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 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.29KNew |
$226K - $289K
|
1.29K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.09KNew |
$190K - $243K
|
1.09K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-2.88K- 3.85% |
$504K - $644K
|
72K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-152- 0.47% |
$26.6K - $34K
|
32K
$7.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-848- 35.63% |
$148K - $189K
|
1.53K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
700+ 5.0% |
$123K - $156K
|
14.7K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-150- 7.65% |
$26.3K - $33.5K
|
1.81K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
55+ 3.75% |
$9.63K - $12.3K
|
1.52K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-23- 1.24% |
$4.03K - $5.14K
|
1.83K
$402K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1KNew |
$175K - $223K
|
1K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
25+ 0.83% |
$4.38K - $5.58K
|
3.05K
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-208- 3.75% |
$36.4K - $46.5K
|
5.34K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-160- 0.6% |
$28K - $35.7K
|
26.4K
$5.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
576+ 1.02% |
$101K - $129K
|
57K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11- 0.63% |
$1.93K - $2.46K
|
1.74K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
101+ 4.34% |
$17.7K - $22.6K
|
2.43K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.55K+ 41.55% |
$797K - $1.02M
|
15.5K
$3.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-15- 0.64% |
$2.63K - $3.35K
|
2.32K
$511K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-130- 1.52% |
$22.8K - $29K
|
8.41K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
402+ 5.19% |
$70.4K - $89.8K
|
8.15K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
539+ 2.84% |
$94.4K - $120K
|
19.6K
$4.3M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-725- 14.95% |
$127K - $162K
|
4.13K
$907K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
20.9K+ 1392.89% |
$3.67M - $4.68M
|
22.5K
$4.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.25K- 5.45% |
$394K - $503K
|
39.1K
$8.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
246+ 0.88% |
$43.1K - $55K
|
28.1K
$6.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-715- 3.53% |
$125K - $160K
|
19.5K
$4.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$700 - $894
|
7.21K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.06KNew |
$186K - $237K
|
1.06K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$525 - $670
|
2.01K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22.7K+ 23.93% |
$3.97M - $5.07M
|
118K
$25.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
432New |
$75.6K - $96.5K
|
432
$95K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-325- 3.19% |
$56.9K - $72.6K
|
9.88K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.91KNew |
$334K - $426K
|
1.91K
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-182- 8.91% |
$31.9K - $40.7K
|
1.86K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-499- 14.03% |
$87.4K - $111K
|
3.06K
$672K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-220- 1.3% |
$38.5K - $49.1K
|
16.7K
$3.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
15.7KNew |
$2.75M - $3.51M
|
15.7K
$3.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-153- 4.6% |
$26.8K - $34.2K
|
3.18K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.1K- 93.76% |
$2.81M - $3.59M
|
1.07K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
200+ 2.61% |
$35K - $44.7K
|
7.86K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-120- 1.3% |
$21K - $26.8K
|
9.09K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
544+ 31.09% |
$95.3K - $122K
|
2.29K
$505K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16+ 0.18% |
$2.8K - $3.57K
|
8.77K
$1.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-189- 4.99% |
$33.1K - $42.2K
|
3.6K
$791K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.42K+ 352.36% |
$249K - $317K
|
1.82K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 5.67% |
$285K - $363K
|
30.3K
$6.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-159- 6.96% |
$27.8K - $35.5K
|
2.13K
$468K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.21% |
$525 - $670
|
1.41K
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
600+ 38.07% |
$105K - $134K
|
2.18K
$479K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.24K- 11.38% |
$217K - $277K
|
9.67K
$2.13M
|