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 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-523- 3.76% |
$107K - $124K
|
13.4K
$2.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.63K+ 6.51% |
$948K - $1.1M
|
75.6K
$16.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 40.0% |
$820K - $952K
|
14K
$3.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.55K- 29.55% |
$1.34M - $1.56M
|
15.6K
$3.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.08K- 42.79% |
$426K - $495K
|
2.78K
$611K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.4K+ 6.72% |
$697K - $810K
|
54K
$11.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.7% |
$615 - $714
|
433
$95.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-572- 2.07% |
$117K - $136K
|
27.1K
$5.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.63% |
$1.23K - $1.43K
|
958
$211K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
27+ 0.71% |
$5.53K - $6.43K
|
3.82K
$839K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
132+ 8.87% |
$27K - $31.4K
|
1.62K
$356K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-253- 0.8% |
$51.8K - $60.2K
|
31.5K
$6.93M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
181New |
$37.1K - $43.1K
|
181
$39.8K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-279- 16.92% |
$57.2K - $66.4K
|
1.37K
$301K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
570+ 2.81% |
$117K - $136K
|
20.9K
$4.59M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 6.41% |
$205K - $238K
|
14.6K
$3.21M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-17- 1.37% |
$3.48K - $4.05K
|
1.23K
$269K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
113+ 9.98% |
$23.2K - $26.9K
|
1.25K
$274K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-510- 0.88% |
$104K - $121K
|
57.4K
$12.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
308+ 92.22% |
$63.1K - $73.3K
|
642
$141K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 9.45% |
$262K - $305K
|
14.8K
$3.26M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
88+ 5.78% |
$15.4K - $19.7K
|
1.61K
$354K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 57.68% |
$231K - $294K
|
3.6K
$792K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$195K - $249K
|
1.11K
$245K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48M+ 58.76% |
$784M - $1B
|
12.1M
$2.66B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.03% |
$525 - $670
|
9.56K
$2.1M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-25- 2.34% |
$4.38K - $5.58K
|
1.04K
$229K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 13.78% |
$2.31M - $2.95M
|
82.6K
$18.2M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-295- 7.13% |
$51.7K - $65.9K
|
3.84K
$844K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$197K - $252K
|
1.13K
$247K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
413+ 4.03% |
$72.3K - $92.3K
|
10.7K
$2.34M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
187+ 0.6% |
$32.7K - $41.8K
|
31.2K
$6.87M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-250- 16.73% |
$43.8K - $55.8K
|
1.24K
$273K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
835+ 2.46% |
$146K - $187K
|
34.8K
$7.65M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-63K- 8.12% |
$11M - $14.1M
|
713K
$157M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5.97K+ 5.16% |
$1.05M - $1.33M
|
122K
$26.7M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
24.4KNew |
$4.27M - $5.45M
|
24.4K
$5.36M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-299- 24.19% |
$52.4K - $66.8K
|
937
$206K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1K+ 6.44% |
$175K - $223K
|
16.5K
$3.63M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.14K+ 31.84% |
$200K - $256K
|
4.74K
$1.04M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
525+ 13.55% |
$91.9K - $117K
|
4.4K
$967K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.1K- 4.43% |
$1.24M - $1.58M
|
153K
$33.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
40+ 1.41% |
$7K - $8.94K
|
2.88K
$634K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-710- 3.21% |
$124K - $159K
|
21.4K
$4.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$175 - $223
|
12.6K
$2.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
318KNew |
$55.6M - $71M
|
318K
$69.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-27- 0.58% |
$4.73K - $6.03K
|
4.66K
$1.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
14.7KNew |
$2.58M - $3.29M
|
14.7K
$3.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
222+ 10.69% |
$38.9K - $49.6K
|
2.3K
$505K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
71.1K+ 333.38% |
$12.4M - $15.9M
|
92.4K
$20.3M
|
|