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 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.03KNew |
$211K - $245K
|
1.03K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 1.08% |
$6.97K - $8.09K
|
3.11K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
139New |
$28.5K - $33.1K
|
139
$37.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
220New |
$45.1K - $52.4K
|
220
$58.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.32K- 54.47% |
$270K - $313K
|
1.1K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-221- 13.63% |
$45.3K - $52.6K
|
1.4K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
35+ 2.01% |
$7.17K - $8.33K
|
1.78K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3+ 0.32% |
$615 - $714
|
930
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 0.28% |
$6.15K - $7.14K
|
10.6K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
114KNew |
$23.3M - $27.1M
|
114K
$30.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 0.87% |
$2.87K - $3.33K
|
1.62K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
215+ 15.31% |
$44.1K - $51.2K
|
1.62K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-298- 8.28% |
$61.1K - $70.9K
|
3.3K
$880K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-200- 2.45% |
$41K - $47.6K
|
7.96K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6New |
$1.23K - $1.43K
|
6
$1.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 7.31% |
$86.5K - $100K
|
5.35K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.56KNew |
$319K - $370K
|
1.56K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-400- 13.87% |
$82K - $95.2K
|
2.48K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-107- 0.39% |
$21.9K - $25.5K
|
27.1K
$7.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.92K+ 9.0% |
$394K - $458K
|
23.3K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.65K- 17.52% |
$748K - $869K
|
17.2K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
200+ 14.07% |
$41K - $47.6K
|
1.62K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-10- 0.58% |
$2.05K - $2.38K
|
1.73K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 7.23% |
$65K - $75.5K
|
4.7K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
6+ 0.41% |
$1.23K - $1.43K
|
1.48K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.8KNew |
$1.19M - $1.38M
|
5.8K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
231+ 18.26% |
$47.3K - $55K
|
1.5K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
800+ 12.83% |
$164K - $190K
|
7.04K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-365- 21.03% |
$74.8K - $86.9K
|
1.37K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-50- 1.3% |
$10.2K - $11.9K
|
3.8K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.53% |
$10.2K - $11.9K
|
3.22K
$860K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
364New |
$74.6K - $86.6K
|
364
$97.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8.8K- 93.62% |
$1.8M - $2.09M
|
600
$160K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.24KNew |
$868K - $1.01M
|
4.24K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-77- 7.65% |
$15.8K - $18.3K
|
930
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
32+ 1.56% |
$6.56K - $7.62K
|
2.08K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
53+ 1.06% |
$10.9K - $12.6K
|
5.05K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
62+ 1.24% |
$12.7K - $14.8K
|
5.05K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-162- 12.21% |
$33.2K - $38.6K
|
1.17K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-11.9K- 25.47% |
$2.44M - $2.84M
|
34.9K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.1KNew |
$840K - $976K
|
4.1K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
83.7KNew |
$17.2M - $19.9M
|
83.7K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.2K- 3.2% |
$2.08M - $2.42M
|
308K
$82.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-550- 15.63% |
$113K - $131K
|
2.97K
$793K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
5.67KNew |
$1.16M - $1.35M
|
5.67K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
389New |
$79.7K - $92.6K
|
389
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40New |
$8.2K - $9.52K
|
40
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$3.07K - $3.57K
|
2.45K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3+ 0.08% |
$615 - $714
|
3.63K
$969K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-137- 0.54% |
$28.1K - $32.6K
|
25.2K
$6.74M
|