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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5K- 8.04% |
$876K - $1.12M
|
57.2K
$13M
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-400- 5.78% |
$70K - $89.4K
|
6.53K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.55K+ 17.06% |
$1.5M - $1.91M
|
58.7K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.81% |
$350 - $447
|
248
$56.3K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
289+ 3.73% |
$50.6K - $64.6K
|
8.04K
$1.82M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 223.57% |
$2.05M - $2.61M
|
16.9K
$3.84M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
180+ 1.24% |
$31.5K - $40.2K
|
14.6K
$3.32M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.3K+ 520.04% |
$3.04M - $3.87M
|
20.7K
$4.69M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-11- 0.38% |
$1.93K - $2.46K
|
2.87K
$651K
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-262- 0.71% |
$45.9K - $58.5K
|
36.6K
$8.3M
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
412+ 0.51% |
$72.1K - $92K
|
80.4K
$18.3M
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-1.16K- 10.39% |
$203K - $259K
|
9.99K
$2.27M
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
408+ 1.87% |
$71.4K - $91.1K
|
22.2K
$5.05M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11+ 0.75% |
$1.93K - $2.46K
|
1.48K
$335K
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
407+ 0.24% |
$71.3K - $90.9K
|
173K
$39.2M
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
37.2K+ 165.18% |
$6.51M - $8.31M
|
59.7K
$13.6M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
22+ 1.16% |
$3.85K - $4.91K
|
1.92K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 2.18% |
$11.9K - $15.2K
|
3.19K
$725K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.42K+ 1.11% |
$249K - $318K
|
130K
$29.5M
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-25- 0.7% |
$4.38K - $5.58K
|
3.53K
$800K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 0.32% |
$3.5K - $4.47K
|
6.2K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
351+ 9.42% |
$61.5K - $78.4K
|
4.08K
$925K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-75K- 28.68% |
$13.1M - $16.7M
|
186K
$42.3M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
408+ 12.73% |
$71.4K - $91.1K
|
3.61K
$820K
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
416K+ 26.35% |
$72.8M - $92.9M
|
1.99M
$453M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-265K- 20.72% |
$46.4M - $59.1M
|
1.01M
$230M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
3.4K+ 1.69% |
$595K - $759K
|
205K
$46.4M
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
10.5K+ 4.81% |
$1.84M - $2.35M
|
229K
$51.9M
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-273- 2.0% |
$47.8K - $61K
|
13.4K
$3.03M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.9K+ 19.97% |
$2.61M - $3.33M
|
89.5K
$20.3M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
18.3K+ 23.76% |
$3.21M - $4.1M
|
95.5K
$21.7M
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.27K- 0.28% |
$397K - $507K
|
820K
$186M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-81- 1.21% |
$14.2K - $18.1K
|
6.62K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-135- 0.71% |
$23.6K - $30.2K
|
18.9K
$4.3M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.6K- 2.67% |
$2.21M - $2.82M
|
461K
$105M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
537K+ 587.11% |
$94M - $120M
|
628K
$143M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.68KNew |
$1.69M - $2.16M
|
9.68K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.06K+ 6.61% |
$185K - $237K
|
17.1K
$3.88M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.07KNew |
$188K - $239K
|
1.07K
$243K
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-3.73K- 1.78% |
$652K - $832K
|
205K
$46.6M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.83K+ 32.45% |
$321K - $409K
|
7.47K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33+ 1.94% |
$5.78K - $7.37K
|
1.73K
$393K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
42.8KNew |
$7.5M - $9.56M
|
42.8K
$9.71M
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-855- 33.0% |
$150K - $191K
|
1.74K
$394K
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.34K- 24.55% |
$234K - $299K
|
4.11K
$933K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.34K- 0.45% |
$235K - $300K
|
297K
$67.5M
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-78.2K- 36.82% |
$13.7M - $17.5M
|
134K
$30.5M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.29K+ 0.02% |
$225K - $287K
|
6.54M
$1.48B
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.04K+ 43.83% |
$356K - $455K
|
6.68K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
58+ 1.12% |
$10.2K - $13K
|
5.21K
$1.18M
|