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 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$315K - $401K
|
1.8K
$395K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
123+ 0.78% |
$21.5K - $27.5K
|
15.9K
$3.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.63K+ 133.83% |
$285K - $363K
|
2.84K
$625K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-213- 3.29% |
$37.3K - $47.6K
|
6.26K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
751+ 7.48% |
$132K - $168K
|
10.8K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
25+ 2.03% |
$4.38K - $5.58K
|
1.26K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-175- 3.0% |
$30.6K - $39.1K
|
5.65K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
296+ 18.75% |
$51.8K - $66.1K
|
1.88K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-861- 1.46% |
$151K - $192K
|
58K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
582+ 38.9% |
$102K - $130K
|
2.08K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$159K - $202K
|
906
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
132K+ 173.65% |
$23.2M - $29.6M
|
209K
$45.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 5.44% |
$176K - $225K
|
19.5K
$4.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
424+ 11.14% |
$74.2K - $94.7K
|
4.23K
$931K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-469- 8.38% |
$82.1K - $105K
|
5.13K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.3K- 2.16% |
$228K - $290K
|
58.8K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-59- 2.94% |
$10.3K - $13.2K
|
1.95K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 1.57% |
$7K - $8.94K
|
2.51K
$552K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-8.02K- 15.64% |
$1.4M - $1.79M
|
43.3K
$9.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-226- 2.17% |
$39.6K - $50.5K
|
10.2K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.57K- 5.34% |
$275K - $351K
|
27.9K
$6.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.08K- 4.3% |
$189K - $241K
|
24K
$5.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18- 13.04% |
$3.15K - $4.02K
|
120
$26.4K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.02KNew |
$179K - $228K
|
1.02K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-296- 0.73% |
$51.8K - $66.1K
|
40K
$8.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.25K+ 3.55% |
$219K - $280K
|
36.6K
$8.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.22% |
$876 - $1.12K
|
2.31K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.03% |
$3.5K - $4.47K
|
75K
$16.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-137- 3.21% |
$24K - $30.6K
|
4.13K
$907K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-43- 1.04% |
$7.53K - $9.61K
|
4.08K
$896K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-20- 1.2% |
$3.5K - $4.47K
|
1.65K
$364K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.79K- 49.9% |
$839K - $1.07M
|
4.81K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1.17K- 3.64% |
$205K - $261K
|
30.9K
$6.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
922+ 5.19% |
$161K - $206K
|
18.7K
$4.11M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.7M+ 20324.46% |
$473M - $604M
|
2.72M
$597M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.8K+ 4676.62% |
$1.89M - $2.41M
|
11K
$2.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
4.96KNew |
$868K - $1.11M
|
4.96K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
52+ 1.48% |
$9.11K - $11.6K
|
3.57K
$785K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.63K+ 3.41% |
$285K - $364K
|
49.5K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-102- 2.88% |
$17.9K - $22.8K
|
3.45K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-143- 0.08% |
$25K - $31.9K
|
186K
$41M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.67K- 12.78% |
$1.69M - $2.16M
|
66K
$14.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$350 - $447
|
1.17K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
BUY
|
- |
907New |
$159K - $203K
|
907
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.4% |
$4.38K - $5.58K
|
6.34K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
77+ 47.24% |
$13.5K - $17.2K
|
240
$52.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-63- 5.13% |
$11K - $14.1K
|
1.17K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-321- 4.55% |
$56.2K - $71.7K
|
6.73K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-405- 3.11% |
$70.9K - $90.5K
|
12.6K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-16- 0.52% |
$2.8K - $3.57K
|
3.09K
$680K
|