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 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.63K- 14.3% |
$285K - $363K
|
9.74K
$2.18M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
19+ 0.97% |
$3.33K - $4.24K
|
1.98K
$443K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-160- 4.16% |
$28K - $35.7K
|
3.68K
$825K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-513- 14.78% |
$89.8K - $115K
|
2.96K
$662K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.98K- 48.67% |
$872K - $1.11M
|
5.25K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
984New |
$172K - $220K
|
984
$220K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 24.0% |
$289K - $369K
|
8.53K
$1.91M
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-290- 1.59% |
$50.8K - $64.8K
|
18K
$4.02M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 5.92% |
$16.5K - $21K
|
1.49K
$335K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.91K+ 164.89% |
$684K - $873K
|
6.28K
$1.41M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 4.49% |
$10.2K - $13K
|
1.23K
$276K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
21+ 1.53% |
$3.68K - $4.69K
|
1.4K
$312K
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-451- 5.44% |
$79K - $101K
|
7.84K
$1.75M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.38K+ 2.08% |
$1.12M - $1.42M
|
313K
$70M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.14KNew |
$199K - $254K
|
1.14K
$255K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4- 0.31% |
$700 - $894
|
1.29K
$289K
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-339- 1.81% |
$59.4K - $75.7K
|
18.3K
$4.11M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.22K- 17.28% |
$214K - $273K
|
5.85K
$1.31M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.27% |
$175 - $223
|
375
$84K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-23- 0.59% |
$4.03K - $5.14K
|
3.86K
$865K
|
|
Oct 04, 2024
Q3 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.23K+ 21.3% |
$390K - $498K
|
12.7K
$2.84M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-397- 9.4% |
$69.5K - $88.7K
|
3.83K
$857K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
500+ 19.45% |
$87.6K - $112K
|
3.07K
$688K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-623- 1.96% |
$109K - $139K
|
31.1K
$6.96M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.85% |
$17.5K - $22.3K
|
1.36K
$305K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
168+ 4.09% |
$29.4K - $37.5K
|
4.28K
$958K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-155- 2.58% |
$27.1K - $34.6K
|
5.86K
$1.31M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-388- 1.05% |
$67.9K - $86.7K
|
36.6K
$8.19M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.36K- 24.64% |
$238K - $303K
|
4.15K
$930K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
983New |
$172K - $220K
|
983
$220K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
927New |
$162K - $207K
|
927
$208K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.78KNew |
$312K - $398K
|
1.78K
$399K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-73- 1.05% |
$12.8K - $16.3K
|
6.88K
$1.54M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-60- 1.14% |
$10.5K - $13.4K
|
5.2K
$1.17M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
39+ 0.27% |
$6.83K - $8.71K
|
14.7K
$3.3M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$1.4K - $1.79K
|
2.29K
$514K
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.04KNew |
$181K - $231K
|
1.04K
$232K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
44+ 0.41% |
$7.7K - $9.83K
|
10.7K
$2.39M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
900+ 45.45% |
$158K - $201K
|
2.88K
$645K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-170- 5.76% |
$29.8K - $38K
|
2.78K
$623K
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.6K+ 7.2% |
$2.21M - $2.81M
|
188K
$42M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
316+ 11.39% |
$55.3K - $70.6K
|
3.09K
$692K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.46K- 22.24% |
$606K - $773K
|
12.1K
$2.71M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-130- 1.64% |
$22.8K - $29K
|
7.79K
$1.74M
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-22- 1.62% |
$3.85K - $4.91K
|
1.33K
$299K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.06KNew |
$186K - $237K
|
1.06K
$237K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-691K- 83.75% |
$121M - $154M
|
134K
$30M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
35+ 2.85% |
$6.13K - $7.82K
|
1.26K
$283K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
256+ 6.14% |
$44.8K - $57.2K
|
4.42K
$991K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
667+ 16.14% |
$117K - $149K
|
4.8K
$1.07M
|