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 29, 2024
Q3 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-5.48K- 2.92% |
$959K - $1.22M
|
182K
$40.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.18K- 48.65% |
$557K - $711K
|
3.36K
$748K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
43.8K+ 28.05% |
$7.67M - $9.78M
|
200K
$44.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.67% |
$8.76K - $11.2K
|
7.47K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-13.3K- 92.09% |
$2.34M - $2.98M
|
1.15K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 1.85% |
$2.1M - $2.68M
|
639K
$142M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-23- 1.63% |
$4.03K - $5.14K
|
1.39K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
252+ 5.1% |
$44.1K - $56.3K
|
5.2K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.01KNew |
$177K - $225K
|
1.01K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.1K- 1.07% |
$193K - $246K
|
101K
$22.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-143- 3.12% |
$25K - $31.9K
|
4.44K
$989K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
413+ 29.33% |
$72.3K - $92.3K
|
1.82K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
54+ 0.52% |
$9.46K - $12.1K
|
10.5K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
35+ 2.17% |
$6.13K - $7.82K
|
1.65K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-684- 4.36% |
$120K - $153K
|
15K
$3.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
93+ 4.05% |
$16.3K - $20.8K
|
2.39K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
424+ 10.8% |
$74.2K - $94.7K
|
4.35K
$969K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-53- 0.83% |
$9.28K - $11.8K
|
6.3K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6K+ 4.47% |
$1.05M - $1.34M
|
140K
$31.2M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
507+ 8.94% |
$88.8K - $113K
|
6.18K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.42KNew |
$424K - $541K
|
2.42K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
53.4KNew |
$9.35M - $11.9M
|
53.4K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
82+ 0.91% |
$14.4K - $18.3K
|
9.06K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.08K- 5.09% |
$714K - $910K
|
75.9K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20+ 0.56% |
$3.5K - $4.47K
|
3.59K
$799K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.1K+ 2.43% |
$1.07M - $1.36M
|
257K
$57.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.5% |
$175 - $223
|
203
$45.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
441+ 3.48% |
$77.2K - $98.5K
|
13.1K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-327- 13.24% |
$57.3K - $73K
|
2.14K
$477K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.7K+ 0.97% |
$473K - $603K
|
281K
$62.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.03KNew |
$181K - $231K
|
1.03K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
56+ 4.47% |
$9.81K - $12.5K
|
1.31K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.3K- 3.14% |
$3.2M - $4.09M
|
565K
$126M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-28- 1.11% |
$4.9K - $6.25K
|
2.48K
$553K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
45+ 0.37% |
$7.88K - $10.1K
|
12.1K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-140- 1.81% |
$24.5K - $31.3K
|
7.61K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-84- 2.61% |
$14.7K - $18.8K
|
3.13K
$697K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$2.45K - $3.13K
|
15.7K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.28K+ 9.78% |
$224K - $285K
|
14.3K
$3.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.7KNew |
$297K - $379K
|
1.7K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.31K- 11.64% |
$229K - $292K
|
9.94K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
45+ 2.29% |
$7.88K - $10.1K
|
2.01K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-535- 12.35% |
$93.7K - $120K
|
3.8K
$846K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-981- 27.2% |
$172K - $219K
|
2.63K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 2.41% |
$5.25K - $6.7K
|
1.22K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.62% |
$2.1K - $2.68K
|
1.96K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.68K- 9.21% |
$469K - $599K
|
26.4K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
10.4K+ 133.33% |
$1.82M - $2.32M
|
18.2K
$4.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-827- 1.21% |
$145K - $185K
|
67.5K
$15M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11+ 0.54% |
$1.93K - $2.46K
|
2.04K
$455K
|