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
|
Athena Investment Management
|
SELL
|
- |
-690- 9.01% |
$121K - $154K
|
6.97K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$350 - $447
|
2.21K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-320- 0.31% |
$56K - $71.5K
|
103K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.3K+ 72.09% |
$7.41M - $9.46M
|
101K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.32KNew |
$231K - $295K
|
1.32K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-37.1K- 8.34% |
$6.49M - $8.28M
|
408K
$92.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.2K- 12.47% |
$385K - $491K
|
15.4K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$175 - $223
|
2.59K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-4.5K- 30.0% |
$788K - $1.01M
|
10.5K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-353- 15.16% |
$61.8K - $78.9K
|
1.98K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-64.6K- 3.61% |
$11.3M - $14.4M
|
1.73M
$392M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-642- 9.81% |
$112K - $143K
|
5.9K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-650- 11.46% |
$114K - $145K
|
5.02K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.32K- 41.35% |
$582K - $743K
|
4.71K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
863+ 6.58% |
$151K - $193K
|
14K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 67.75% |
$1.89M - $2.41M
|
26.7K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-281- 6.53% |
$49.2K - $62.8K
|
4.02K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.35K- 2.04% |
$411K - $524K
|
112K
$25.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 1.77% |
$10.5K - $13.4K
|
3.45K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-21- 1.56% |
$3.68K - $4.69K
|
1.32K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.25K+ 61.43% |
$219K - $279K
|
3.29K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17+ 0.76% |
$2.98K - $3.8K
|
2.26K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.21% |
$1.75K - $2.23K
|
4.69K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
183+ 10.14% |
$32K - $40.9K
|
1.99K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
83+ 0.95% |
$14.5K - $18.5K
|
8.78K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.76K+ 63.79% |
$1.01M - $1.29M
|
14.8K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-10.2K- 64.89% |
$1.78M - $2.27M
|
5.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 8.48% |
$195K - $249K
|
14.2K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-570K- 94.32% |
$99.8M - $127M
|
34.3K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.11K- 27.71% |
$545K - $695K
|
8.11K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
42.8K+ 10.39% |
$7.5M - $9.57M
|
455K
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.04KNew |
$182K - $232K
|
1.04K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
585+ 3.45% |
$102K - $131K
|
17.6K
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-157- 1.21% |
$27.5K - $35.1K
|
12.8K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-631- 7.37% |
$110K - $141K
|
7.93K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-33- 0.83% |
$5.78K - $7.37K
|
3.93K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-145- 1.31% |
$25.4K - $32.4K
|
10.9K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 0.32% |
$1.75K - $2.23K
|
3.1K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.8K+ 7.62% |
$2.41M - $3.08M
|
195K
$44.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.26K+ 15.86% |
$220K - $281K
|
9.18K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-347- 6.16% |
$60.8K - $77.5K
|
5.29K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-45.3K- 46.23% |
$7.93M - $10.1M
|
52.7K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.86K+ 11.66% |
$501K - $639K
|
27.4K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.56K- 26.73% |
$449K - $573K
|
7.03K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 2.39% |
$193K - $246K
|
44.9K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-97- 4.31% |
$17K - $21.7K
|
2.15K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.79KNew |
$664K - $847K
|
3.79K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.15K- 4.69% |
$551K - $703K
|
63.9K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.77K- 3.14% |
$311K - $396K
|
54.6K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
186+ 2.28% |
$32.6K - $41.5K
|
8.35K
$1.9M
|