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 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$700 - $894
|
4
$1.19K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-400- 21.05% |
$70K - $89.4K
|
1.5K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.35K+ 15.6% |
$761K - $971K
|
32.2K
$9.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-54- 3.47% |
$9.46K - $12.1K
|
1.5K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.18KNew |
$206K - $263K
|
1.18K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
981New |
$172K - $219K
|
981
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
1.67K+ 4.56% |
$293K - $374K
|
38.4K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
7KNew |
$1.23M - $1.56M
|
7K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4- 0.2% |
$700 - $894
|
2K
$594K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
914New |
$160K - $204K
|
914
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-160- 0.6% |
$28K - $35.7K
|
26.4K
$7.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
432New |
$75.6K - $96.5K
|
432
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
15.7KNew |
$2.75M - $3.51M
|
15.7K
$4.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
983New |
$172K - $220K
|
983
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 14.54% |
$33.4M - $42.5M
|
1.5M
$446M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.6K+ 2.07% |
$2.38M - $3.03M
|
668K
$198M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
259+ 6.57% |
$45.4K - $57.9K
|
4.2K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
428New |
$74.9K - $95.6K
|
428
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.05KNew |
$184K - $235K
|
1.05K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-200- 16.46% |
$35K - $44.7K
|
1.02K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-716- 38.23% |
$125K - $160K
|
1.16K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$203K - $259K
|
1.16K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
72+ 0.96% |
$12.6K - $16.1K
|
7.55K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-52- 1.66% |
$9.11K - $11.6K
|
3.09K
$917K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-150- 10.53% |
$26.3K - $33.5K
|
1.28K
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.05KNew |
$184K - $235K
|
1.05K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
134+ 6.26% |
$23.5K - $29.9K
|
2.27K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.15KNew |
$201K - $257K
|
1.15K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.15KNew |
$201K - $256K
|
1.15K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-135- 39.47% |
$23.6K - $30.2K
|
207
$61.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-265- 10.17% |
$46.4K - $59.2K
|
2.34K
$696K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$2.28K - $2.9K
|
6.06K
$1.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.7% |
$525 - $670
|
433
$129K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12+ 0.59% |
$2.1K - $2.68K
|
2.05K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.71KNew |
$474K - $604K
|
2.71K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
300+ 5.45% |
$52.5K - $67K
|
5.81K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.12KNew |
$371K - $474K
|
2.12K
$630K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$4.9K - $6.25K
|
4.68K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11+ 0.45% |
$1.93K - $2.46K
|
2.45K
$729K
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$181K - $231K
|
1.04K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-39- 1.94% |
$6.83K - $8.71K
|
1.98K
$587K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-853- 21.65% |
$149K - $191K
|
3.09K
$917K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.85% |
$17.5K - $22.3K
|
1.36K
$404K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
927New |
$162K - $207K
|
927
$275K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 0.85% |
$2.63K - $3.35K
|
1.78K
$529K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
950New |
$166K - $212K
|
950
$282K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.08K- 23.25% |
$506K - $587K
|
10.2K
$3.02M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
264+ 7.6% |
$43.4K - $50.4K
|
3.74K
$1.11M
|
|