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 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
667+ 16.14% |
$117K - $149K
|
4.8K
$1.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6+ 0.52% |
$1.05K - $1.34K
|
1.17K
$261K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6.32K- 12.19% |
$1.11M - $1.41M
|
45.5K
$10.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.39K- 7.38% |
$244K - $311K
|
17.5K
$3.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-663- 1.36% |
$116K - $148K
|
48K
$10.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-60- 3.49% |
$10.5K - $13.4K
|
1.66K
$372K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
484+ 27.99% |
$84.7K - $108K
|
2.21K
$496K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 0.85% |
$2.63K - $3.35K
|
1.78K
$399K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
943New |
$165K - $211K
|
943
$211K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.5K- 8.27% |
$263K - $336K
|
16.7K
$3.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
261+ 8.67% |
$45.7K - $58.3K
|
3.27K
$733K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-22- 0.48% |
$3.85K - $4.91K
|
4.6K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.1K- 26.25% |
$193K - $246K
|
3.09K
$693K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-86- 1.59% |
$15.1K - $19.2K
|
5.31K
$1.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
377+ 4.66% |
$66K - $84.2K
|
8.47K
$1.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
950New |
$166K - $212K
|
950
$213K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-452- 10.35% |
$79.1K - $101K
|
3.92K
$877K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-2.84K- 3.84% |
$497K - $634K
|
71K
$15.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-18- 0.12% |
$3.15K - $4.02K
|
14.4K
$3.23M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$32.9K - $38.2K
|
200
$44.8K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-463- 11.06% |
$76.1K - $88.4K
|
3.73K
$834K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-760- 4.66% |
$125K - $145K
|
15.6K
$3.48M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-793- 0.77% |
$130K - $151K
|
102K
$22.9M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.25KClosed |
$205K - $238K
|
0
$0
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
110+ 6.41% |
$18.1K - $21K
|
1.83K
$409K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
400+ 28.57% |
$65.8K - $76.4K
|
1.8K
$403K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-1.11K- 2.04% |
$183K - $212K
|
53.2K
$11.9M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-558- 16.47% |
$91.8K - $107K
|
2.83K
$634K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
49+ 9.72% |
$8.06K - $9.35K
|
553
$124K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.05KNew |
$173K - $200K
|
1.05K
$235K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-199- 1.86% |
$32.7K - $38K
|
10.5K
$2.35M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
37+ 2.15% |
$6.08K - $7.06K
|
1.76K
$394K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.29KNew |
$376K - $436K
|
2.29K
$512K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-58- 0.27% |
$9.54K - $11.1K
|
21.6K
$4.83M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
33+ 0.51% |
$5.43K - $6.3K
|
6.55K
$1.47M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
73+ 5.48% |
$12K - $13.9K
|
1.41K
$315K
|
|
|
Aug 16, 2024
Q2 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-31- 1.03% |
$5.1K - $5.92K
|
2.97K
$665K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
41.4KNew |
$6.81M - $7.9M
|
41.4K
$9.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-13- 0.11% |
$2.14K - $2.48K
|
11.8K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
28+ 0.29% |
$4.6K - $5.35K
|
9.79K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.22K- 32.03% |
$200K - $233K
|
2.59K
$579K
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-66- 4.42% |
$10.9K - $12.6K
|
1.43K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-7.58K- 34.39% |
$1.25M - $1.45M
|
14.5K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24+ 0.55% |
$3.95K - $4.58K
|
4.42K
$989K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$4.52M - $5.25M
|
27.5K
$6.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.67K+ 250.3% |
$274K - $318K
|
2.33K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
215+ 13.29% |
$35.4K - $41K
|
1.83K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-400- 21.87% |
$65.8K - $76.4K
|
1.43K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
272KNew |
$44.7M - $51.9M
|
272K
$60.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-487K- 33.41% |
$80.1M - $93M
|
971K
$217M
|
|