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 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-80- 1.21% |
$14K - $17.9K
|
6.51K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.45K- 1.04% |
$254K - $323K
|
137K
$30.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
8+ 0.38% |
$1.4K - $1.79K
|
2.13K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-114- 1.13% |
$20K - $25.5K
|
9.97K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
1.2K+ 2.19% |
$210K - $268K
|
55.9K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
43+ 1.07% |
$7.53K - $9.61K
|
4.06K
$913K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
188K+ 3.92% |
$32.9M - $42M
|
4.98M
$1.12B
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1- 0.04% |
$175 - $223
|
2.28K
$512K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.01K+ 8.28% |
$1.05M - $1.34M
|
78.6K
$17.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 25.45% |
$510K - $651K
|
14.4K
$3.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
762+ 32.23% |
$133K - $170K
|
3.13K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
104+ 1.33% |
$18.2K - $23.2K
|
7.9K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.53KNew |
$268K - $342K
|
1.53K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
232+ 1.81% |
$40.6K - $51.8K
|
13.1K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-104- 23.48% |
$18.2K - $23.2K
|
339
$76.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
555+ 2.81% |
$97.2K - $124K
|
20.3K
$4.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-174- 1.78% |
$30.5K - $38.9K
|
9.6K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
990+ 40.24% |
$173K - $221K
|
3.45K
$776K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
290+ 1.5% |
$50.8K - $64.8K
|
19.6K
$4.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
493New |
$86.3K - $110K
|
493
$111K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-297- 0.45% |
$52K - $66.3K
|
65.3K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
237+ 23700.0% |
$41.5K - $52.9K
|
238
$53.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
179+ 8.2% |
$31.3K - $40K
|
2.36K
$531K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.32K- 71.11% |
$756K - $965K
|
1.76K
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
166+ 40.89% |
$29.1K - $37.1K
|
572
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.73KNew |
$653K - $834K
|
3.73K
$839K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
47+ 3.62% |
$8.23K - $10.5K
|
1.35K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.92K+ 9.02% |
$336K - $429K
|
23.2K
$5.22M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.13K- 24.44% |
$198K - $253K
|
3.5K
$787K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
975+ 3.03% |
$171K - $218K
|
33.2K
$7.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.56K+ 3.19% |
$623K - $795K
|
115K
$25.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
788+ 5.23% |
$138K - $176K
|
15.8K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
13+ 0.62% |
$2.28K - $2.9K
|
2.1K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
119K+ 8.71% |
$20.9M - $26.6M
|
1.49M
$335M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-7.4K- 2.02% |
$1.3M - $1.65M
|
359K
$80.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
450K+ 103.09% |
$78.8M - $101M
|
886K
$199M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-300- 7.69% |
$52.5K - $67K
|
3.6K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-445- 1.46% |
$77.9K - $99.4K
|
30.1K
$6.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
123+ 0.08% |
$21.5K - $27.5K
|
148K
$33.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
275+ 0.33% |
$48.2K - $61.4K
|
84K
$18.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
402+ 4.68% |
$70.4K - $89.8K
|
9K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-361- 0.64% |
$63.2K - $80.6K
|
55.9K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2K- 1.7% |
$350K - $447K
|
115K
$25.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12.9K+ 8.28% |
$2.25M - $2.87M
|
168K
$37.8M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-79- 2.17% |
$13.8K - $17.6K
|
3.57K
$802K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
100+ 2.07% |
$17.5K - $22.3K
|
4.94K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.11% |
$700 - $894
|
3.64K
$819K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-252K- 45.29% |
$44.1M - $56.3M
|
304K
$68.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.79K+ 17.05% |
$663K - $846K
|
26K
$5.85M
|