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 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
298+ 9.64% |
$61.1K - $70.9K
|
3.39K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6- 0.59% |
$1.23K - $1.43K
|
1.01K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.61% |
$2.46K - $2.86K
|
1.97K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.22% |
$1.64K - $1.9K
|
3.6K
$878K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.61% |
$5.74K - $6.67K
|
4.59K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 17.37% |
$219K - $254K
|
7.22K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-309- 4.59% |
$63.3K - $73.6K
|
6.42K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
740+ 24.73% |
$152K - $176K
|
3.73K
$910K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 0.8% |
$6.76K - $7.86K
|
4.09K
$997K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
58+ 0.82% |
$11.9K - $13.8K
|
7.16K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 0.23% |
$10.2K - $11.9K
|
21.6K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-47- 4.32% |
$9.63K - $11.2K
|
1.04K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.19K+ 35.4% |
$244K - $283K
|
4.55K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.03KNew |
$211K - $245K
|
1.03K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3+ 0.1% |
$615 - $714
|
3.09K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
5+ 0.22% |
$1.02K - $1.19K
|
2.31K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
985New |
$202K - $234K
|
985
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.47K- 9.99% |
$301K - $350K
|
13.2K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 8.93% |
$244K - $283K
|
14.5K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 5.85% |
$249K - $289K
|
22K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
200+ 12.0% |
$41K - $47.6K
|
1.87K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-38- 2.34% |
$7.79K - $9.05K
|
1.59K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
945New |
$194K - $225K
|
945
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32- 1.47% |
$6.56K - $7.62K
|
2.14K
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.22K+ 9.94% |
$250K - $291K
|
13.5K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.26K- 32.72% |
$1.69M - $1.97M
|
17K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$2.05K - $2.38K
|
2.07K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$410 - $476
|
3.59K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48+ 2.43% |
$9.84K - $11.4K
|
2.03K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-234K- 23.16% |
$48M - $55.8M
|
778K
$190M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.04% |
$205 - $238
|
2.65K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.5K+ 56.69% |
$3.58M - $4.16M
|
48.3K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 2.47% |
$6.15K - $7.14K
|
1.19K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 10.68% |
$29.3K - $34K
|
1.2K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.53K+ 5.57% |
$313K - $363K
|
28.9K
$7.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
714+ 39.49% |
$146K - $170K
|
2.52K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.67% |
$231K - $269K
|
29.6K
$7.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-54- 3.46% |
$11.1K - $12.9K
|
1.51K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.41KNew |
$493K - $573K
|
2.41K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-67- 1.4% |
$13.7K - $15.9K
|
4.72K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 3.76% |
$215K - $250K
|
29K
$7.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-84- 5.59% |
$17.2K - $20K
|
1.42K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.98K+ 4.46% |
$1.02M - $1.19M
|
117K
$28.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-47.5K- 72.05% |
$9.72M - $11.3M
|
18.4K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
143+ 2.05% |
$29.3K - $34K
|
7.13K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.05K+ 64.68% |
$830K - $964K
|
10.3K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
151+ 6.86% |
$30.9K - $35.9K
|
2.35K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.07KNew |
$219K - $255K
|
1.07K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$205 - $238
|
3.65K
$889K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-32- 1.66% |
$6.56K - $7.62K
|
1.89K
$461K
|