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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.13KNew |
$154K - $186K
|
1.13K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.24K- 90.02% |
$578K - $698K
|
470
$106K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.06K- 22.02% |
$144K - $174K
|
3.74K
$847K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$23.2K - $28K
|
170
$38.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$182K - $220K
|
1.33K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
54+ 1.39% |
$7.36K - $8.89K
|
3.94K
$891K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-25- 1.65% |
$3.41K - $4.12K
|
1.49K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-311- 4.92% |
$42.4K - $51.2K
|
6K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.21KNew |
$165K - $199K
|
1.21K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 2500.0% |
$6.82K - $8.24K
|
52
$11.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-112- 3.65% |
$15.3K - $18.4K
|
2.96K
$669K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-67- 3.91% |
$9.14K - $11K
|
1.65K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-320- 0.75% |
$43.6K - $52.7K
|
42.2K
$9.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.78K+ 7.68% |
$378K - $457K
|
38.9K
$8.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-149- 2.82% |
$20.3K - $24.5K
|
5.14K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.8K+ 17.35% |
$245K - $296K
|
12.2K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300New |
$40.9K - $49.4K
|
300
$67.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
1.3KNew |
$178K - $215K
|
1.3K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 16.35% |
$81.8K - $98.8K
|
3.07K
$694K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
246+ 15.65% |
$33.5K - $40.5K
|
1.82K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
443+ 256.07% |
$60.4K - $73K
|
616
$139K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-938- 3.84% |
$128K - $154K
|
23.5K
$5.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
88+ 2.52% |
$12K - $14.5K
|
3.58K
$810K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-98- 3.82% |
$13.4K - $16.1K
|
2.47K
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.62K- 38.59% |
$221K - $266K
|
2.57K
$582K
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-8K- 9.88% |
$1.09M - $1.32M
|
73K
$16.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
66+ 1.65% |
$9K - $10.9K
|
4.08K
$922K
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
28.8KNew |
$3.93M - $4.74M
|
28.8K
$6.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-106- 1.54% |
$14.5K - $17.5K
|
6.78K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
55+ 3.06% |
$7.5K - $9.06K
|
1.85K
$418K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.27KNew |
$173K - $209K
|
1.27K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-241- 1.53% |
$32.9K - $39.7K
|
15.5K
$3.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-78- 4.4% |
$10.6K - $12.8K
|
1.69K
$383K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-670- 41.88% |
$91.4K - $110K
|
930
$210K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.49KNew |
$339K - $409K
|
2.49K
$562K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
300+ 20.28% |
$40.9K - $49.4K
|
1.78K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2KNew |
$273K - $329K
|
2K
$452K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
208+ 4.87% |
$28.4K - $34.3K
|
4.48K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-447- 23.59% |
$61K - $73.6K
|
1.45K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
69+ 3.82% |
$9.41K - $11.4K
|
1.88K
$424K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-900- 82.04% |
$123K - $148K
|
197
$44.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
39+ 1.31% |
$5.32K - $6.42K
|
3.02K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.27KNew |
$173K - $209K
|
1.27K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-700- 22.95% |
$95.5K - $115K
|
2.35K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-7- 0.23% |
$955 - $1.15K
|
3.1K
$701K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-435- 11.04% |
$59.3K - $71.6K
|
3.51K
$793K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.11KClosed |
$288K - $348K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.88KNew |
$257K - $310K
|
1.88K
$426K
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-50- 3.45% |
$6.82K - $8.24K
|
1.4K
$316K
|