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 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-109- 8.59% |
$19.1K - $24.3K
|
1.16K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
118+ 8.15% |
$20.7K - $26.4K
|
1.57K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.7% |
$1.75K - $2.23K
|
1.44K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
1.67K+ 4.56% |
$293K - $374K
|
38.4K
$9.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 9.09% |
$175K - $223K
|
10K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-70- 2.75% |
$12.3K - $15.6K
|
2.47K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
7KNew |
$1.23M - $1.56M
|
7K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-487- 20.23% |
$85.3K - $109K
|
1.92K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4- 0.2% |
$700 - $894
|
2K
$497K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.17% |
$876 - $1.12K
|
2.99K
$743K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.14K+ 15.59% |
$200K - $255K
|
8.46K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.73KNew |
$302K - $386K
|
1.73K
$429K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
40+ 1.7% |
$7K - $8.94K
|
2.39K
$595K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
940New |
$165K - $210K
|
940
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
914New |
$160K - $204K
|
914
$227K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
296+ 18.75% |
$51.8K - $66.1K
|
1.88K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$159K - $202K
|
906
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18- 13.04% |
$3.15K - $4.02K
|
120
$29.8K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.02KNew |
$179K - $228K
|
1.02K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-143- 0.08% |
$25K - $31.9K
|
186K
$46.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
BUY
|
- |
907New |
$159K - $203K
|
907
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.4% |
$4.38K - $5.58K
|
6.34K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.09KNew |
$190K - $243K
|
1.09K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-150- 7.65% |
$26.3K - $33.5K
|
1.81K
$450K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-208- 3.75% |
$36.4K - $46.5K
|
5.34K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-160- 0.6% |
$28K - $35.7K
|
26.4K
$6.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
432New |
$75.6K - $96.5K
|
432
$107K
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
15.7KNew |
$2.75M - $3.51M
|
15.7K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.1K- 93.76% |
$2.81M - $3.59M
|
1.07K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
983New |
$172K - $220K
|
983
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 14.54% |
$33.4M - $42.5M
|
1.5M
$373M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-51- 2.82% |
$8.93K - $11.4K
|
1.76K
$437K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.6K+ 2.07% |
$2.38M - $3.03M
|
668K
$166M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
259+ 6.57% |
$45.4K - $57.9K
|
4.2K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
428New |
$74.9K - $95.6K
|
428
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
503New |
$88.1K - $112K
|
503
$125K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
219+ 63.48% |
$38.3K - $48.9K
|
564
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.05KNew |
$184K - $235K
|
1.05K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-200- 16.46% |
$35K - $44.7K
|
1.02K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-716- 38.23% |
$125K - $160K
|
1.16K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 3.68% |
$17.5K - $22.3K
|
2.62K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.8% |
$2.63K - $3.35K
|
1.9K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
63+ 2.79% |
$11K - $14.1K
|
2.32K
$576K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
5+ 0.36% |
$876 - $1.12K
|
1.39K
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.79% |
$1.05K - $1.34K
|
765
$190K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.17KNew |
$204K - $260K
|
1.17K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.5KNew |
$263K - $335K
|
1.5K
$373K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.04KNew |
$182K - $232K
|
1.04K
$258K
|