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 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-111- 0.65% |
$19.4K - $24.8K
|
16.9K
$3.76M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.07KNew |
$188K - $239K
|
1.07K
$239K
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-250- 4.71% |
$43.8K - $55.8K
|
5.06K
$1.13M
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-350- 1.62% |
$61.3K - $78.2K
|
21.3K
$4.74M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.43K+ 7.34% |
$426K - $544K
|
35.6K
$7.93M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
117+ 2.02% |
$20.5K - $26.1K
|
5.91K
$1.32M
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-3- 0.08% |
$525 - $670
|
3.62K
$806K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
181+ 118.3% |
$31.7K - $40.4K
|
334
$74.5K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-747- 32.84% |
$131K - $167K
|
1.53K
$341K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.27K+ 98.82% |
$747K - $953K
|
8.59K
$1.91M
|
|
Oct 07, 2024
Q3 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-498- 3.8% |
$87.2K - $111K
|
12.6K
$2.81M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7+ 0.6% |
$1.23K - $1.56K
|
1.17K
$260K
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.94K+ 7.47% |
$340K - $433K
|
27.9K
$6.23M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-664- 1.97% |
$116K - $148K
|
33.1K
$7.37M
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.17K- 22.35% |
$206K - $262K
|
4.08K
$909K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.15KNew |
$202K - $257K
|
1.15K
$257K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.63K- 14.3% |
$285K - $363K
|
9.74K
$2.17M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
19+ 0.97% |
$3.33K - $4.24K
|
1.98K
$441K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-160- 4.16% |
$28K - $35.7K
|
3.68K
$821K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-513- 14.78% |
$89.8K - $115K
|
2.96K
$660K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.98K- 48.67% |
$872K - $1.11M
|
5.25K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
984New |
$172K - $220K
|
984
$219K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 24.0% |
$289K - $369K
|
8.53K
$1.9M
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-290- 1.59% |
$50.8K - $64.8K
|
18K
$4.01M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 5.92% |
$16.5K - $21K
|
1.49K
$333K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.91K+ 164.89% |
$684K - $873K
|
6.28K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 4.49% |
$10.2K - $13K
|
1.23K
$275K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
21+ 1.53% |
$3.68K - $4.69K
|
1.4K
$311K
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-451- 5.44% |
$79K - $101K
|
7.84K
$1.75M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.38K+ 2.08% |
$1.12M - $1.42M
|
313K
$69.7M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.14KNew |
$199K - $254K
|
1.14K
$254K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4- 0.31% |
$700 - $894
|
1.29K
$288K
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-339- 1.81% |
$59.4K - $75.7K
|
18.3K
$4.09M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.22K- 17.28% |
$214K - $273K
|
5.85K
$1.3M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.27% |
$175 - $223
|
375
$83.6K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-23- 0.59% |
$4.03K - $5.14K
|
3.86K
$861K
|
|
Oct 04, 2024
Q3 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.23K+ 21.3% |
$390K - $498K
|
12.7K
$2.83M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-397- 9.4% |
$69.5K - $88.7K
|
3.83K
$853K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
500+ 19.45% |
$87.6K - $112K
|
3.07K
$685K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-623- 1.96% |
$109K - $139K
|
31.1K
$6.93M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.85% |
$17.5K - $22.3K
|
1.36K
$303K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
168+ 4.09% |
$29.4K - $37.5K
|
4.28K
$954K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-155- 2.58% |
$27.1K - $34.6K
|
5.86K
$1.31M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-388- 1.05% |
$67.9K - $86.7K
|
36.6K
$8.15M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.36K- 24.64% |
$238K - $303K
|
4.15K
$926K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
983New |
$172K - $220K
|
983
$219K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
927New |
$162K - $207K
|
927
$207K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.78KNew |
$312K - $398K
|
1.78K
$397K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-73- 1.05% |
$12.8K - $16.3K
|
6.88K
$1.53M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-60- 1.14% |
$10.5K - $13.4K
|
5.2K
$1.16M
|