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 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
153+ 6.09% |
$31.3K - $36.4K
|
2.67K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
93+ 2.7% |
$19.1K - $22.1K
|
3.54K
$963K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
4.51KNew |
$925K - $1.07M
|
4.51K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.84K+ 226.09% |
$787K - $914K
|
5.54K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
5.81KNew |
$1.19M - $1.38M
|
5.81K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-34- 1.54% |
$6.97K - $8.09K
|
2.17K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-240- 1.05% |
$49.2K - $57.1K
|
22.7K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.01KNew |
$411K - $478K
|
2.01K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.95K+ 12.45% |
$399K - $463K
|
17.6K
$4.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
944New |
$193K - $225K
|
944
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.66KNew |
$339K - $394K
|
1.66K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.2K- 4.24% |
$451K - $524K
|
49.7K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 2.13% |
$205 - $238
|
48
$13.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
714+ 110.02% |
$146K - $170K
|
1.36K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.86KNew |
$382K - $443K
|
1.86K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 2.26% |
$1.43K - $1.67K
|
317
$86.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-630- 15.34% |
$129K - $150K
|
3.48K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
12.7KNew |
$2.61M - $3.03M
|
12.7K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 2.22% |
$7.99K - $9.28K
|
1.72K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-155- 1.21% |
$31.8K - $36.9K
|
12.6K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
58+ 6.11% |
$11.9K - $13.8K
|
1.01K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
122+ 11.74% |
$25K - $29K
|
1.16K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
164KNew |
$33.6M - $39M
|
164K
$44.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
4.1K+ 6.52% |
$840K - $976K
|
67K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-3.74K- 68.07% |
$767K - $891K
|
1.76K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-120- 7.0% |
$24.6K - $28.6K
|
1.59K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.08K- 50.0% |
$427K - $496K
|
2.08K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 1.6% |
$3.28K - $3.81K
|
1.02K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.86KNew |
$585K - $680K
|
2.86K
$777K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$24.2K - $28.1K
|
118
$32.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-20- 0.65% |
$4.1K - $4.76K
|
3.05K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-502- 13.77% |
$103K - $119K
|
3.14K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
240+ 5.49% |
$49.2K - $57.1K
|
4.61K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 5.35% |
$20.5K - $23.8K
|
1.97K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.03KNew |
$211K - $245K
|
1.03K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
27.8KNew |
$5.69M - $6.61M
|
27.8K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
50+ 0.24% |
$10.2K - $11.9K
|
20.5K
$5.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 6.03% |
$14.3K - $16.7K
|
1.09K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-50- 0.87% |
$10.2K - $11.9K
|
5.73K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
90+ 0.51% |
$18.4K - $21.4K
|
17.7K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
159+ 4.35% |
$32.6K - $37.8K
|
3.81K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-21- 0.27% |
$4.3K - $5K
|
7.84K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-65- 3.79% |
$13.3K - $15.5K
|
1.65K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
98+ 4.71% |
$20.1K - $23.3K
|
2.18K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.13KNew |
$232K - $269K
|
1.13K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.55% |
$5.12K - $5.95K
|
1.59K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.04KNew |
$214K - $249K
|
1.04K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1MNew |
$205M - $238M
|
1M
$272M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-100- 2.23% |
$20.5K - $23.8K
|
4.39K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.81% |
$20.5K - $23.8K
|
2.53K
$687K
|