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 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-328- 3.56% |
$57.4K - $73.3K
|
8.89K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 4.55% |
$8.76K - $11.2K
|
1.05K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.06K+ 8146.15% |
$185K - $237K
|
1.07K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
12+ 0.67% |
$2.1K - $2.68K
|
1.81K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.62K- 30.46% |
$458K - $584K
|
5.97K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
115+ 1.76% |
$20.1K - $25.7K
|
6.65K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
206+ 3.08% |
$36.1K - $46K
|
6.9K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 27.51% |
$642K - $818K
|
17K
$3.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-26- 0.14% |
$4.55K - $5.81K
|
18.4K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-15- 0.2% |
$2.63K - $3.35K
|
7.64K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.21K+ 100.0% |
$212K - $270K
|
2.42K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
202+ 2.01% |
$35.4K - $45.1K
|
10.2K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-5- 0.05% |
$876 - $1.12K
|
9.84K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.35K+ 9.72% |
$236K - $300K
|
15.2K
$3.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.69K- 2.32% |
$295K - $377K
|
71K
$15.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
140+ 0.09% |
$24.5K - $31.3K
|
157K
$35M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.14% |
$700 - $894
|
2.85K
$635K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.08KNew |
$188K - $240K
|
1.08K
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.35K- 6.08% |
$236K - $301K
|
20.8K
$4.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.44K+ 4.57% |
$777K - $991K
|
102K
$22.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
814+ 1.46% |
$143K - $182K
|
56.7K
$12.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
80+ 3.92% |
$14K - $17.9K
|
2.12K
$473K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-517- 51.75% |
$90.5K - $115K
|
482
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-389- 2.69% |
$68.1K - $86.9K
|
14.1K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
162+ 5.15% |
$28.4K - $36.2K
|
3.31K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.75K - $2.23K
|
10.3K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.19K+ 27.0% |
$208K - $265K
|
5.58K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2K+ 6.02% |
$351K - $447K
|
35.3K
$7.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.28K- 14.43% |
$223K - $285K
|
7.56K
$1.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.01% |
$175 - $223
|
18.1K
$4.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.03KNew |
$180K - $229K
|
1.03K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
788+ 1.31% |
$138K - $176K
|
61.1K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
34+ 1.69% |
$5.95K - $7.59K
|
2.04K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
32+ 12.55% |
$5.6K - $7.15K
|
287
$64K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.1K+ 89.69% |
$1.24M - $1.58M
|
15K
$3.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-145K- 27.37% |
$25.3M - $32.3M
|
384K
$85.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.09K+ 7.39% |
$191K - $244K
|
15.9K
$3.54M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.28% |
$1.05K - $1.34K
|
2.18K
$486K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.03K+ 16.09% |
$180K - $230K
|
7.43K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-83- 1.93% |
$14.5K - $18.5K
|
4.21K
$939K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-9.5K- 16.76% |
$1.66M - $2.12M
|
47.2K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
364+ 6.29% |
$63.7K - $81.3K
|
6.15K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
288+ 2.11% |
$50.4K - $64.3K
|
13.9K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.55K+ 22.81% |
$272K - $347K
|
8.36K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-677- 31.3% |
$119K - $151K
|
1.49K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.33K+ 121.53% |
$233K - $298K
|
2.43K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-55- 0.89% |
$9.63K - $12.3K
|
6.15K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
240+ 2.38% |
$42K - $53.6K
|
10.3K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
678+ 5.24% |
$119K - $151K
|
13.6K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 10.68% |
$299K - $381K
|
17.7K
$3.94M
|