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
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-67- 1.06% |
$11.7K - $15K
|
6.24K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$175K - $224K
|
1K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
293+ 6.48% |
$51.3K - $65.5K
|
4.81K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3+ 0.18% |
$525 - $670
|
1.69K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-445- 9.25% |
$77.9K - $99.4K
|
4.37K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.36KNew |
$237K - $303K
|
1.36K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.76KNew |
$658K - $840K
|
3.76K
$860K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
100+ 3.75% |
$17.5K - $22.3K
|
2.77K
$633K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
940New |
$165K - $210K
|
940
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
437+ 10.47% |
$76.5K - $97.6K
|
4.61K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-5.29K- 15.08% |
$927K - $1.18M
|
29.8K
$6.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3+ 0.11% |
$525 - $670
|
2.7K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-825- 36.34% |
$144K - $184K
|
1.45K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.13K+ 3.74% |
$548K - $699K
|
86.7K
$19.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.8K+ 9.67% |
$12M - $15.4M
|
779K
$178M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
968New |
$169K - $216K
|
968
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.15K- 71.88% |
$200K - $256K
|
448
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.74K- 3.72% |
$304K - $388K
|
44.9K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
969New |
$170K - $216K
|
969
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-87- 4.41% |
$15.2K - $19.4K
|
1.89K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-36- 1.55% |
$6.3K - $8.04K
|
2.29K
$525K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.85K- 3.4% |
$1.02M - $1.31M
|
166K
$38M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
222+ 0.94% |
$38.9K - $49.6K
|
23.9K
$5.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
SELL
|
- |
-20- 0.42% |
$3.5K - $4.47K
|
4.74K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
914New |
$160K - $204K
|
914
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
7.68K+ 19.65% |
$1.34M - $1.72M
|
46.8K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-9- 0.65% |
$1.58K - $2.01K
|
1.38K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-53- 4.34% |
$9.28K - $11.8K
|
1.17K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14+ 0.78% |
$2.45K - $3.13K
|
1.81K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-356- 4.39% |
$62.3K - $79.5K
|
7.76K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$315K - $401K
|
1.8K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
123+ 0.78% |
$21.5K - $27.5K
|
15.9K
$3.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.63K+ 133.83% |
$285K - $363K
|
2.84K
$650K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-213- 3.29% |
$37.3K - $47.6K
|
6.26K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
751+ 7.48% |
$132K - $168K
|
10.8K
$2.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
25+ 2.03% |
$4.38K - $5.58K
|
1.26K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-175- 3.0% |
$30.6K - $39.1K
|
5.65K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
296+ 18.75% |
$51.8K - $66.1K
|
1.88K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-861- 1.46% |
$151K - $192K
|
58K
$13.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
582+ 38.9% |
$102K - $130K
|
2.08K
$476K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$159K - $202K
|
906
$207K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
132K+ 173.65% |
$23.2M - $29.6M
|
209K
$47.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 5.44% |
$176K - $225K
|
19.5K
$4.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
424+ 11.14% |
$74.2K - $94.7K
|
4.23K
$968K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-469- 8.38% |
$82.1K - $105K
|
5.13K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.3K- 2.16% |
$228K - $290K
|
58.8K
$13.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-59- 2.94% |
$10.3K - $13.2K
|
1.95K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 1.57% |
$7K - $8.94K
|
2.51K
$575K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-8.02K- 15.64% |
$1.4M - $1.79M
|
43.3K
$9.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-226- 2.17% |
$39.6K - $50.5K
|
10.2K
$2.33M
|