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 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.34K- 13.5% |
$235K - $300K
|
8.61K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
500+ 16.56% |
$87.6K - $112K
|
3.52K
$785K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.92K+ 97.65% |
$335K - $428K
|
3.88K
$864K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
221+ 2.46% |
$38.7K - $49.4K
|
9.21K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
440+ 7.64% |
$77K - $98.3K
|
6.2K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.17% |
$876 - $1.12K
|
2.99K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-107K- 23.81% |
$18.7M - $23.9M
|
342K
$76.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-384- 11.12% |
$67.2K - $85.8K
|
3.07K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.35K+ 7.4% |
$1.11M - $1.42M
|
92.1K
$20.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
91+ 1.95% |
$15.9K - $20.3K
|
4.75K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.14K+ 15.59% |
$200K - $255K
|
8.46K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.62K+ 22.99% |
$284K - $363K
|
8.68K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
11.4K+ 488.31% |
$2M - $2.55M
|
13.7K
$3.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
390+ 8.63% |
$68.3K - $87.1K
|
4.91K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.19% |
$17.5K - $22.3K
|
51.9K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-37.6K- 8.11% |
$6.58M - $8.4M
|
426K
$95M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
76+ 1.33% |
$13.3K - $17K
|
5.78K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.24K+ 77.39% |
$392K - $500K
|
5.13K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-257- 7.73% |
$45K - $57.4K
|
3.07K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 11.17% |
$458K - $584K
|
20.8K
$4.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
139+ 1.47% |
$24.3K - $31K
|
9.6K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-279- 6.36% |
$48.9K - $62.3K
|
4.11K
$916K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.73KNew |
$302K - $386K
|
1.73K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
40+ 1.7% |
$7K - $8.94K
|
2.39K
$534K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-118- 0.28% |
$20.7K - $26.4K
|
42.1K
$9.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.72K+ 11.2% |
$826K - $1.05M
|
46.8K
$10.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
297+ 7.26% |
$52K - $66.3K
|
4.39K
$978K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.3K+ 127.94% |
$227K - $290K
|
2.31K
$515K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-98- 2.91% |
$17.2K - $21.9K
|
3.27K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
117+ 1.53% |
$20.5K - $26.1K
|
7.78K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.06K- 5.58% |
$1.41M - $1.8M
|
136K
$30.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.43% |
$1.58K - $2.01K
|
2.1K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
468+ 11.09% |
$81.9K - $105K
|
4.69K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-9.1K- 50.63% |
$1.59M - $2.03M
|
8.87K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.77K+ 43.52% |
$1.01M - $1.29M
|
19K
$4.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-732- 31.65% |
$128K - $164K
|
1.58K
$353K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.62K- 14.62% |
$634K - $808K
|
21.1K
$4.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-30- 0.21% |
$5.25K - $6.7K
|
14.3K
$3.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-208- 3.41% |
$36.4K - $46.5K
|
5.89K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.05% |
$1.58K - $2.01K
|
16.6K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-67- 1.06% |
$11.7K - $15K
|
6.24K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$175K - $224K
|
1K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
293+ 6.48% |
$51.3K - $65.5K
|
4.81K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3+ 0.18% |
$525 - $670
|
1.69K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-445- 9.25% |
$77.9K - $99.4K
|
4.37K
$974K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.36KNew |
$237K - $303K
|
1.36K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.76KNew |
$658K - $840K
|
3.76K
$838K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
100+ 3.75% |
$17.5K - $22.3K
|
2.77K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
940New |
$165K - $210K
|
940
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
437+ 10.47% |
$76.5K - $97.6K
|
4.61K
$1.03M
|