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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
5New |
$1.02K - $1.19K
|
5
$1.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
16New |
$3.28K - $3.81K
|
16
$4.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.2KNew |
$2.29M - $2.67M
|
11.2K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
182+ 9.03% |
$37.3K - $43.3K
|
2.2K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.05KNew |
$215K - $249K
|
1.05K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.23K- 68.21% |
$457K - $531K
|
1.04K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-65- 2.96% |
$13.3K - $15.5K
|
2.13K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
85+ 2.45% |
$17.4K - $20.2K
|
3.55K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
4+ 0.27% |
$820 - $952
|
1.5K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
243New |
$49.8K - $57.8K
|
243
$64.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-30- 14.63% |
$6.15K - $7.14K
|
175
$46.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.14K+ 120.59% |
$233K - $270K
|
2.08K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-114- 7.95% |
$23.4K - $27.1K
|
1.32K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-704- 3.63% |
$144K - $168K
|
18.7K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-13.9K- 29.83% |
$2.85M - $3.31M
|
32.7K
$8.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-68- 20.06% |
$13.9K - $16.2K
|
271
$72.3K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
955New |
$196K - $227K
|
955
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
220New |
$45.1K - $52.4K
|
220
$58.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
313+ 17.33% |
$64.1K - $74.5K
|
2.12K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-70- 6.92% |
$14.3K - $16.7K
|
941
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-67- 3.93% |
$13.7K - $15.9K
|
1.64K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
992New |
$203K - $236K
|
992
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
267+ 23.4% |
$54.7K - $63.6K
|
1.41K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
14+ 0.6% |
$2.87K - $3.33K
|
2.34K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 7.5% |
$9.63K - $11.2K
|
674
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
441+ 12.25% |
$90.4K - $105K
|
4.04K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-30- 2.35% |
$6.15K - $7.14K
|
1.25K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
794New |
$163K - $189K
|
794
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2KNew |
$410K - $476K
|
2K
$534K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.9KNew |
$594K - $690K
|
2.9K
$774K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-3.12K- 44.76% |
$640K - $743K
|
3.85K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.52% |
$25.6K - $29.8K
|
3.42K
$914K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.62KNew |
$332K - $386K
|
1.62K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9+ 0.87% |
$1.84K - $2.14K
|
1.04K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
19+ 6.69% |
$3.89K - $4.52K
|
303
$80.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-866- 11.65% |
$177K - $206K
|
6.57K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.5KNew |
$307K - $357K
|
1.5K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
201+ 9.47% |
$41.2K - $47.8K
|
2.32K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.54K- 74.63% |
$724K - $841K
|
1.2K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15KNew |
$3.06M - $3.56M
|
15K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.28KNew |
$262K - $304K
|
1.28K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
258New |
$52.9K - $61.4K
|
258
$68.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.56K- 59.44% |
$319K - $371K
|
1.06K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
2.66KNew |
$546K - $634K
|
2.66K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15New |
$3.07K - $3.57K
|
15
$4K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 0.35% |
$205 - $238
|
288
$76.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-8- 0.38% |
$1.64K - $1.9K
|
2.13K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
441New |
$90.4K - $105K
|
441
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
510+ 8.61% |
$104K - $121K
|
6.43K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 0.53% |
$20.5K - $23.8K
|
18.8K
$5.02M
|