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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-11- 0.27% |
$2.25K - $2.62K
|
4.07K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 0.16% |
$615 - $714
|
1.92K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 0.96% |
$2.25K - $2.62K
|
1.16K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.43K - $1.67K
|
1.19K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
46+ 3.87% |
$9.43K - $10.9K
|
1.23K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-114- 5.15% |
$23.4K - $27.1K
|
2.1K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28- 1.24% |
$5.74K - $6.67K
|
2.24K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.09KNew |
$223K - $259K
|
1.09K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
496+ 17.82% |
$102K - $118K
|
3.28K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2- 1.87% |
$410 - $476
|
105
$26.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
132+ 5.53% |
$27K - $31.4K
|
2.52K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-32- 1.46% |
$6.56K - $7.62K
|
2.16K
$537K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-155- 13.63% |
$31.8K - $36.9K
|
982
$244K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 3.18% |
$69.3K - $80.5K
|
10.3K
$2.55M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650+ 6.1% |
$133K - $155K
|
11.3K
$2.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.02K+ 34.83% |
$414K - $481K
|
7.83K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
263+ 2.52% |
$53.9K - $62.6K
|
10.7K
$2.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-6.93K- 10.38% |
$1.42M - $1.65M
|
59.8K
$14.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.18K- 20.12% |
$241K - $280K
|
4.67K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 7.25% |
$50.2K - $58.3K
|
3.13K
$779K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 19.23% |
$1.02K - $1.19K
|
31
$7.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-37- 0.97% |
$7.58K - $8.81K
|
3.79K
$942K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$1.02K - $1.19K
|
5.91K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 2.49% |
$4.3K - $5K
|
865
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.67K+ 27.21% |
$546K - $634K
|
12.5K
$3.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
278+ 0.58% |
$57K - $66.2K
|
48.3K
$12M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.66K+ 233.43% |
$1.16M - $1.35M
|
8.09K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 6.76% |
$20.7K - $24K
|
1.6K
$397K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.31K+ 458.25% |
$268K - $311K
|
1.59K
$396K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.71M- 99.63% |
$554M - $644M
|
10.2K
$2.53M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.91K- 13.8% |
$1.01M - $1.17M
|
30.7K
$7.63M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-237- 2.25% |
$48.6K - $56.4K
|
10.3K
$2.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
35.7KNew |
$7.31M - $8.5M
|
35.7K
$8.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-58- 2.75% |
$11.9K - $13.8K
|
2.05K
$510K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1K- 7.05% |
$205K - $239K
|
13.2K
$3.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.11% |
$1.02K - $1.19K
|
4.43K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-83- 1.41% |
$17K - $19.8K
|
5.79K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5+ 0.22% |
$1.02K - $1.19K
|
2.27K
$565K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-174- 1.03% |
$35.7K - $41.4K
|
16.7K
$4.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
752+ 8.76% |
$154K - $179K
|
9.34K
$2.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
239+ 12.74% |
$49K - $56.9K
|
2.12K
$526K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.82K+ 11.45% |
$373K - $433K
|
17.7K
$4.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.57% |
$2.66K - $3.09K
|
2.28K
$566K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 1.8% |
$6.56K - $7.62K
|
1.74K
$433K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.15K- 20.45% |
$236K - $274K
|
4.47K
$1.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-19- 1.14% |
$3.89K - $4.52K
|
1.64K
$408K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.34K+ 145.94% |
$888K - $1.03M
|
7.31K
$1.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.63K+ 6.51% |
$948K - $1.1M
|
75.6K
$18.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 40.0% |
$820K - $952K
|
14K
$3.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.55K- 29.55% |
$1.34M - $1.56M
|
15.6K
$3.88M
|