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 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-35Closed |
$4.41K - $5K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.74KClosed |
$219K - $249K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-52- 1.09% |
$6.55K - $7.43K
|
4.7K
$1.05M
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-25.8KClosed |
$3.26M - $3.69M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-74- 1.5% |
$9.32K - $10.6K
|
4.87K
$1.09M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
144New |
$18.1K - $20.6K
|
144
$32.1K
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-138Closed |
$17.4K - $19.7K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
14+ 0.81% |
$1.76K - $2K
|
1.75K
$390K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
13+ 4.45% |
$1.64K - $1.86K
|
305
$68.1K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
2.8K+ 4.32% |
$353K - $400K
|
67.7K
$15.1M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-150- 14.99% |
$18.9K - $21.4K
|
851
$190K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 4.86% |
$2.9K - $3.29K
|
450
$100K
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.75KClosed |
$220K - $249K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-16.6KClosed |
$2.1M - $2.38M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.12K+ 10.74% |
$267K - $302K
|
21.8K
$4.87M
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
174New |
$21.9K - $24.9K
|
174
$38.8K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-541- 5.2% |
$68.2K - $77.3K
|
9.86K
$2.2M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
12+ 0.16% |
$1.51K - $1.71K
|
7.75K
$1.73M
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-78- 15.23% |
$9.83K - $11.1K
|
434
$96.9K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-3.69KClosed |
$464K - $527K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.6K- 9.49% |
$202K - $229K
|
15.3K
$3.41M
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-10.7KClosed |
$1.35M - $1.53M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-14.3KClosed |
$1.8M - $2.04M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
1.42KNew |
$179K - $203K
|
1.42K
$317K
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-8.79KClosed |
$1.11M - $1.26M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.55KClosed |
$195K - $221K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.66KNew |
$209K - $237K
|
1.66K
$370K
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-5KClosed |
$630K - $714K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.79KClosed |
$351K - $398K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
168+ 135.48% |
$21.2K - $24K
|
292
$65.2K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-374Closed |
$47.1K - $53.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
150New |
$18.9K - $21.4K
|
150
$33.5K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
767+ 23.37% |
$96.6K - $110K
|
4.05K
$904K
|
|
Jul 15, 2022
Q2 2022
|
Lannebo Fonder Ab
|
BUY
|
- |
20K+ 10.0% |
$2.52M - $2.86M
|
220K
$49.1M
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
10KNew |
$1.26M - $1.43M
|
10K
$2.23M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
73+ 0.42% |
$9.2K - $10.4K
|
17.4K
$3.89M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-240Closed |
$30.2K - $34.3K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.62KClosed |
$330K - $374K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
268+ 1.25% |
$33.8K - $38.3K
|
21.6K
$4.83M
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-5.41K- 25.05% |
$682K - $773K
|
16.2K
$3.62M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
701+ 9.47% |
$88.3K - $100K
|
8.1K
$1.81M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-558- 22.07% |
$70.3K - $79.7K
|
1.97K
$440K
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.87KClosed |
$236K - $268K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
100+ 5.76% |
$12.6K - $14.3K
|
1.84K
$410K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2Closed |
$252 - $286
|
0
$0
|
|
Q1 2022 | |||||||
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.09KClosed |
$254K - $289K
|
0
$0
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
50+ 3.12% |
$6.07K - $6.91K
|
1.65K
$368K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.24KClosed |
$151K - $172K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-51Closed |
$6.19K - $7.05K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-49.1KClosed |
$5.96M - $6.79M
|
0
$0
|