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
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.04% |
$205 - $238
|
2.65K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.5K+ 56.69% |
$3.58M - $4.16M
|
48.3K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 2.47% |
$6.15K - $7.14K
|
1.19K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 10.68% |
$29.3K - $34K
|
1.2K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.53K+ 5.57% |
$313K - $363K
|
28.9K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
714+ 39.49% |
$146K - $170K
|
2.52K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.67% |
$231K - $269K
|
29.6K
$7.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-84- 5.59% |
$17.2K - $20K
|
1.42K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.05K+ 64.68% |
$830K - $964K
|
10.3K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.07KNew |
$219K - $255K
|
1.07K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$205 - $238
|
3.65K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 5.65% |
$17.6K - $20.5K
|
1.61K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
67+ 2.8% |
$13.7K - $15.9K
|
2.46K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-15- 0.91% |
$3.07K - $3.57K
|
1.64K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-674- 1.84% |
$138K - $160K
|
35.9K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 4.86% |
$10.2K - $11.9K
|
979
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-47- 2.85% |
$9.63K - $11.2K
|
1.6K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-181- 1.45% |
$37.1K - $43.1K
|
12.3K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
984+ 32.01% |
$202K - $234K
|
4.06K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-153- 3.11% |
$31.3K - $36.4K
|
4.77K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-83- 0.91% |
$17K - $19.8K
|
9.07K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
373+ 3.78% |
$76.4K - $88.8K
|
10.2K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-47- 1.17% |
$9.63K - $11.2K
|
3.98K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-8.46K- 12.9% |
$1.73M - $2.01M
|
57.1K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 7.86% |
$227K - $264K
|
15.2K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
405+ 2.95% |
$83K - $96.4K
|
14.1K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.42K- 29.57% |
$496K - $577K
|
5.77K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
214+ 0.81% |
$43.8K - $50.9K
|
26.6K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-16- 0.18% |
$3.28K - $3.81K
|
8.7K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.79K+ 168.4% |
$366K - $425K
|
2.85K
$679K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.36% |
$1.23K - $1.43K
|
1.67K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-72- 4.51% |
$14.8K - $17.1K
|
1.52K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
511+ 21.56% |
$105K - $122K
|
2.88K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 1.25% |
$7.58K - $8.81K
|
2.99K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.83% |
$1.64K - $1.9K
|
957
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.6% |
$5.53K - $6.43K
|
4.48K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 42.78% |
$652K - $758K
|
10.6K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
510+ 33.29% |
$104K - $121K
|
2.04K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.29K+ 26.81% |
$469K - $545K
|
10.8K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
24+ 0.25% |
$4.92K - $5.71K
|
9.53K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
595+ 4.26% |
$122K - $142K
|
14.5K
$3.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 0.27% |
$1.02K - $1.19K
|
1.86K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
274+ 3.06% |
$56.1K - $65.2K
|
9.22K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-149- 4.76% |
$30.5K - $35.5K
|
2.98K
$712K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-371- 1.08% |
$76K - $88.3K
|
34.1K
$8.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25.4K+ 13.13% |
$5.2M - $6.04M
|
219K
$52.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
195+ 9.86% |
$40K - $46.4K
|
2.17K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23.9K- 34.19% |
$4.9M - $5.7M
|
46.1K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-23- 1.77% |
$4.71K - $5.47K
|
1.28K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 6.08% |
$20.5K - $23.8K
|
1.55K
$369K
|