
|
35.2K
$9.2M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-630- 15.34% |
$129K - $150K
|
3.48K
$908K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
156+ 0.95% |
$32K - $37.1K
|
16.6K
$4.33M
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
185+ 74.9% |
$37.9K - $44K
|
432
$113K
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
12.7KNew |
$2.61M - $3.03M
|
12.7K
$3.32M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
163+ 7.57% |
$33.4K - $38.8K
|
2.32K
$605K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 0.17% |
$1.02K - $1.19K
|
2.89K
$755K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 2.22% |
$7.99K - $9.28K
|
1.72K
$448K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-155- 1.21% |
$31.8K - $36.9K
|
12.6K
$3.3M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
197+ 1.06% |
$40.4K - $46.9K
|
18.9K
$4.93M
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.11% |
$820 - $952
|
3.63K
$949K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
766+ 3.17% |
$157K - $182K
|
24.9K
$6.51M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-41- 2.52% |
$8.4K - $9.76K
|
1.59K
$414K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
58+ 6.11% |
$11.9K - $13.8K
|
1.01K
$263K
|