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 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.07KNew |
$187K - $239K
|
1.07K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.74K+ 4.75% |
$480K - $613K
|
60.5K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.69K+ 7.19% |
$296K - $378K
|
25.2K
$5.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-2.2K- 6.46% |
$386K - $492K
|
31.9K
$7.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.05K- 7.3% |
$884K - $1.13M
|
64.2K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.36K- 7.95% |
$413K - $526K
|
27.3K
$6.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 0.64% |
$17.5K - $22.3K
|
15.5K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 5.79% |
$105K - $134K
|
9.76K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.9K- 7.06% |
$333K - $424K
|
25K
$5.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 0.19% |
$7K - $8.94K
|
21.2K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
132+ 1.54% |
$23.1K - $29.5K
|
8.73K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.29K- 42.3% |
$1.45M - $1.85M
|
11.3K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-26- 1.77% |
$4.55K - $5.81K
|
1.44K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
566+ 1.85% |
$99.1K - $126K
|
31.2K
$7.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.68K- 3.58% |
$469K - $598K
|
72.1K
$16.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-639- 2.71% |
$112K - $143K
|
22.9K
$5.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 6.83% |
$178K - $227K
|
15.9K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-75- 1.62% |
$13.1K - $16.8K
|
4.56K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-717- 8.48% |
$126K - $160K
|
7.74K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 7.46% |
$3.5K - $4.47K
|
248
$56.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.31KNew |
$229K - $292K
|
1.31K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-115- 15.5% |
$20.1K - $25.7K
|
627
$142K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.57K- 2.21% |
$449K - $573K
|
113K
$25.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-648- 2.39% |
$113K - $145K
|
26.5K
$6M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 1.81% |
$2.28K - $2.9K
|
733
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
67+ 4.1% |
$11.7K - $15K
|
1.7K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.09KNew |
$191K - $244K
|
1.09K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.95K+ 289.32% |
$517K - $660K
|
3.98K
$902K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
65+ 0.39% |
$11.4K - $14.5K
|
16.8K
$3.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10- 0.86% |
$1.75K - $2.23K
|
1.16K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
38+ 0.82% |
$6.65K - $8.49K
|
4.67K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.68K- 3.5% |
$293K - $374K
|
46.2K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-520- 6.83% |
$91.1K - $116K
|
7.09K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
22.6K+ 781.58% |
$3.96M - $5.05M
|
25.5K
$5.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
121+ 5.91% |
$21.2K - $27K
|
2.17K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.09KNew |
$191K - $243K
|
1.09K
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
125K+ 36.35% |
$21.8M - $27.9M
|
468K
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 86.41% |
$189K - $241K
|
2.33K
$529K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-7- 0.12% |
$1.23K - $1.56K
|
5.98K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30New |
$5.25K - $6.7K
|
30
$6.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.7K+ 3.72% |
$8.52M - $10.9M
|
1.36M
$308M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
535+ 10.24% |
$93.7K - $120K
|
5.76K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.7K+ 1.34% |
$5.73M - $7.31M
|
2.47M
$561M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-52- 8.31% |
$9.11K - $11.6K
|
574
$130K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.29K- 2.17% |
$226K - $288K
|
58.1K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.08K+ 12.38% |
$889K - $1.13M
|
46.1K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.57K- 19.05% |
$975K - $1.24M
|
23.7K
$5.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
19.8K+ 2.01% |
$3.48M - $4.43M
|
1.01M
$229M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-294- 0.41% |
$51.5K - $65.7K
|
71K
$16.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
553+ 7.1% |
$96.8K - $124K
|
8.34K
$1.89M
|