Latest Institutional Purchases of International Business Machines Corp (IBM)
This list provides information on the latest institutional transactions involving International Business Machines Corp (IBM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
944New |
$193K - $225K
|
944
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
941New |
$193K - $224K
|
941
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
911New |
$187K - $217K
|
911
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
900New |
$184K - $214K
|
900
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
800+ 12.83% |
$164K - $190K
|
7.04K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
714+ 110.02% |
$146K - $170K
|
1.36K
$405K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
656+ 89.74% |
$134K - $156K
|
1.39K
$412K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
614+ 3.35% |
$126K - $146K
|
18.9K
$5.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
510+ 8.61% |
$104K - $121K
|
6.43K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
441+ 12.25% |
$90.4K - $105K
|
4.04K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
441New |
$90.4K - $105K
|
441
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
400New |
$82K - $95.2K
|
400
$119K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
364New |
$74.6K - $86.6K
|
364
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
357New |
$73.1K - $85K
|
357
$106K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
347New |
$71.1K - $82.6K
|
347
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 7.23% |
$65K - $75.5K
|
4.7K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
313+ 17.33% |
$64.1K - $74.5K
|
2.12K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
304+ 32.83% |
$62.3K - $72.4K
|
1.23K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
270New |
$55.3K - $64.3K
|
270
$80.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
267+ 23.4% |
$54.7K - $63.6K
|
1.41K
$418K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
263+ 2.52% |
$53.9K - $62.6K
|
10.7K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
252+ 12.82% |
$51.6K - $60K
|
2.22K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
243New |
$49.8K - $57.8K
|
243
$72.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
231+ 18.26% |
$47.3K - $55K
|
1.5K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
220New |
$45.1K - $52.4K
|
220
$65.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
220New |
$45.1K - $52.4K
|
220
$65.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
201+ 9.47% |
$41.2K - $47.8K
|
2.32K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
200+ 14.07% |
$41K - $47.6K
|
1.62K
$482K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
196New |
$40.2K - $46.7K
|
196
$58.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
195New |
$40K - $46.4K
|
195
$57.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
182+ 9.03% |
$37.3K - $43.3K
|
2.2K
$653K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
181New |
$37.1K - $43.1K
|
181
$53.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
159+ 4.35% |
$32.6K - $37.8K
|
3.81K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
131+ 3.18% |
$26.8K - $31.2K
|
4.25K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
111+ 3.4% |
$22.7K - $26.4K
|
3.38K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
102+ 10.41% |
$20.9K - $24.3K
|
1.08K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
93+ 2.7% |
$19.1K - $22.1K
|
3.54K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
86+ 5.2% |
$17.6K - $20.5K
|
1.74K
$517K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$24.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 4.19% |
$14.5K - $16.9K
|
1.77K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
67New |
$13.7K - $15.9K
|
67
$19.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
58+ 6.11% |
$11.9K - $13.8K
|
1.01K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
55+ 8.37% |
$11.3K - $13.1K
|
712
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 7.5% |
$9.63K - $11.2K
|
674
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
40New |
$8.2K - $9.52K
|
40
$11.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40New |
$8.2K - $9.52K
|
40
$11.9K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
36+ 8.37% |
$7.38K - $8.57K
|
466
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
35+ 2.01% |
$7.17K - $8.33K
|
1.78K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
32+ 1.56% |
$6.56K - $7.62K
|
2.08K
$617K
|
|