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 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
82+ 0.91% |
$14.4K - $18.3K
|
9.06K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.08K- 5.09% |
$714K - $910K
|
75.9K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20+ 0.56% |
$3.5K - $4.47K
|
3.59K
$800K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.1K+ 2.43% |
$1.07M - $1.36M
|
257K
$57.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.5% |
$175 - $223
|
203
$45.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
441+ 3.48% |
$77.2K - $98.5K
|
13.1K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-327- 13.24% |
$57.3K - $73K
|
2.14K
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.7K+ 0.97% |
$473K - $603K
|
281K
$62.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.03KNew |
$181K - $231K
|
1.03K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
56+ 4.47% |
$9.81K - $12.5K
|
1.31K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.3K- 3.14% |
$3.2M - $4.09M
|
565K
$126M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-28- 1.11% |
$4.9K - $6.25K
|
2.48K
$554K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
45+ 0.37% |
$7.88K - $10.1K
|
12.1K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-140- 1.81% |
$24.5K - $31.3K
|
7.61K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-84- 2.61% |
$14.7K - $18.8K
|
3.13K
$698K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$2.45K - $3.13K
|
15.7K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.28K+ 9.78% |
$224K - $285K
|
14.3K
$3.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.7KNew |
$297K - $379K
|
1.7K
$379K
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.31K- 11.64% |
$229K - $292K
|
9.94K
$2.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
45+ 2.29% |
$7.88K - $10.1K
|
2.01K
$448K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-535- 12.35% |
$93.7K - $120K
|
3.8K
$847K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-981- 27.2% |
$172K - $219K
|
2.63K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 2.41% |
$5.25K - $6.7K
|
1.22K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.62% |
$2.1K - $2.68K
|
1.96K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.68K- 9.21% |
$469K - $599K
|
26.4K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
10.4K+ 133.33% |
$1.82M - $2.32M
|
18.2K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-827- 1.21% |
$145K - $185K
|
67.5K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11+ 0.54% |
$1.93K - $2.46K
|
2.04K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-265- 16.65% |
$46.4K - $59.2K
|
1.33K
$296K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-95- 1.73% |
$16.6K - $21.2K
|
5.41K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.08K+ 4.55% |
$538K - $687K
|
70.7K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-38.4K- 3.14% |
$6.72M - $8.57M
|
1.18M
$264M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 24.07% |
$2.28K - $2.9K
|
67
$14.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.3K- 39.69% |
$1.8M - $2.3M
|
15.6K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-50- 1.57% |
$8.76K - $11.2K
|
3.14K
$699K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-102- 1.07% |
$17.9K - $22.8K
|
9.45K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
101+ 5.51% |
$17.7K - $22.6K
|
1.93K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$211K - $269K
|
1.21K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$700 - $894
|
4
$892
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-269- 1.75% |
$47.1K - $60.1K
|
15.1K
$3.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-3- 0.2% |
$525 - $670
|
1.5K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 3.24% |
$36.1K - $46K
|
6.56K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-229- 5.49% |
$40.1K - $51.2K
|
3.94K
$879K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-14- 0.02% |
$2.45K - $3.13K
|
78.9K
$17.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.81K+ 13.07% |
$317K - $405K
|
15.7K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-695- 25.98% |
$122K - $155K
|
1.98K
$441K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
300+ 14.77% |
$52.5K - $67K
|
2.33K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.74% |
$1.23K - $1.56K
|
958
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.15K+ 126.55% |
$376K - $480K
|
3.85K
$858K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.6K+ 51.05% |
$980K - $1.25M
|
16.6K
$3.69M
|