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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
178+ 2.59% |
$31.2K - $39.8K
|
7.05K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
148+ 3.0% |
$25.9K - $33.1K
|
5.07K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.06K- 14.06% |
$535K - $682K
|
18.7K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.74K- 1.54% |
$479K - $611K
|
175K
$40M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1+ 0.01% |
$175 - $223
|
13.2K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.95K- 5.47% |
$517K - $659K
|
51.1K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-159- 0.54% |
$27.8K - $35.5K
|
29.4K
$6.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
175+ 1.15% |
$30.6K - $39.1K
|
15.4K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 15.93% |
$428K - $547K
|
12.9K
$2.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
66+ 3.65% |
$11.6K - $14.7K
|
1.88K
$429K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.08K- 0.58% |
$189K - $241K
|
184K
$42.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
120+ 1.22% |
$21K - $26.8K
|
9.93K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-11- 0.16% |
$1.93K - $2.46K
|
6.7K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
190+ 8.51% |
$33.3K - $42.4K
|
2.42K
$554K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
996New |
$174K - $222K
|
996
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
242+ 16.3% |
$42.4K - $54.1K
|
1.73K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.04KNew |
$182K - $233K
|
1.04K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.77K+ 89.57% |
$484K - $618K
|
5.85K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 6.43% |
$364K - $464K
|
34.4K
$7.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-257- 9.27% |
$45K - $57.4K
|
2.52K
$576K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 19.21% |
$178K - $227K
|
6.31K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-471- 14.96% |
$82.5K - $105K
|
2.68K
$613K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
101+ 8.21% |
$17.7K - $22.6K
|
1.33K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
94+ 4.3% |
$16.5K - $21K
|
2.28K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
65.9KNew |
$11.5M - $14.7M
|
65.9K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.42K+ 6.71% |
$423K - $540K
|
38.4K
$8.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-63- 1.62% |
$11K - $14.1K
|
3.82K
$875K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
15+ 0.64% |
$2.63K - $3.35K
|
2.37K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
915New |
$160K - $204K
|
915
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 15.43% |
$210K - $268K
|
6.58K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
76+ 1.41% |
$13.3K - $17K
|
5.46K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
620+ 8.85% |
$109K - $138K
|
7.63K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-177- 1.68% |
$31K - $39.5K
|
10.4K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
521+ 16.64% |
$91.2K - $116K
|
3.65K
$836K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
90+ 0.5% |
$15.8K - $20.1K
|
18K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-115- 0.74% |
$20.1K - $25.7K
|
15.4K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-4.32K- 14.36% |
$756K - $965K
|
25.8K
$5.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.06K- 10.78% |
$186K - $237K
|
8.78K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.13K+ 68.71% |
$373K - $475K
|
5.23K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-113- 0.99% |
$19.8K - $25.2K
|
11.3K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.04K+ 46.74% |
$1.23M - $1.57M
|
22.1K
$5.06M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
303+ 9.15% |
$53.1K - $67.7K
|
3.61K
$827K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 5.21% |
$4.38K - $5.58K
|
455
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-54- 1.53% |
$9.46K - $12.1K
|
3.48K
$797K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.34% |
$876 - $1.12K
|
1.49K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
242K+ 13.88% |
$42.3M - $54M
|
1.98M
$454M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.34% |
$1.4K - $1.79K
|
2.39K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-70- 2.09% |
$12.3K - $15.6K
|
3.27K
$749K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
41+ 3.25% |
$7.18K - $9.16K
|
1.3K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-128- 1.51% |
$22.4K - $28.6K
|
8.35K
$1.91M
|