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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
79+ 2.5% |
$9.3K - $11.9K
|
3.24K
$722K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-187- 8.82% |
$22K - $28.2K
|
1.93K
$432K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
32+ 10.67% |
$3.77K - $4.82K
|
332
$74.1K
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
1.45KNew |
$171K - $218K
|
1.45K
$323K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.45KNew |
$171K - $219K
|
1.45K
$325K
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.53KNew |
$180K - $230K
|
1.53K
$341K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-526- 1.49% |
$61.9K - $79.2K
|
34.7K
$7.75M
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-658- 30.58% |
$77.5K - $99.1K
|
1.49K
$333K
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-160- 4.2% |
$18.8K - $24.1K
|
3.65K
$815K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
140+ 1.0% |
$16.5K - $21.1K
|
14.2K
$3.16M
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$194K - $248K
|
1.64K
$367K
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.27K- 6.88% |
$150K - $191K
|
17.2K
$3.84M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
535New |
$63K - $80.6K
|
535
$119K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
435+ 22.98% |
$51.2K - $65.5K
|
2.33K
$520K
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-354- 87.62% |
$41.7K - $53.3K
|
50
$11.2K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$168K - $215K
|
1.43K
$319K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
233+ 9.82% |
$27.4K - $35.1K
|
2.61K
$582K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
23New |
$2.71K - $3.46K
|
23
$5.13K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
55+ 0.74% |
$6.48K - $8.28K
|
7.49K
$1.67M
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.05KNew |
$124K - $158K
|
1.05K
$234K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.2K- 1.58% |
$141K - $180K
|
74.7K
$16.7M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
54New |
$6.36K - $8.13K
|
54
$12.1K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
11.7KNew |
$1.38M - $1.76M
|
11.7K
$2.61M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
202New |
$23.8K - $30.4K
|
202
$45.1K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.06% |
$118 - $151
|
1.7K
$380K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
42New |
$4.95K - $6.33K
|
42
$9.37K
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
SELL
|
- |
-1.84K- 74.82% |
$217K - $277K
|
620
$138K
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$172K - $220K
|
1.46K
$326K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
523New |
$61.6K - $78.8K
|
523
$117K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.55KNew |
$182K - $233K
|
1.55K
$345K
|
|
Q3 2022 | |||||||
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-200- 5.36% |
$23.8K - $28.2K
|
3.53K
$787K
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-27.8KClosed |
$3.3M - $3.92M
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
88K+ 94.17% |
$10.5M - $12.4M
|
181K
$40.5M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-219K- 45.38% |
$26M - $30.9M
|
263K
$58.8M
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.98KClosed |
$235K - $279K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-400- 1.05% |
$47.5K - $56.4K
|
37.7K
$8.41M
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-577- 16.84% |
$68.6K - $81.4K
|
2.85K
$636K
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.54KNew |
$182K - $217K
|
1.54K
$343K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-858- 16.36% |
$102K - $121K
|
4.39K
$979K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
70+ 0.72% |
$8.32K - $9.88K
|
9.76K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-48- 1.51% |
$5.7K - $6.77K
|
3.14K
$700K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
640+ 6.12% |
$76K - $90.3K
|
11.1K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
6.62KNew |
$786K - $934K
|
6.62K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
600+ 2.4% |
$71.3K - $84.7K
|
25.6K
$5.71M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-17K- 81.56% |
$2.02M - $2.4M
|
3.85K
$860K
|
|
Nov 14, 2022
Q3 2022
|
Force Hill Capital Management LP
New York, NY |
BUY
|
- |
35.5KNew |
$4.21M - $5M
|
35.5K
$7.91M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.76% |
$594 - $706
|
654
$146K
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
78.2KNew |
$9.29M - $11M
|
78.2K
$17.5M
|
|
Nov 14, 2022
Q3 2022
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
25KNew |
$2.97M - $3.53M
|
25K
$5.58M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
370New |
$44K - $52.2K
|
370
$82.6K
|