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 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.28K- 14.43% |
$223K - $285K
|
7.56K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.01% |
$175 - $223
|
18.1K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.03KNew |
$180K - $229K
|
1.03K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
788+ 1.31% |
$138K - $176K
|
61.1K
$13.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
34+ 1.69% |
$5.95K - $7.59K
|
2.04K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
32+ 12.55% |
$5.6K - $7.15K
|
287
$64.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.1K+ 89.69% |
$1.24M - $1.58M
|
15K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-145K- 27.37% |
$25.3M - $32.3M
|
384K
$86.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.09K+ 7.39% |
$191K - $244K
|
15.9K
$3.57M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.28% |
$1.05K - $1.34K
|
2.18K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.03K+ 16.09% |
$180K - $230K
|
7.43K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-83- 1.93% |
$14.5K - $18.5K
|
4.21K
$947K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-9.5K- 16.76% |
$1.66M - $2.12M
|
47.2K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
364+ 6.29% |
$63.7K - $81.3K
|
6.15K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
288+ 2.11% |
$50.4K - $64.3K
|
13.9K
$3.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.55K+ 22.81% |
$272K - $347K
|
8.36K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-677- 31.3% |
$119K - $151K
|
1.49K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.33K+ 121.53% |
$233K - $298K
|
2.43K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-55- 0.89% |
$9.63K - $12.3K
|
6.15K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
240+ 2.38% |
$42K - $53.6K
|
10.3K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
678+ 5.24% |
$119K - $151K
|
13.6K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 10.68% |
$299K - $381K
|
17.7K
$3.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
946New |
$166K - $211K
|
946
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
54+ 3.57% |
$9.46K - $12.1K
|
1.57K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.32K- 37.2% |
$230K - $294K
|
2.22K
$500K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
28+ 1.67% |
$4.9K - $6.25K
|
1.7K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.31K- 52.28% |
$229K - $292K
|
1.19K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
BUY
|
- |
100New |
$17.5K - $22.3K
|
100
$22.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2+ 0.12% |
$350 - $447
|
1.63K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.76K+ 15.56% |
$309K - $394K
|
13.1K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
204+ 3.43% |
$35.7K - $45.6K
|
6.15K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.83K+ 10.95% |
$321K - $409K
|
18.5K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 4.76% |
$1.75K - $2.23K
|
200
$45K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 0.67% |
$3.68K - $4.69K
|
3.13K
$705K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.24% |
$123K - $156K
|
293K
$65.9M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 2.93% |
$254K - $324K
|
51K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-604- 0.99% |
$106K - $135K
|
60.5K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
158+ 11.43% |
$27.7K - $35.3K
|
1.54K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
507+ 40.5% |
$88.8K - $113K
|
1.76K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
925+ 1.29% |
$162K - $207K
|
72.7K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.86K- 3.91% |
$675K - $861K
|
94.7K
$21.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-499- 3.71% |
$87.4K - $111K
|
12.9K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
156+ 11.83% |
$27.3K - $34.8K
|
1.48K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-19- 0.21% |
$3.33K - $4.24K
|
8.88K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-801- 2.11% |
$140K - $179K
|
37.2K
$8.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-16- 1.04% |
$2.8K - $3.57K
|
1.52K
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.25K- 2.14% |
$569K - $726K
|
149K
$33.4M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
322+ 4.84% |
$56.4K - $71.9K
|
6.98K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-742- 5.12% |
$130K - $166K
|
13.7K
$3.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-537- 0.47% |
$94K - $120K
|
113K
$25.5M
|