Latest Institutional Purchases of International Business Machines Corp (IBM)
This list provides information on the latest institutional transactions involving International Business Machines Corp (IBM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.33KNew |
$863K - $1.04M
|
6.33K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.2KNew |
$709K - $856K
|
5.2K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.69K+ 15.44% |
$504K - $608K
|
27.6K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.3KNew |
$450K - $543K
|
3.3K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
3.2KNew |
$436K - $526K
|
3.2K
$717K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.78K+ 7.68% |
$378K - $457K
|
38.9K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
2.7KNew |
$368K - $445K
|
2.7K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64KNew |
$360K - $435K
|
2.64K
$592K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.49KNew |
$339K - $409K
|
2.49K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.17KNew |
$295K - $357K
|
2.17K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.04KNew |
$278K - $335K
|
2.04K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2KNew |
$273K - $329K
|
2K
$449K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.88KNew |
$257K - $310K
|
1.88K
$423K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.8K+ 17.35% |
$245K - $296K
|
12.2K
$2.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.75KNew |
$238K - $288K
|
1.75K
$392K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.49KNew |
$203K - $246K
|
1.49K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.49KNew |
$203K - $246K
|
1.49K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$334K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$191K - $231K
|
1.4K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.35KNew |
$184K - $223K
|
1.35K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$182K - $220K
|
1.33K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
1.3KNew |
$178K - $215K
|
1.3K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.3K+ 329.95% |
$177K - $214K
|
1.69K
$380K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.29KNew |
$176K - $213K
|
1.29K
$290K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.28KNew |
$174K - $210K
|
1.28K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.27KNew |
$173K - $209K
|
1.27K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.27KNew |
$173K - $209K
|
1.27K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.25KNew |
$170K - $205K
|
1.25K
$280K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.24KNew |
$168K - $203K
|
1.24K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.21KNew |
$165K - $199K
|
1.21K
$272K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.13KNew |
$154K - $186K
|
1.13K
$254K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
876New |
$119K - $144K
|
876
$197K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
874New |
$119K - $144K
|
874
$196K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
835New |
$114K - $138K
|
835
$187K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
784+ 42.31% |
$107K - $129K
|
2.64K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
753New |
$103K - $124K
|
753
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
726New |
$99K - $120K
|
726
$163K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
719New |
$98.1K - $118K
|
719
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
500New |
$68.2K - $82.4K
|
500
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
443+ 256.07% |
$60.4K - $73K
|
616
$138K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
419New |
$57.1K - $69K
|
419
$94K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
375New |
$51.1K - $61.8K
|
375
$84.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
357+ 1.54% |
$48.7K - $58.8K
|
23.5K
$5.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
344+ 12.4% |
$46.9K - $56.7K
|
3.12K
$700K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
328+ 75.23% |
$44.7K - $54K
|
764
$171K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300New |
$40.9K - $49.4K
|
300
$67.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
300+ 20.28% |
$40.9K - $49.4K
|
1.78K
$399K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
283New |
$38.6K - $46.6K
|
283
$63.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
246+ 15.65% |
$33.5K - $40.5K
|
1.82K
$408K
|