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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
300+ 44.78% |
$49.3K - $57.3K
|
970
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-234- 14.03% |
$38.5K - $44.7K
|
1.43K
$320K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
28.5KNew |
$4.69M - $5.44M
|
28.5K
$6.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-109- 1.91% |
$17.9K - $20.8K
|
5.61K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-15.6K- 55.97% |
$2.57M - $2.99M
|
12.3K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-45- 1.34% |
$7.4K - $8.59K
|
3.3K
$737K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.53% |
$32.9K - $38.2K
|
1.7K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
38.7KNew |
$6.37M - $7.4M
|
38.7K
$8.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-354- 1.35% |
$58.2K - $67.6K
|
25.9K
$5.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2- 0.16% |
$329 - $382
|
1.22K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-890- 31.7% |
$146K - $170K
|
1.92K
$428K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
106+ 8.47% |
$17.4K - $20.2K
|
1.36K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
205+ 8.52% |
$33.7K - $39.1K
|
2.61K
$583K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
332New |
$54.6K - $63.4K
|
332
$74.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
201+ 0.66% |
$33.1K - $38.4K
|
30.7K
$6.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-65- 68.42% |
$10.7K - $12.4K
|
30
$6.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.5KNew |
$247K - $286K
|
1.5K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-134- 4.19% |
$22K - $25.6K
|
3.06K
$683K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-259- 19.46% |
$42.6K - $49.4K
|
1.07K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 2.06% |
$9.87K - $11.5K
|
2.86K
$637K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13+ 0.66% |
$2.14K - $2.48K
|
1.98K
$441K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
278New |
$45.7K - $53.1K
|
278
$62K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 1.18% |
$658 - $764
|
342
$76.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
590+ 22.73% |
$97K - $113K
|
3.19K
$711K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 3.09% |
$493 - $573
|
100
$22.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
100+ 0.45% |
$16.4K - $19.1K
|
22.2K
$4.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.22% |
$4.11K - $4.77K
|
11.3K
$2.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.47% |
$987 - $1.15K
|
1.27K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
175+ 11.64% |
$28.8K - $33.4K
|
1.68K
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-194- 3.12% |
$31.9K - $37K
|
6.03K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-5M- 99.99% |
$822M - $954M
|
500
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$82.2K - $95.5K
|
500
$112K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.86KNew |
$306K - $356K
|
1.86K
$416K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.02K- 85.17% |
$1.15M - $1.34M
|
1.22K
$273K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.44KNew |
$401K - $465K
|
2.44K
$544K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.61% |
$2.14K - $2.48K
|
2.13K
$476K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-70- 0.25% |
$11.5K - $13.4K
|
27.9K
$6.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.49% |
$493 - $573
|
610
$136K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3K- 60.84% |
$493K - $573K
|
1.93K
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.17% |
$329 - $382
|
1.2K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-188- 2.26% |
$30.9K - $35.9K
|
8.11K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-353- 7.73% |
$58K - $67.4K
|
4.21K
$940K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-575- 17.41% |
$94.5K - $110K
|
2.73K
$609K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$195K - $227K
|
1.19K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.71KNew |
$445K - $517K
|
2.71K
$604K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.36K- 26.04% |
$224K - $260K
|
3.86K
$862K
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.82K- 54.64% |
$464K - $539K
|
2.34K
$523K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.68K- 18.14% |
$275K - $320K
|
7.56K
$1.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-199- 9.1% |
$32.7K - $38K
|
1.99K
$443K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 0.22% |
$658 - $764
|
1.81K
$405K
|