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 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-674- 1.84% |
$138K - $160K
|
35.9K
$9.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 4.86% |
$10.2K - $11.9K
|
979
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
13+ 0.77% |
$2.66K - $3.09K
|
1.71K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-47- 2.85% |
$9.63K - $11.2K
|
1.6K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-181- 1.45% |
$37.1K - $43.1K
|
12.3K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 0.33% |
$25K - $29K
|
37.2K
$9.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-19- 0.43% |
$3.89K - $4.52K
|
4.39K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 7.77% |
$241K - $280K
|
14K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
984+ 32.01% |
$202K - $234K
|
4.06K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-374- 3.09% |
$76.6K - $89K
|
11.7K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.11K- 3.04% |
$1.05M - $1.22M
|
163K
$42.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
78+ 1.26% |
$16K - $18.6K
|
6.28K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-338- 2.41% |
$69.3K - $80.5K
|
13.7K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 0.41% |
$13.3K - $15.5K
|
16K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 0.69% |
$2.05K - $2.38K
|
1.44K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$615 - $714
|
429
$112K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-153- 3.11% |
$31.3K - $36.4K
|
4.77K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.16K- 3.61% |
$237K - $275K
|
30.9K
$8.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-83- 0.91% |
$17K - $19.8K
|
9.07K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
373+ 3.78% |
$76.4K - $88.8K
|
10.2K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-47- 1.17% |
$9.63K - $11.2K
|
3.98K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-8.46K- 12.9% |
$1.73M - $2.01M
|
57.1K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 7.86% |
$227K - $264K
|
15.2K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
405+ 2.95% |
$83K - $96.4K
|
14.1K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.42K- 29.57% |
$496K - $577K
|
5.77K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
17.7K+ 98.9% |
$3.63M - $4.22M
|
35.6K
$9.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
214+ 0.81% |
$43.8K - $50.9K
|
26.6K
$6.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.36% |
$4.3K - $5K
|
5.86K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.51KNew |
$309K - $359K
|
1.51K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-16- 0.18% |
$3.28K - $3.81K
|
8.7K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.17K- 2.36% |
$239K - $278K
|
48.3K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.79K+ 168.4% |
$366K - $425K
|
2.85K
$743K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-88- 2.0% |
$18K - $20.9K
|
4.31K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.36% |
$1.23K - $1.43K
|
1.67K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.09% |
$615 - $714
|
3.35K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17- 1.29% |
$3.48K - $4.05K
|
1.31K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.51K+ 106.76% |
$515K - $598K
|
4.87K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-72- 4.51% |
$14.8K - $17.1K
|
1.52K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.89K- 17.22% |
$386K - $449K
|
9.06K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
511+ 21.56% |
$105K - $122K
|
2.88K
$753K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
263+ 28.43% |
$53.9K - $62.6K
|
1.19K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 1.25% |
$7.58K - $8.81K
|
2.99K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.83% |
$1.64K - $1.9K
|
957
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
50+ 0.95% |
$10.2K - $11.9K
|
5.31K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.6% |
$5.53K - $6.43K
|
4.48K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 42.78% |
$652K - $758K
|
10.6K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
510+ 33.29% |
$104K - $121K
|
2.04K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-210K- 36.36% |
$43M - $50M
|
368K
$96M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.29K+ 26.81% |
$469K - $545K
|
10.8K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
24+ 0.25% |
$4.92K - $5.71K
|
9.53K
$2.49M
|