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 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2+ 0.08% |
$350 - $447
|
2.65K
$591K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
244+ 109.91% |
$42.7K - $54.5K
|
466
$104K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-45- 1.41% |
$7.88K - $10.1K
|
3.14K
$700K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $223
|
3K
$668K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-12.8K- 28.91% |
$2.24M - $2.86M
|
31.5K
$7.02M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$203K - $259K
|
1.16K
$259K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-164- 3.57% |
$28.7K - $36.6K
|
4.44K
$989K
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
600+ 27.01% |
$105K - $134K
|
2.82K
$629K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-57- 2.77% |
$9.98K - $12.7K
|
2K
$446K
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.28K+ 3.94% |
$224K - $286K
|
33.8K
$7.53M
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-40- 0.23% |
$7K - $8.94K
|
17.6K
$3.93M
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
17+ 5.74% |
$2.98K - $3.8K
|
313
$69.8K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$700 - $894
|
1.83K
$407K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
364+ 2.08% |
$63.7K - $81.3K
|
17.8K
$3.98M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
78+ 0.65% |
$13.7K - $17.4K
|
12.2K
$2.71M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-28- 0.27% |
$4.9K - $6.25K
|
10.3K
$2.3M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
479+ 2.88% |
$83.9K - $107K
|
17.1K
$3.82M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
362+ 0.48% |
$63.4K - $80.9K
|
75.9K
$16.9M
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.08K+ 9.6% |
$188K - $240K
|
12.3K
$2.74M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
72+ 0.96% |
$12.6K - $16.1K
|
7.55K
$1.68M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-52- 1.66% |
$9.11K - $11.6K
|
3.09K
$688K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.32K+ 11.58% |
$931K - $1.19M
|
51.2K
$11.4M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.41% |
$306K - $390K
|
126K
$28.1M
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$189K - $241K
|
1.08K
$241K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-517- 5.94% |
$90.5K - $115K
|
8.19K
$1.83M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-233- 2.08% |
$40.8K - $52K
|
10.9K
$2.44M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
604+ 28.63% |
$106K - $135K
|
2.71K
$605K
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-703- 9.36% |
$123K - $157K
|
6.81K
$1.52M
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
170+ 0.39% |
$29.8K - $38K
|
44K
$9.81M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
592+ 1.93% |
$104K - $132K
|
31.3K
$6.99M
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.23% |
$525 - $670
|
1.28K
$286K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
10.3K+ 104.19% |
$1.8M - $2.3M
|
20.2K
$4.5M
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.18KNew |
$206K - $263K
|
1.18K
$263K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-150- 10.53% |
$26.3K - $33.5K
|
1.28K
$284K
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$876 - $1.12K
|
16.9K
$3.77M
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.05KNew |
$184K - $235K
|
1.05K
$234K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.54K+ 6.46% |
$269K - $344K
|
25.4K
$5.66M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-149- 1.47% |
$26.1K - $33.3K
|
9.98K
$2.22M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-769- 20.64% |
$135K - $172K
|
2.96K
$659K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
425+ 4.18% |
$74.4K - $94.9K
|
10.6K
$2.36M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
112+ 5.1% |
$19.6K - $25K
|
2.31K
$515K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-832- 5.2% |
$146K - $186K
|
15.2K
$3.38M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.3K+ 104.56% |
$3.72M - $4.75M
|
41.6K
$9.27M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.25K- 62.87% |
$394K - $503K
|
1.33K
$296K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 35.01% |
$1.96M - $2.5M
|
20.7K
$4.63M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
134+ 6.26% |
$23.5K - $29.9K
|
2.27K
$507K
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-145- 2.71% |
$25.4K - $32.4K
|
5.21K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9+ 0.66% |
$1.58K - $2.01K
|
1.37K
$306K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
125+ 4.53% |
$21.9K - $27.9K
|
2.89K
$643K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-106- 1.23% |
$18.6K - $23.7K
|
8.5K
$1.9M
|