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 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.85% |
$17.5K - $22.3K
|
1.36K
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
168+ 4.09% |
$29.4K - $37.5K
|
4.28K
$979K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-155- 2.58% |
$27.1K - $34.6K
|
5.86K
$1.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-388- 1.05% |
$67.9K - $86.7K
|
36.6K
$8.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.36K- 24.64% |
$238K - $303K
|
4.15K
$950K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
983New |
$172K - $220K
|
983
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
927New |
$162K - $207K
|
927
$212K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.78KNew |
$312K - $398K
|
1.78K
$407K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-73- 1.05% |
$12.8K - $16.3K
|
6.88K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-60- 1.14% |
$10.5K - $13.4K
|
5.2K
$1.19M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
39+ 0.27% |
$6.83K - $8.71K
|
14.7K
$3.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$1.4K - $1.79K
|
2.29K
$525K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.04KNew |
$181K - $231K
|
1.04K
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
44+ 0.41% |
$7.7K - $9.83K
|
10.7K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
900+ 45.45% |
$158K - $201K
|
2.88K
$659K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-170- 5.76% |
$29.8K - $38K
|
2.78K
$637K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.18K+ 44.62% |
$732K - $934K
|
13.6K
$3.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.6K+ 7.2% |
$2.21M - $2.81M
|
188K
$42.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
316+ 11.39% |
$55.3K - $70.6K
|
3.09K
$707K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.46K- 22.24% |
$606K - $773K
|
12.1K
$2.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-130- 1.64% |
$22.8K - $29K
|
7.79K
$1.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22- 1.62% |
$3.85K - $4.91K
|
1.33K
$305K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.06KNew |
$186K - $237K
|
1.06K
$243K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-691K- 83.75% |
$121M - $154M
|
134K
$30.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
35+ 2.85% |
$6.13K - $7.82K
|
1.26K
$289K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
256+ 6.14% |
$44.8K - $57.2K
|
4.42K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
667+ 16.14% |
$117K - $149K
|
4.8K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6+ 0.52% |
$1.05K - $1.34K
|
1.17K
$267K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6.32K- 12.19% |
$1.11M - $1.41M
|
45.5K
$10.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.39K- 7.38% |
$244K - $311K
|
17.5K
$4M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-663- 1.36% |
$116K - $148K
|
48K
$11M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.19K- 7.86% |
$208K - $265K
|
13.9K
$3.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-101- 0.32% |
$17.7K - $22.6K
|
31.8K
$7.28M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-60- 3.49% |
$10.5K - $13.4K
|
1.66K
$380K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
484+ 27.99% |
$84.7K - $108K
|
2.21K
$506K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 0.85% |
$2.63K - $3.35K
|
1.78K
$408K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
943New |
$165K - $211K
|
943
$216K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.5K- 8.27% |
$263K - $336K
|
16.7K
$3.82M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
261+ 8.67% |
$45.7K - $58.3K
|
3.27K
$749K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-22- 0.48% |
$3.85K - $4.91K
|
4.6K
$1.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
470+ 39.86% |
$82.3K - $105K
|
1.65K
$377K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-533- 9.88% |
$93.3K - $119K
|
4.86K
$1.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.1K- 26.25% |
$193K - $246K
|
3.09K
$708K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-86- 1.59% |
$15.1K - $19.2K
|
5.31K
$1.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
377+ 4.66% |
$66K - $84.2K
|
8.47K
$1.94M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
950New |
$166K - $212K
|
950
$217K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-496- 0.85% |
$86.8K - $111K
|
57.9K
$13.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.27K+ 22.42% |
$1.62M - $2.07M
|
50.6K
$11.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
17+ 1.39% |
$2.98K - $3.8K
|
1.24K
$284K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-452- 10.35% |
$79.1K - $101K
|
3.92K
$896K
|