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 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-91- 2.96% |
$15.9K - $20.3K
|
2.98K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.9K+ 17.35% |
$4.18M - $5.33M
|
161K
$36.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14- 0.42% |
$2.45K - $3.13K
|
3.29K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-157- 7.5% |
$27.5K - $35.1K
|
1.94K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
48+ 0.24% |
$8.4K - $10.7K
|
20K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
959New |
$168K - $214K
|
959
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-224K- 13.05% |
$39.2M - $50M
|
1.49M
$335M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.02KNew |
$704K - $899K
|
4.02K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
58.7K+ 7.05% |
$10.3M - $13.1M
|
892K
$200M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
978+ 2.46% |
$171K - $218K
|
40.8K
$9.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.22KNew |
$214K - $273K
|
1.22K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.4K+ 37.89% |
$5.33M - $6.8M
|
111K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.93K- 6.23% |
$512K - $654K
|
44K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-29.3K- 21.59% |
$5.13M - $6.55M
|
106K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
31.8K+ 322.06% |
$5.56M - $7.09M
|
41.6K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-43.3K- 0.21% |
$7.58M - $9.67M
|
20.5M
$4.6B
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.51K- 93.18% |
$615K - $785K
|
257
$57.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-54- 24.55% |
$9.46K - $12.1K
|
166
$37.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-150- 2.0% |
$26.3K - $33.5K
|
7.35K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
130+ 3.47% |
$22.8K - $29K
|
3.87K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
950New |
$166K - $212K
|
950
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 1.41% |
$6.13K - $7.82K
|
2.51K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.09KNew |
$190K - $243K
|
1.09K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-13.5K- 2.82% |
$2.37M - $3.02M
|
465K
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
225+ 12.57% |
$39.4K - $50.3K
|
2.02K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-30.1K- 6.91% |
$5.28M - $6.73M
|
406K
$91.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.68KNew |
$1.69M - $2.16M
|
9.68K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
2.46K+ 189.23% |
$431K - $550K
|
3.76K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
8.83KNew |
$1.55M - $1.97M
|
8.83K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
309+ 7.44% |
$54.1K - $69K
|
4.46K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
421+ 4.15% |
$73.7K - $94K
|
10.6K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
57.9KNew |
$10.1M - $12.9M
|
57.9K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
30+ 1.85% |
$5.25K - $6.7K
|
1.65K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
11+ 0.48% |
$1.93K - $2.46K
|
2.29K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-157- 0.95% |
$27.5K - $35.1K
|
16.4K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.56K- 16.03% |
$274K - $349K
|
8.19K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-806- 8.45% |
$141K - $180K
|
8.74K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
78+ 0.05% |
$13.7K - $17.4K
|
157K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.38K+ 5.54% |
$242K - $309K
|
26.4K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.2K- 2.24% |
$1.78M - $2.27M
|
444K
$99.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5- 0.15% |
$876 - $1.12K
|
3.33K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.94K+ 54.59% |
$866K - $1.1M
|
14K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.44K+ 5.29% |
$252K - $321K
|
28.6K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-19.4K- 68.31% |
$3.4M - $4.33M
|
9K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
198+ 6.46% |
$34.7K - $44.2K
|
3.26K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
382+ 17.27% |
$66.9K - $85.3K
|
2.59K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
483+ 2.86% |
$84.6K - $108K
|
17.4K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-592- 7.51% |
$104K - $132K
|
7.3K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
905New |
$158K - $202K
|
905
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.01KNew |
$177K - $226K
|
1.01K
$227K
|