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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-18K- 5.65% |
$3.92M - $4.77M
|
301K
$71.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-799- 2.71% |
$174K - $212K
|
28.7K
$6.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-109- 1.03% |
$23.7K - $28.9K
|
10.5K
$2.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.36K+ 44.14% |
$295K - $359K
|
4.43K
$1.06M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-430- 5.33% |
$93.5K - $114K
|
7.63K
$1.82M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.11K+ 72.61% |
$676K - $823K
|
7.39K
$1.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-6.32K- 13.66% |
$1.37M - $1.67M
|
39.9K
$9.54M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-245- 1.71% |
$53.3K - $64.9K
|
14.1K
$3.37M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
330+ 8.73% |
$71.7K - $87.4K
|
4.11K
$981K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1.28K- 7.15% |
$277K - $338K
|
16.6K
$3.95M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.12% |
$2.17K - $2.65K
|
8.35K
$2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.45K- 9.22% |
$315K - $384K
|
14.3K
$3.41M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 26.93% |
$80.2K - $97.7K
|
1K
$239K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
390+ 60.75% |
$84.8K - $103K
|
1.03K
$246K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-445- 19.18% |
$96.7K - $118K
|
1.88K
$448K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 0.8% |
$2.17K - $2.65K
|
1.26K
$300K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.04K- 10.23% |
$225K - $274K
|
9.09K
$2.17M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
103+ 6.62% |
$22.4K - $27.3K
|
1.66K
$396K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-271- 1.9% |
$58.9K - $71.7K
|
14K
$3.35M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-2.2K- 3.24% |
$479K - $583K
|
65.8K
$15.7M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.14K- 8.96% |
$1.12M - $1.36M
|
52.3K
$12.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
294+ 0.54% |
$63.9K - $77.8K
|
54.3K
$13M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
70+ 0.8% |
$15.2K - $18.5K
|
8.8K
$2.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
239+ 4.78% |
$52K - $63.3K
|
5.24K
$1.25M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
16+ 0.4% |
$3.48K - $4.24K
|
4K
$955K
|
|
| Q4 2024 | |||||||
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.5% |
$3.69K - $4.28K
|
3.62K
$865K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.14K+ 105.84% |
$642K - $746K
|
6.1K
$1.46M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
2.12KNew |
$433K - $503K
|
2.12K
$505K
|
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
305KNew |
$62.4M - $72.5M
|
305K
$72.8M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
837New |
$172K - $199K
|
837
$200K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
3.58KNew |
$734K - $852K
|
3.58K
$855K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5New |
$1.02K - $1.19K
|
5
$1.19K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$2.1M - $2.44M
|
10.2K
$2.45M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$21.5M - $25M
|
105K
$25M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
743New |
$152K - $177K
|
743
$177K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.67KNew |
$343K - $398K
|
1.67K
$399K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-86- 4.41% |
$17.6K - $20.5K
|
1.87K
$445K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
196New |
$40.2K - $46.7K
|
196
$46.8K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.69KNew |
$347K - $403K
|
1.69K
$404K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
5.21KNew |
$1.07M - $1.24M
|
5.21K
$1.25M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.33KNew |
$272K - $316K
|
1.33K
$317K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
238+ 22.97% |
$48.8K - $56.7K
|
1.27K
$304K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.75KNew |
$359K - $417K
|
1.75K
$419K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.33K- 41.96% |
$681K - $792K
|
4.6K
$1.1M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
4.67KNew |
$957K - $1.11M
|
4.67K
$1.12M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
131+ 1.91% |
$26.8K - $31.2K
|
6.99K
$1.67M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.71K+ 38.87% |
$350K - $407K
|
6.11K
$1.46M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.39KNew |
$1.31M - $1.52M
|
6.39K
$1.52M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
347New |
$71.1K - $82.6K
|
347
$82.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.06KNew |
$628K - $729K
|
3.06K
$732K
|
|