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 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
465+ 11.01% |
$81.4K - $104K
|
4.69K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.85% |
$1.4K - $1.79K
|
952
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
365+ 4.04% |
$63.9K - $81.5K
|
9.41K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.15% |
$876 - $1.12K
|
3.38K
$753K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 2.32% |
$11.6K - $14.7K
|
2.91K
$648K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.98K+ 32.8% |
$347K - $443K
|
8.03K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
5+ 0.36% |
$876 - $1.12K
|
1.39K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.79% |
$1.05K - $1.34K
|
765
$171K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
23.2K+ 1092.8% |
$4.06M - $5.18M
|
25.3K
$5.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 0.76% |
$225K - $287K
|
168K
$37.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-332- 1.88% |
$58.1K - $74.2K
|
17.3K
$3.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.61K+ 60.15% |
$632K - $806K
|
9.6K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 2.43% |
$285K - $364K
|
65.3K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.12K- 5.94% |
$547K - $697K
|
49.5K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
996New |
$174K - $222K
|
996
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
57+ 0.22% |
$9.98K - $12.7K
|
26.5K
$5.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-196- 0.76% |
$34.3K - $43.8K
|
25.6K
$5.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
85+ 4.62% |
$14.9K - $19K
|
1.93K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.51K+ 15.89% |
$439K - $560K
|
18.3K
$4.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.17KNew |
$204K - $260K
|
1.17K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
46+ 2.3% |
$8.05K - $10.3K
|
2.05K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
133+ 0.43% |
$23.3K - $29.7K
|
31.4K
$6.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.5KNew |
$263K - $335K
|
1.5K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 4.02% |
$34.1K - $43.6K
|
5.05K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
101+ 7.21% |
$17.7K - $22.6K
|
1.5K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.12% |
$525 - $670
|
2.47K
$550K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-181- 3.26% |
$31.7K - $40.4K
|
5.36K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.11K+ 5.18% |
$545K - $695K
|
63.2K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.87KNew |
$327K - $417K
|
1.87K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.37K+ 105.7% |
$240K - $306K
|
2.67K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-181- 3.92% |
$31.7K - $40.4K
|
4.44K
$989K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.03K- 18.2% |
$181K - $231K
|
4.65K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-17- 0.85% |
$2.98K - $3.8K
|
1.98K
$442K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
36+ 0.32% |
$6.3K - $8.04K
|
11.1K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.04KNew |
$182K - $232K
|
1.04K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.06K- 42.86% |
$711K - $906K
|
5.41K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
222+ 2.92% |
$38.9K - $49.6K
|
7.82K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
236+ 5.76% |
$41.3K - $52.7K
|
4.34K
$967K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-18.7K- 58.4% |
$3.28M - $4.18M
|
13.3K
$2.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-87- 5.7% |
$15.2K - $19.4K
|
1.44K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
915+ 6.09% |
$160K - $204K
|
15.9K
$3.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-34- 1.78% |
$5.95K - $7.59K
|
1.87K
$418K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.87K+ 88.44% |
$328K - $419K
|
3.99K
$890K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
445+ 6.55% |
$77.9K - $99.4K
|
7.24K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 1.66% |
$6.48K - $8.27K
|
2.26K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.97K- 55.27% |
$1.22M - $1.56M
|
5.64K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-96- 2.19% |
$16.8K - $21.4K
|
4.29K
$956K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
72+ 0.45% |
$12.6K - $16.1K
|
15.9K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.04KNew |
$183K - $233K
|
1.04K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
128+ 9.7% |
$22.4K - $28.6K
|
1.45K
$323K
|