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 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
376New |
$61.8K - $71.8K
|
376
$83.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-51- 52.04% |
$8.39K - $9.74K
|
47
$10.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.2% |
$822 - $955
|
2.56K
$571K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
30+ 0.94% |
$4.93K - $5.73K
|
3.23K
$720K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
72+ 6.79% |
$11.8K - $13.7K
|
1.13K
$252K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
142+ 3.95% |
$23.3K - $27.1K
|
3.74K
$833K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.45K- 58.0% |
$231K - $287K
|
1.05K
$234K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-100- 5.75% |
$15.9K - $19.8K
|
1.64K
$365K
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-93K- 98.41% |
$14.8M - $18.4M
|
1.5K
$334K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 173.5% |
$739K - $918K
|
7.32K
$1.63M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$159 - $198
|
0
$0
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 9.04% |
$247K - $307K
|
15.6K
$3.48M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 0.06% |
$1.59K - $1.98K
|
16.4K
$3.66M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-120- 9.86% |
$19.1K - $23.7K
|
1.1K
$245K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-60- 1.17% |
$9.55K - $11.9K
|
5.05K
$1.13M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
22+ 15.71% |
$3.5K - $4.35K
|
162
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-254- 6.12% |
$40.4K - $50.2K
|
3.9K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-210- 3.18% |
$33.4K - $41.5K
|
6.39K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.18KNew |
$187K - $232K
|
1.18K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
748+ 51.52% |
$119K - $148K
|
2.2K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$1.19M - $1.48M
|
7.5K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
150KNew |
$23.9M - $29.7M
|
150K
$33.4M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.41K- 72.0% |
$383K - $476K
|
936
$209K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
4.84K+ 23.67% |
$770K - $957K
|
25.3K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
125New |
$19.9K - $24.7K
|
125
$27.9K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Capital Management Inc
|
SELL
|
- |
-100- 2.27% |
$15.9K - $19.8K
|
4.3K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-140- 2.22% |
$22.3K - $27.7K
|
6.15K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.47K- 40.1% |
$234K - $291K
|
2.2K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.87KNew |
$298K - $371K
|
1.87K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-200- 7.35% |
$31.8K - $39.6K
|
2.52K
$562K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-56- 3.04% |
$8.91K - $11.1K
|
1.79K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
174+ 9.33% |
$27.7K - $34.4K
|
2.04K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
340+ 2.66% |
$54.1K - $67.2K
|
13.1K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
1.9MNew |
$302M - $376M
|
1.9M
$424M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
2.33KNew |
$371K - $461K
|
2.33K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.1KNew |
$1.77M - $2.2M
|
11.1K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-306K- 71.76% |
$48.8M - $60.6M
|
121K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-214- 1.67% |
$34.1K - $42.3K
|
12.6K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
390New |
$62.1K - $77.1K
|
390
$87K
|
|
|
May 15, 2024
Q1 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
13.5KNew |
$2.15M - $2.67M
|
13.5K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
232KNew |
$36.9M - $45.8M
|
232K
$51.7M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.18KNew |
$188K - $234K
|
1.18K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.17KNew |
$187K - $232K
|
1.17K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-263- 0.71% |
$41.9K - $52K
|
36.9K
$8.23M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
71+ 1.98% |
$11.3K - $14K
|
3.66K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-127- 3.63% |
$20.2K - $25.1K
|
3.37K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-312- 2.31% |
$49.7K - $61.7K
|
13.2K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
20.5KNew |
$3.26M - $4.05M
|
20.5K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-32- 17.88% |
$5.09K - $6.33K
|
147
$32.8K
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-700- 2.0% |
$111K - $138K
|
34.3K
$7.64M
|
|