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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-130- 63.73% |
$21.4K - $24.8K
|
74
$16.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-30- 1.18% |
$4.93K - $5.73K
|
2.51K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.32K- 1.22% |
$218K - $253K
|
107K
$23.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.72KNew |
$448K - $520K
|
2.72K
$607K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$16.4K - $19.1K
|
100
$22.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
27+ 1.45% |
$4.44K - $5.15K
|
1.89K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
877+ 7.87% |
$144K - $167K
|
12K
$2.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.41% |
$1.64K - $1.91K
|
2.42K
$540K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.66KNew |
$273K - $317K
|
1.66K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
104New |
$17.1K - $19.9K
|
104
$23.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$822 - $955
|
46.1K
$10.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 0.2% |
$2.47K - $2.86K
|
7.42K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-33.6K- 4.15% |
$5.53M - $6.42M
|
776K
$173M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-133- 6.02% |
$21.9K - $25.4K
|
2.08K
$463K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-561- 6.53% |
$92.2K - $107K
|
8.03K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
240+ 2.06% |
$39.5K - $45.8K
|
11.9K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-217- 12.48% |
$35.7K - $41.4K
|
1.52K
$339K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-189- 2.14% |
$31.1K - $36.1K
|
8.63K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-47- 3.16% |
$7.73K - $8.97K
|
1.44K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-110- 2.36% |
$18.1K - $21K
|
4.54K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-300- 3.12% |
$49.3K - $57.3K
|
9.32K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.34K+ 11.24% |
$549K - $637K
|
33K
$7.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 4.63% |
$41.1K - $47.7K
|
5.15K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.26K- 65.92% |
$371K - $430K
|
1.17K
$260K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
393+ 22.12% |
$64.6K - $75K
|
2.17K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-300- 9.76% |
$49.3K - $57.3K
|
2.78K
$619K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-475- 23.13% |
$78.1K - $90.7K
|
1.58K
$352K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.21KNew |
$199K - $231K
|
1.21K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$296K - $344K
|
1.8K
$401K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
200+ 16.38% |
$32.9K - $38.2K
|
1.42K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
95+ 1.46% |
$15.6K - $18.1K
|
6.62K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-95- 4.5% |
$15.6K - $18.1K
|
2.02K
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 8.37% |
$74K - $85.9K
|
4.92K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-281- 15.27% |
$46.2K - $53.6K
|
1.56K
$348K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-50- 1.75% |
$8.22K - $9.55K
|
2.81K
$627K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
88New |
$14.5K - $16.8K
|
88
$19.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
300+ 44.78% |
$49.3K - $57.3K
|
970
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-234- 14.03% |
$38.5K - $44.7K
|
1.43K
$320K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
28.5KNew |
$4.69M - $5.44M
|
28.5K
$6.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 37.59% |
$226K - $263K
|
2.29K
$509K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-109- 1.91% |
$17.9K - $20.8K
|
5.61K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-15.6K- 55.97% |
$2.57M - $2.99M
|
12.3K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-45- 1.34% |
$7.4K - $8.59K
|
3.3K
$736K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.53% |
$32.9K - $38.2K
|
1.7K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
38.7KNew |
$6.37M - $7.4M
|
38.7K
$8.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-354- 1.35% |
$58.2K - $67.6K
|
25.9K
$5.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2- 0.16% |
$329 - $382
|
1.22K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-890- 31.7% |
$146K - $170K
|
1.92K
$428K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
106+ 8.47% |
$17.4K - $20.2K
|
1.36K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
205+ 8.52% |
$33.7K - $39.1K
|
2.61K
$582K
|