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 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.07KNew |
$187K - $239K
|
1.07K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.58KNew |
$627K - $800K
|
3.58K
$799K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-282- 64.68% |
$49.4K - $63K
|
154
$34.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.54K- 6.31% |
$269K - $343K
|
22.8K
$5.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.07KNew |
$188K - $239K
|
1.07K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
255+ 2.58% |
$44.7K - $57K
|
10.1K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-273- 0.79% |
$47.8K - $61K
|
34.4K
$7.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-365- 2.45% |
$63.9K - $81.5K
|
14.5K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 0.78% |
$1.75K - $2.23K
|
1.27K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
943New |
$165K - $211K
|
943
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
106+ 4.16% |
$18.6K - $23.7K
|
2.65K
$592K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
99+ 6.38% |
$17.3K - $22.1K
|
1.65K
$368K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 0.08% |
$3.15K - $4.02K
|
22.3K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
1.96K+ 53.27% |
$342K - $437K
|
5.63K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
202+ 0.85% |
$35.4K - $45.1K
|
23.9K
$5.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.12KNew |
$195K - $249K
|
1.12K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
23.4K+ 7.31% |
$4.1M - $5.23M
|
344K
$76.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.08KNew |
$364K - $465K
|
2.08K
$464K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-75- 0.45% |
$13.1K - $16.8K
|
16.5K
$3.67M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
127+ 3.73% |
$22.2K - $28.4K
|
3.53K
$787K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.11K+ 5.28% |
$720K - $919K
|
82K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-645- 30.35% |
$113K - $144K
|
1.48K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-7.45K- 45.56% |
$1.3M - $1.66M
|
8.91K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
21+ 0.42% |
$3.68K - $4.69K
|
4.99K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
250+ 5.48% |
$43.8K - $55.8K
|
4.81K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.36K- 0.39% |
$239K - $304K
|
352K
$78.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$175 - $223
|
4.98K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-18- 1.07% |
$3.15K - $4.02K
|
1.67K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
321+ 2.58% |
$56.2K - $71.7K
|
12.8K
$2.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.05K+ 30.13% |
$185K - $235K
|
4.55K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.64K+ 7.37% |
$462K - $590K
|
38.5K
$8.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
241+ 1.28% |
$42.2K - $53.8K
|
19.1K
$4.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-619- 4.59% |
$108K - $138K
|
12.9K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-45- 1.3% |
$7.88K - $10.1K
|
3.43K
$764K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
320+ 22.25% |
$56K - $71.5K
|
1.76K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8+ 0.24% |
$1.4K - $1.79K
|
3.37K
$750K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-55- 0.98% |
$9.63K - $12.3K
|
5.55K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-543- 1.39% |
$95.1K - $121K
|
38.6K
$8.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-71- 0.21% |
$12.4K - $15.9K
|
34.1K
$7.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25.1K- 84.15% |
$4.39M - $5.6M
|
4.72K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
934New |
$164K - $209K
|
934
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.14K- 6.48% |
$200K - $255K
|
16.5K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
38New |
$6.65K - $8.49K
|
38
$8.47K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 1.85% |
$493K - $628K
|
149K
$33.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-691- 2.98% |
$121K - $154K
|
22.5K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
203+ 11.0% |
$35.5K - $45.3K
|
2.05K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-5- 0.03% |
$876 - $1.12K
|
18.8K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
900New |
$158K - $201K
|
900
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 2.93% |
$8.76K - $11.2K
|
1.66K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-37- 0.32% |
$6.48K - $8.27K
|
11.7K
$2.6M
|