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 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-18.5K- 8.74% |
$3.24M - $4.13M
|
193K
$44.2M
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.65K+ 138.37% |
$640K - $816K
|
6.29K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
544+ 8.42% |
$95.3K - $122K
|
7.01K
$1.6M
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-517- 0.77% |
$90.5K - $115K
|
66.7K
$15.3M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.18KNew |
$206K - $263K
|
1.18K
$269K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-107- 2.53% |
$18.7K - $23.9K
|
4.12K
$943K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.95K+ 45.07% |
$692K - $883K
|
12.7K
$2.91M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-481- 24.83% |
$84.2K - $107K
|
1.46K
$333K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
207+ 2.39% |
$36.2K - $46.2K
|
8.87K
$2.03M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
639+ 39.89% |
$112K - $143K
|
2.24K
$513K
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-527- 24.12% |
$92.3K - $118K
|
1.66K
$379K
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.21K- 0.37% |
$212K - $271K
|
323K
$73.9M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
981New |
$172K - $219K
|
981
$224K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-156- 1.35% |
$27.3K - $34.8K
|
11.4K
$2.61M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
478+ 5.2% |
$83.7K - $107K
|
9.67K
$2.21M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.19% |
$876 - $1.12K
|
2.69K
$615K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
323+ 21.39% |
$56.6K - $72.2K
|
1.83K
$419K
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-109- 8.59% |
$19.1K - $24.3K
|
1.16K
$265K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.18K- 41.09% |
$207K - $264K
|
1.7K
$388K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.17K- 54.66% |
$205K - $262K
|
972
$222K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
118+ 8.15% |
$20.7K - $26.4K
|
1.57K
$358K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10.6K- 36.67% |
$1.86M - $2.38M
|
18.4K
$4.2M
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
41+ 1.3% |
$7.18K - $9.16K
|
3.2K
$731K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-213- 1.11% |
$37.3K - $47.6K
|
19K
$4.35M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-190- 8.51% |
$33.3K - $42.4K
|
2.04K
$467K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.37KNew |
$239K - $305K
|
1.37K
$313K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.7% |
$1.75K - $2.23K
|
1.44K
$330K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 0.43% |
$1.58K - $2.01K
|
2.11K
$483K
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.18K- 46.47% |
$382K - $487K
|
2.51K
$575K
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-186- 2.59% |
$32.6K - $41.5K
|
7.01K
$1.6M
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
1.67K+ 4.56% |
$293K - $374K
|
38.4K
$8.78M
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 9.09% |
$175K - $223K
|
10K
$2.29M
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-453- 6.83% |
$79.3K - $101K
|
6.18K
$1.41M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-70- 2.75% |
$12.3K - $15.6K
|
2.47K
$565K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-2- 0.06% |
$350 - $447
|
3.55K
$811K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.13K+ 71.02% |
$373K - $476K
|
5.13K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $223
|
3.59K
$821K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$1.23K - $1.56K
|
2.32K
$530K
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
7KNew |
$1.23M - $1.56M
|
7K
$1.6M
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
67+ 0.15% |
$11.7K - $15K
|
44.7K
$10.2M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 0.02% |
$525 - $670
|
12.8K
$2.92M
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
40.3K+ 2.81% |
$7.06M - $9.01M
|
1.48M
$338M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-963- 1.3% |
$169K - $215K
|
73.2K
$16.8M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
291+ 2.49% |
$51K - $65K
|
12K
$2.74M
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
88+ 0.23% |
$15.4K - $19.7K
|
38.5K
$8.81M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-13- 0.21% |
$2.28K - $2.9K
|
6.24K
$1.43M
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-38- 0.68% |
$6.65K - $8.49K
|
5.57K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.6K- 49.8% |
$2.9M - $3.7M
|
16.7K
$3.82M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 4.45% |
$9.98K - $12.7K
|
1.34K
$306K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.47K+ 317.92% |
$783K - $999K
|
5.88K
$1.34M
|