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 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-337- 5.03% |
$69.1K - $80.2K
|
6.36K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.53K+ 3.41% |
$724K - $841K
|
107K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 6.67% |
$20.5K - $23.8K
|
1.4K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.47KNew |
$302K - $351K
|
1.47K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
763New |
$156K - $182K
|
763
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
108+ 9.58% |
$22.1K - $25.7K
|
1.24K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
500New |
$102K - $119K
|
500
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-530- 29.49% |
$109K - $126K
|
1.27K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47+ 2.7% |
$9.63K - $11.2K
|
1.79K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
325+ 27.24% |
$66.6K - $77.4K
|
1.52K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-229- 33.63% |
$46.9K - $54.5K
|
452
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6- 0.59% |
$1.23K - $1.43K
|
1.01K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.19K+ 35.4% |
$244K - $283K
|
4.55K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.03KNew |
$211K - $245K
|
1.03K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
200+ 12.0% |
$41K - $47.6K
|
1.87K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-38- 2.34% |
$7.79K - $9.05K
|
1.59K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-15- 0.91% |
$3.07K - $3.57K
|
1.64K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 4.86% |
$10.2K - $11.9K
|
979
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.42K- 29.57% |
$496K - $577K
|
5.77K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 1.25% |
$7.58K - $8.81K
|
2.99K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.83% |
$1.64K - $1.9K
|
957
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 6.08% |
$20.5K - $23.8K
|
1.55K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
244+ 22.32% |
$50K - $58.1K
|
1.34K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.32KNew |
$270K - $314K
|
1.32K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-25- 0.41% |
$5.12K - $5.95K
|
6.05K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
357New |
$73.1K - $85K
|
357
$95.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
67New |
$13.7K - $15.9K
|
67
$17.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.44% |
$10.2K - $11.9K
|
3.43K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
911New |
$187K - $217K
|
911
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-9- 0.24% |
$1.84K - $2.14K
|
3.76K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-64- 6.51% |
$13.1K - $15.2K
|
919
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
969New |
$199K - $231K
|
969
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 3.64% |
$12.9K - $15K
|
1.67K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-25- 2.2% |
$5.12K - $5.95K
|
1.11K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-497- 3.92% |
$102K - $118K
|
12.2K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-7- 0.69% |
$1.43K - $1.67K
|
1K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$21.6K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-348- 8.04% |
$71.3K - $82.8K
|
3.98K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.55K- 7.56% |
$522K - $607K
|
31.2K
$8.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-45- 2.47% |
$9.22K - $10.7K
|
1.78K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
28.2KNew |
$5.77M - $6.71M
|
28.2K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
4.3KNew |
$881K - $1.02M
|
4.3K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-269- 14.56% |
$55.1K - $64K
|
1.58K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87- 10.25% |
$17.8K - $20.7K
|
762
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-30- 0.93% |
$6.15K - $7.14K
|
3.2K
$854K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-13- 0.61% |
$2.66K - $3.09K
|
2.12K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
502+ 20.12% |
$103K - $119K
|
3K
$800K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
766New |
$157K - $182K
|
766
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 96.57% |
$398K - $462K
|
69
$18.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-53- 1.44% |
$10.9K - $12.6K
|
3.63K
$969K
|