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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
466New |
$81.6K - $104K
|
466
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
927New |
$162K - $207K
|
927
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$43.8K - $55.8K
|
250
$62.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
343+ 7.92% |
$60.1K - $76.6K
|
4.67K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.96K- 19.29% |
$694K - $885K
|
16.6K
$4.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
4KNew |
$700K - $894K
|
4K
$995K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-239- 17.55% |
$41.8K - $53.4K
|
1.12K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-114- 1.13% |
$20K - $25.5K
|
9.97K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
237+ 23700.0% |
$41.5K - $52.9K
|
238
$59.2K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.13K- 24.44% |
$198K - $253K
|
3.5K
$870K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2K- 1.7% |
$350K - $447K
|
115K
$28.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
100+ 2.07% |
$17.5K - $22.3K
|
4.94K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
965New |
$169K - $216K
|
965
$240K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
81+ 5.81% |
$14.2K - $18.1K
|
1.47K
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.07KNew |
$187K - $239K
|
1.07K
$266K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-26- 1.77% |
$4.55K - $5.81K
|
1.44K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 7.46% |
$3.5K - $4.47K
|
248
$61.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 1.81% |
$2.28K - $2.9K
|
733
$182K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
65+ 0.39% |
$11.4K - $14.5K
|
16.8K
$4.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 86.41% |
$189K - $241K
|
2.33K
$580K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30New |
$5.25K - $6.7K
|
30
$7.46K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-12.6K- 67.38% |
$2.21M - $2.81M
|
6.1K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 4.55% |
$8.76K - $11.2K
|
1.05K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-5- 0.05% |
$876 - $1.12K
|
9.84K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.03KNew |
$180K - $229K
|
1.03K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-83- 1.93% |
$14.5K - $18.5K
|
4.21K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
946New |
$166K - $211K
|
946
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
BUY
|
- |
100New |
$17.5K - $22.3K
|
100
$24.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.76K+ 15.56% |
$309K - $394K
|
13.1K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 4.76% |
$1.75K - $2.23K
|
200
$49.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-45- 0.5% |
$7.88K - $10.1K
|
8.99K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.6KNew |
$805K - $1.03M
|
4.6K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
460New |
$80.5K - $103K
|
460
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
808+ 0.24% |
$141K - $180K
|
338K
$83.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
325+ 11.65% |
$56.9K - $72.6K
|
3.12K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-300- 1.1% |
$52.5K - $67K
|
26.9K
$6.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11.4KNew |
$2M - $2.55M
|
11.4K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
195New |
$34.1K - $43.6K
|
195
$48.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
173K+ 116.55% |
$30.3M - $38.6M
|
321K
$79.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
25.1K+ 75.57% |
$4.39M - $5.6M
|
58.2K
$14.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.72KNew |
$302K - $385K
|
1.72K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-282- 64.68% |
$49.4K - $63K
|
154
$38.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.07KNew |
$188K - $239K
|
1.07K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
943New |
$165K - $211K
|
943
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-75- 0.45% |
$13.1K - $16.8K
|
16.5K
$4.1M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
127+ 3.73% |
$22.2K - $28.4K
|
3.53K
$878K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
934New |
$164K - $209K
|
934
$232K
|