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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47.1K- 52.22% |
$7.5M - $9.32M
|
43.1K
$9.75M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 4.74% |
$15.9K - $19.8K
|
2.21K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-300- 12.21% |
$47.7K - $59.3K
|
2.16K
$488K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
5KNew |
$796K - $989K
|
5K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5- 0.26% |
$796 - $989
|
1.92K
$434K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
35KNew |
$5.57M - $6.92M
|
35K
$7.91M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-310- 8.06% |
$49.3K - $61.3K
|
3.54K
$799K
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-44.8K- 96.79% |
$7.14M - $8.87M
|
1.49K
$336K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-619- 25.25% |
$98.5K - $122K
|
1.83K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
10+ 0.1% |
$1.59K - $1.98K
|
9.87K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
219+ 3.81% |
$34.9K - $43.3K
|
5.96K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16.4KNew |
$2.61M - $3.24M
|
16.4K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-375- 2.02% |
$59.7K - $74.2K
|
18.2K
$4.12M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.92K- 61.3% |
$305K - $379K
|
1.21K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
200+ 9.84% |
$31.8K - $39.6K
|
2.23K
$505K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.25KNew |
$200K - $248K
|
1.25K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-240- 28.57% |
$38.2K - $47.5K
|
600
$136K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28+ 7.12% |
$4.46K - $5.54K
|
421
$95.2K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.21KNew |
$670K - $833K
|
4.21K
$952K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.4KNew |
$3.72M - $4.63M
|
23.4K
$5.29M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-7.89K- 67.23% |
$1.26M - $1.56M
|
3.85K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
690+ 6.35% |
$110K - $136K
|
11.6K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.25KNew |
$358K - $444K
|
2.25K
$508K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.44K+ 7.01% |
$389K - $483K
|
37.3K
$8.43M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
37New |
$5.89K - $7.32K
|
37
$8.37K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
20New |
$3.18K - $3.96K
|
20
$4.52K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-13K- 25.46% |
$2.07M - $2.58M
|
38.2K
$8.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 1.87% |
$5.57K - $6.92K
|
1.84K
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
227+ 7.26% |
$36.1K - $44.9K
|
3.35K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-300- 2.09% |
$47.7K - $59.3K
|
14.1K
$3.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.34K- 84.89% |
$1.49M - $1.85M
|
1.66K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
74+ 1.02% |
$11.8K - $14.6K
|
7.31K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
49+ 5.12% |
$7.8K - $9.69K
|
1.01K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 2.17% |
$159 - $198
|
47
$10.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$229K - $285K
|
1.44K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-50- 2.07% |
$7.96K - $9.89K
|
2.37K
$535K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-668- 8.2% |
$106K - $132K
|
7.48K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 1.09% |
$318 - $396
|
186
$42.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20+ 3.57% |
$3.18K - $3.96K
|
580
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-6- 0.07% |
$955 - $1.19K
|
9.01K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-434- 8.48% |
$69.1K - $85.8K
|
4.68K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
80New |
$12.7K - $15.8K
|
80
$18.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-48- 2.54% |
$7.64K - $9.49K
|
1.84K
$416K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$15.9K - $19.8K
|
100
$22.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-118- 3.7% |
$18.8K - $23.3K
|
3.07K
$694K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
15.4K+ 1326.42% |
$2.44M - $3.04M
|
16.5K
$3.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$182K - $226K
|
1.14K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
75+ 2.5% |
$11.9K - $14.8K
|
3.07K
$694K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$31.8K - $39.6K
|
200
$45.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-50- 1.71% |
$7.96K - $9.89K
|
2.88K
$652K
|