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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-103- 0.82% |
$16.9K - $19.7K
|
12.5K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
450+ 4.77% |
$74K - $85.9K
|
9.88K
$2.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
154+ 3.44% |
$25.3K - $29.4K
|
4.63K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-574- 27.37% |
$94.4K - $110K
|
1.52K
$344K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.98K- 9.96% |
$325K - $377K
|
17.9K
$4.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-943- 53.16% |
$155K - $180K
|
831
$188K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21+ 0.99% |
$3.45K - $4.01K
|
2.14K
$485K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-674- 10.2% |
$111K - $129K
|
5.93K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-894- 18.32% |
$147K - $171K
|
3.99K
$902K
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.73M - $2M
|
10.5K
$2.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.6KNew |
$2.89M - $3.35M
|
17.6K
$3.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
2.1KNew |
$346K - $401K
|
2.1K
$476K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4- 0.7% |
$658 - $764
|
570
$129K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
19+ 0.95% |
$3.12K - $3.63K
|
2.02K
$456K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.36% |
$8.22K - $9.55K
|
1.44K
$325K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6+ 0.25% |
$987 - $1.15K
|
2.42K
$548K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-75- 2.05% |
$12.3K - $14.3K
|
3.58K
$810K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.27% |
$164 - $191
|
80
$18.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-50- 4.79% |
$8.22K - $9.55K
|
994
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.15K- 5.34% |
$189K - $220K
|
20.4K
$4.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1K- 18.3% |
$164K - $191K
|
4.47K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 5.69% |
$65.8K - $76.4K
|
7.43K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
10.9KNew |
$1.8M - $2.09M
|
10.9K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
50+ 4.37% |
$8.22K - $9.55K
|
1.19K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.13K+ 43.34% |
$1.01M - $1.17M
|
20.3K
$4.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-350- 23.49% |
$57.6K - $66.8K
|
1.14K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.17% |
$822 - $955
|
2.88K
$651K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 38.61% |
$32.9K - $38.2K
|
718
$162K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 2.4% |
$32.9K - $38.2K
|
8.55K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.77KNew |
$619K - $719K
|
3.77K
$852K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-14- 1.09% |
$2.3K - $2.67K
|
1.28K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
4KNew |
$658K - $764K
|
4K
$905K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5K+ 5000.0% |
$822K - $955K
|
5.1K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-385- 22.49% |
$63.3K - $73.5K
|
1.33K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-35- 1.73% |
$5.76K - $6.68K
|
1.98K
$449K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-25- 1.32% |
$4.11K - $4.77K
|
1.87K
$423K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
3.7K+ 9.73% |
$608K - $706K
|
41.7K
$9.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-300- 14.63% |
$49.3K - $57.3K
|
1.75K
$396K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
5+ 0.57% |
$822 - $955
|
885
$200K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
96+ 7.87% |
$15.8K - $18.3K
|
1.32K
$298K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-17- 0.39% |
$2.8K - $3.25K
|
4.37K
$987K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-87- 42.86% |
$14.3K - $16.6K
|
116
$26.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 17.53% |
$32.9K - $38.2K
|
1.34K
$303K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
15KNew |
$2.47M - $2.86M
|
15K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-766- 38.82% |
$126K - $146K
|
1.21K
$273K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
200New |
$32.9K - $38.2K
|
200
$45.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 54.35% |
$16.4K - $19.1K
|
284
$64.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
300+ 21.85% |
$49.3K - $57.3K
|
1.67K
$378K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4- 0.05% |
$658 - $764
|
8.16K
$1.84M
|