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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-125- 1.2% |
$27.2K - $33.1K
|
10.3K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 0.77% |
$3.04K - $3.71K
|
1.83K
$488K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
293+ 31.2% |
$63.7K - $77.6K
|
1.23K
$329K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-80- 0.47% |
$17.4K - $21.2K
|
16.9K
$4.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$197K - $240K
|
906
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
902New |
$196K - $239K
|
902
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-207- 0.14% |
$45K - $54.8K
|
146K
$38.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-276- 5.11% |
$60K - $73.1K
|
5.13K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-269- 2.01% |
$58.5K - $71.2K
|
13.1K
$3.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15- 0.24% |
$3.26K - $3.97K
|
6.14K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
329+ 15.91% |
$71.5K - $87.1K
|
2.4K
$640K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.28% |
$652 - $794
|
1.09K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-115- 1.31% |
$25K - $30.4K
|
8.68K
$2.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.25% |
$7.61K - $9.27K
|
14.1K
$3.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
87+ 16.57% |
$18.9K - $23K
|
612
$163K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-423- 2.64% |
$92K - $112K
|
15.6K
$4.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.58K- 18.74% |
$561K - $683K
|
11.2K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.24K+ 54.2% |
$270K - $328K
|
3.53K
$941K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 8.03% |
$54.4K - $66.2K
|
2.87K
$765K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 1.41% |
$4.35K - $5.29K
|
1.44K
$384K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-151- 2.51% |
$32.8K - $40K
|
5.86K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-11- 0.25% |
$2.39K - $2.91K
|
4.42K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-380- 13.19% |
$82.6K - $101K
|
2.5K
$667K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.08% |
$652 - $794
|
3.7K
$986K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-272- 5.67% |
$59.1K - $72K
|
4.53K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-195- 4.2% |
$42.4K - $51.6K
|
4.45K
$1.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 3.53% |
$47.4K - $57.7K
|
6.4K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 3.5% |
$21.7K - $26.5K
|
2.76K
$735K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 2.02% |
$1.09K - $1.32K
|
253
$67.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-14- 0.15% |
$3.04K - $3.71K
|
9.07K
$2.42M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
821New |
$178K - $217K
|
821
$219K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-18K- 5.65% |
$3.92M - $4.77M
|
301K
$80.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-799- 2.71% |
$174K - $212K
|
28.7K
$7.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-109- 1.03% |
$23.7K - $28.9K
|
10.5K
$2.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.36K+ 44.14% |
$295K - $359K
|
4.43K
$1.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-430- 5.33% |
$93.5K - $114K
|
7.63K
$2.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.11K+ 72.61% |
$676K - $823K
|
7.39K
$1.97M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-6.32K- 13.66% |
$1.37M - $1.67M
|
39.9K
$10.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-245- 1.71% |
$53.3K - $64.9K
|
14.1K
$3.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
330+ 8.73% |
$71.7K - $87.4K
|
4.11K
$1.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1.28K- 7.15% |
$277K - $338K
|
16.6K
$4.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.12% |
$2.17K - $2.65K
|
8.35K
$2.23M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 26.93% |
$80.2K - $97.7K
|
1K
$267K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
390+ 60.75% |
$84.8K - $103K
|
1.03K
$275K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-445- 19.18% |
$96.7K - $118K
|
1.88K
$500K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 0.8% |
$2.17K - $2.65K
|
1.26K
$335K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.04K- 10.23% |
$225K - $274K
|
9.09K
$2.43M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
103+ 6.62% |
$22.4K - $27.3K
|
1.66K
$443K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-271- 1.9% |
$58.9K - $71.7K
|
14K
$3.74M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-2.2K- 3.24% |
$479K - $583K
|
65.8K
$17.6M
|