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 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
25+ 0.15% |
$4.38K - $5.58K
|
17K
$3.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.49K+ 516.12% |
$1.31M - $1.67M
|
8.95K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.5KNew |
$263K - $336K
|
1.5K
$335K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
696+ 11.7% |
$122K - $155K
|
6.65K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-369- 5.51% |
$64.6K - $82.4K
|
6.33K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
303+ 14.89% |
$53.1K - $67.7K
|
2.34K
$521K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.09% |
$1.4K - $1.79K
|
8.95K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
157+ 7.43% |
$27.5K - $35.1K
|
2.27K
$506K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.42K+ 134.61% |
$1.3M - $1.66M
|
12.9K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.13KNew |
$198K - $252K
|
1.13K
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
39+ 2.94% |
$6.83K - $8.71K
|
1.36K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-11K- 84.09% |
$1.93M - $2.46M
|
2.08K
$464K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
437+ 25.13% |
$76.5K - $97.6K
|
2.18K
$485K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.44% |
$1.23K - $1.56K
|
1.6K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-30.7K- 76.37% |
$5.38M - $6.87M
|
9.51K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 1.9% |
$350 - $447
|
107
$23.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1- 0.01% |
$175 - $223
|
8.21K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
217+ 10.98% |
$38K - $48.5K
|
2.19K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$4.9K - $6.25K
|
4.68K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-188- 0.57% |
$32.9K - $42K
|
32.9K
$7.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-57- 2.68% |
$9.98K - $12.7K
|
2.07K
$461K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.55K+ 7.12% |
$271K - $346K
|
23.3K
$5.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-128- 2.36% |
$22.4K - $28.6K
|
5.31K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
15+ 0.77% |
$2.63K - $3.35K
|
1.96K
$437K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
940New |
$165K - $210K
|
940
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-189- 9.28% |
$33.1K - $42.2K
|
1.85K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
392+ 4.15% |
$68.6K - $87.6K
|
9.83K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-59- 6.53% |
$10.3K - $13.2K
|
844
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-35- 0.41% |
$6.13K - $7.82K
|
8.49K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
647+ 6.67% |
$113K - $145K
|
10.4K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.06K+ 11.78% |
$186K - $237K
|
10.1K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.58K- 5.47% |
$1.33M - $1.69M
|
131K
$29.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
91+ 12.01% |
$15.9K - $20.3K
|
849
$189K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-34- 1.01% |
$5.95K - $7.59K
|
3.34K
$744K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
210+ 1.29% |
$36.8K - $46.9K
|
16.5K
$3.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.03K+ 45.25% |
$179K - $229K
|
3.29K
$734K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-65- 1.56% |
$11.4K - $14.5K
|
4.1K
$914K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.14KNew |
$199K - $254K
|
1.14K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
40+ 1.04% |
$7K - $8.94K
|
3.9K
$870K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.86K+ 1.3% |
$326K - $416K
|
145K
$32.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.71K+ 5.6% |
$1.18M - $1.5M
|
127K
$28.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-935- 12.93% |
$164K - $209K
|
6.29K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 0.72% |
$267K - $341K
|
213K
$47.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.7% |
$525 - $670
|
430
$95.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2.19K+ 7.64% |
$383K - $488K
|
30.8K
$6.86M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-48- 1.43% |
$8.4K - $10.7K
|
3.3K
$735K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
188+ 5.69% |
$32.9K - $42K
|
3.49K
$778K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11+ 0.45% |
$1.93K - $2.46K
|
2.45K
$547K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
200+ 1.99% |
$35K - $44.7K
|
10.2K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
16+ 0.91% |
$2.8K - $3.57K
|
1.78K
$396K
|