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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
983New |
$172K - $220K
|
983
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 14.54% |
$33.4M - $42.5M
|
1.5M
$408M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-51- 2.82% |
$8.93K - $11.4K
|
1.76K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.6K+ 2.07% |
$2.38M - $3.03M
|
668K
$182M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
259+ 6.57% |
$45.4K - $57.9K
|
4.2K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
428New |
$74.9K - $95.6K
|
428
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.05KNew |
$184K - $235K
|
1.05K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-200- 16.46% |
$35K - $44.7K
|
1.02K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-716- 38.23% |
$125K - $160K
|
1.16K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.79% |
$1.05K - $1.34K
|
765
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.17KNew |
$204K - $260K
|
1.17K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$203K - $259K
|
1.16K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
600+ 27.01% |
$105K - $134K
|
2.82K
$768K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
72+ 0.96% |
$12.6K - $16.1K
|
7.55K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-52- 1.66% |
$9.11K - $11.6K
|
3.09K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-150- 10.53% |
$26.3K - $33.5K
|
1.28K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.05KNew |
$184K - $235K
|
1.05K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
134+ 6.26% |
$23.5K - $29.9K
|
2.27K
$618K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-145- 2.71% |
$25.4K - $32.4K
|
5.21K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.15KNew |
$201K - $257K
|
1.15K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.15KNew |
$201K - $256K
|
1.15K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-135- 39.47% |
$23.6K - $30.2K
|
207
$56.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
939New |
$164K - $210K
|
939
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.15KNew |
$201K - $257K
|
1.15K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
968New |
$169K - $216K
|
968
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-265- 10.17% |
$46.4K - $59.2K
|
2.34K
$637K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-110- 8.38% |
$19.3K - $24.6K
|
1.2K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.1KNew |
$192K - $245K
|
1.1K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.76K- 10.44% |
$658K - $839K
|
32.2K
$8.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-500- 18.2% |
$87.6K - $112K
|
2.25K
$611K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$2.28K - $2.9K
|
6.06K
$1.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.7% |
$525 - $670
|
433
$118K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12+ 0.59% |
$2.1K - $2.68K
|
2.05K
$557K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.71KNew |
$474K - $604K
|
2.71K
$736K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
300+ 5.45% |
$52.5K - $67K
|
5.81K
$1.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.08KNew |
$189K - $241K
|
1.08K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.12KNew |
$371K - $474K
|
2.12K
$577K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$4.9K - $6.25K
|
4.68K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
40+ 1.04% |
$7K - $8.94K
|
3.9K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11+ 0.45% |
$1.93K - $2.46K
|
2.45K
$667K
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$181K - $231K
|
1.04K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-39- 1.94% |
$6.83K - $8.71K
|
1.98K
$537K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-853- 21.65% |
$149K - $191K
|
3.09K
$840K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.85% |
$17.5K - $22.3K
|
1.36K
$370K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
927New |
$162K - $207K
|
927
$252K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 0.85% |
$2.63K - $3.35K
|
1.78K
$485K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
950New |
$166K - $212K
|
950
$258K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
264+ 7.6% |
$43.4K - $50.4K
|
3.74K
$1.02M
|
|
|
Mar 18, 2025
Q2 2024
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
- |
-207KClosed |
$34.1M - $39.6M
|
0
$0
|
|