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 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-300- 14.63% |
$49.3K - $57.3K
|
1.75K
$391K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
5+ 0.57% |
$822 - $955
|
885
$198K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
96+ 7.87% |
$15.8K - $18.3K
|
1.32K
$294K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-17- 0.39% |
$2.8K - $3.25K
|
4.37K
$974K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-87- 42.86% |
$14.3K - $16.6K
|
116
$25.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 17.53% |
$32.9K - $38.2K
|
1.34K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
15KNew |
$2.47M - $2.86M
|
15K
$3.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-766- 38.82% |
$126K - $146K
|
1.21K
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
200New |
$32.9K - $38.2K
|
200
$44.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 54.35% |
$16.4K - $19.1K
|
284
$63.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
300+ 21.85% |
$49.3K - $57.3K
|
1.67K
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4- 0.05% |
$658 - $764
|
8.16K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
38.5KNew |
$6.33M - $7.35M
|
38.5K
$8.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
155+ 14.6% |
$25.5K - $29.6K
|
1.22K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.86% |
$658 - $764
|
470
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-915- 20.3% |
$150K - $175K
|
3.59K
$802K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-130- 63.73% |
$21.4K - $24.8K
|
74
$16.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-30- 1.18% |
$4.93K - $5.73K
|
2.51K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.32K- 1.22% |
$218K - $253K
|
107K
$23.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.72KNew |
$448K - $520K
|
2.72K
$608K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$16.4K - $19.1K
|
100
$22.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
27+ 1.45% |
$4.44K - $5.15K
|
1.89K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
877+ 7.87% |
$144K - $167K
|
12K
$2.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.41% |
$1.64K - $1.91K
|
2.42K
$540K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.66KNew |
$273K - $317K
|
1.66K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
104New |
$17.1K - $19.9K
|
104
$23.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$822 - $955
|
46.1K
$10.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 0.2% |
$2.47K - $2.86K
|
7.42K
$1.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-561- 6.53% |
$92.2K - $107K
|
8.03K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
240+ 2.06% |
$39.5K - $45.8K
|
11.9K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-217- 12.48% |
$35.7K - $41.4K
|
1.52K
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-189- 2.14% |
$31.1K - $36.1K
|
8.63K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-47- 3.16% |
$7.73K - $8.97K
|
1.44K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-110- 2.36% |
$18.1K - $21K
|
4.54K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-300- 3.12% |
$49.3K - $57.3K
|
9.32K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.34K+ 11.24% |
$549K - $637K
|
33K
$7.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 4.63% |
$41.1K - $47.7K
|
5.15K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.26K- 65.92% |
$371K - $430K
|
1.17K
$260K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
393+ 22.12% |
$64.6K - $75K
|
2.17K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-300- 9.76% |
$49.3K - $57.3K
|
2.78K
$619K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-475- 23.13% |
$78.1K - $90.7K
|
1.58K
$352K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.21KNew |
$199K - $231K
|
1.21K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$296K - $344K
|
1.8K
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
200+ 16.38% |
$32.9K - $38.2K
|
1.42K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
95+ 1.46% |
$15.6K - $18.1K
|
6.62K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-95- 4.5% |
$15.6K - $18.1K
|
2.02K
$450K
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 8.37% |
$74K - $85.9K
|
4.92K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-281- 15.27% |
$46.2K - $53.6K
|
1.56K
$348K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-50- 1.75% |
$8.22K - $9.55K
|
2.81K
$628K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
88New |
$14.5K - $16.8K
|
88
$19.6K
|