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 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
404+ 32.01% |
$82.8K - $96.2K
|
1.67K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-9- 0.24% |
$1.84K - $2.14K
|
3.76K
$934K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
530+ 22.82% |
$109K - $126K
|
2.85K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-429- 7.75% |
$87.9K - $102K
|
5.11K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-64- 6.51% |
$13.1K - $15.2K
|
919
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.94K+ 8.34% |
$398K - $463K
|
25.2K
$6.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
171+ 2.21% |
$35K - $40.7K
|
7.9K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
969New |
$199K - $231K
|
969
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
180+ 2.02% |
$36.9K - $42.8K
|
9.09K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.12K+ 73.19% |
$1.05M - $1.22M
|
12.1K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.33% |
$12.5K - $14.5K
|
18.6K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-26- 1.79% |
$5.33K - $6.19K
|
1.43K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
7+ 0.14% |
$1.43K - $1.67K
|
4.89K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$410 - $476
|
1.18K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
66.7KNew |
$13.7M - $15.9M
|
66.7K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 2.19% |
$9.22K - $10.7K
|
2.1K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
34+ 0.97% |
$6.97K - $8.09K
|
3.52K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-242- 12.38% |
$49.6K - $57.6K
|
1.71K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 3.64% |
$12.9K - $15K
|
1.67K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 20.51% |
$726K - $844K
|
20.8K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-136- 2.9% |
$27.9K - $32.4K
|
4.55K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-25- 2.2% |
$5.12K - $5.95K
|
1.11K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-140- 1.87% |
$28.7K - $33.3K
|
7.33K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 4.24% |
$9.84K - $11.4K
|
1.08K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
53+ 1.07% |
$10.9K - $12.6K
|
4.99K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37+ 2.95% |
$7.58K - $8.81K
|
1.29K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-497- 3.92% |
$102K - $118K
|
12.2K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-7- 0.69% |
$1.43K - $1.67K
|
1K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-257- 5.17% |
$52.7K - $61.2K
|
4.71K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$20.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-554- 7.14% |
$114K - $132K
|
7.2K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
128+ 2.18% |
$26.2K - $30.5K
|
6.01K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-348- 8.04% |
$71.3K - $82.8K
|
3.98K
$989K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.43% |
$1.02K - $1.19K
|
1.17K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-749- 4.0% |
$153K - $178K
|
18K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
64+ 1.4% |
$13.1K - $15.2K
|
4.65K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
51+ 2.24% |
$10.4K - $12.1K
|
2.33K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.09K+ 4.95% |
$1.04M - $1.21M
|
108K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.83K- 2.92% |
$784K - $911K
|
127K
$31.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.55K- 7.56% |
$522K - $607K
|
31.2K
$7.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
51+ 0.93% |
$10.4K - $12.1K
|
5.56K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$2.87K - $3.33K
|
919
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
300+ 27.62% |
$61.5K - $71.4K
|
1.39K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.52% |
$352K - $409K
|
69.9K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.39K- 2.71% |
$284K - $330K
|
49.8K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
134+ 9.55% |
$27.5K - $31.9K
|
1.54K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-167- 1.29% |
$34.2K - $39.8K
|
12.7K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.02K - $1.19K
|
1.33K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.35K- 3.86% |
$277K - $322K
|
33.8K
$8.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.06% |
$205 - $238
|
1.74K
$433K
|