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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1- 1.32% |
$159 - $198
|
75
$16.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
24+ 0.66% |
$3.82K - $4.75K
|
3.67K
$819K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
92New |
$14.6K - $18.2K
|
92
$20.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.19KNew |
$190K - $236K
|
1.19K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
61+ 2.24% |
$9.71K - $12.1K
|
2.78K
$621K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-125- 7.14% |
$19.9K - $24.7K
|
1.63K
$362K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.11K- 87.35% |
$496K - $616K
|
451
$101K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8.8K- 95.65% |
$1.4M - $1.74M
|
400
$89.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
53New |
$8.44K - $10.5K
|
53
$11.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.07KNew |
$170K - $211K
|
1.07K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.17KNew |
$187K - $232K
|
1.17K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 4.12% |
$16.1K - $20K
|
2.35K
$525K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 1.23% |
$318 - $396
|
160
$35.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-339- 3.86% |
$54K - $67K
|
8.44K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-195- 9.22% |
$31K - $38.6K
|
1.92K
$428K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
90+ 3.6% |
$14.3K - $17.8K
|
2.59K
$577K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.67K- 50.36% |
$265K - $330K
|
1.64K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 6.25% |
$1.27K - $1.58K
|
136
$30.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16+ 0.85% |
$2.55K - $3.16K
|
1.9K
$424K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 0.45% |
$2.07K - $2.57K
|
2.89K
$643K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-220- 4.99% |
$35K - $43.5K
|
4.19K
$934K
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
224+ 11.38% |
$35.7K - $44.3K
|
2.19K
$489K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-401- 96.86% |
$63.8K - $79.3K
|
13
$2.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.23K- 81.67% |
$195K - $242K
|
275
$61.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-40- 1.54% |
$6.37K - $7.91K
|
2.57K
$572K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 7.22% |
$38.2K - $47.5K
|
3.57K
$795K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
698+ 80.97% |
$111K - $138K
|
1.56K
$348K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-226- 88.28% |
$36K - $44.7K
|
30
$6.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3- 5.08% |
$477 - $593
|
56
$12.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-62- 11.21% |
$9.87K - $12.3K
|
491
$109K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-78- 0.19% |
$12.4K - $15.4K
|
40K
$8.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-98- 3.49% |
$15.6K - $19.4K
|
2.71K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-12.1K- 7.88% |
$1.93M - $2.39M
|
141K
$31.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-48- 1.56% |
$7.64K - $9.49K
|
3.03K
$674K
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-13.7K- 18.1% |
$2.18M - $2.71M
|
62K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-106- 7.59% |
$16.9K - $21K
|
1.29K
$288K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
37New |
$5.89K - $7.32K
|
37
$8.25K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
18.1KNew |
$2.88M - $3.57M
|
18.1K
$4.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-100- 3.34% |
$15.9K - $19.8K
|
2.89K
$645K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.8KNew |
$2.52M - $3.13M
|
15.8K
$3.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 164.0% |
$19.6K - $24.3K
|
198
$44.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
46.1KNew |
$7.34M - $9.12M
|
46.1K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.5KNew |
$239K - $297K
|
1.5K
$334K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-163- 11.75% |
$25.9K - $32.2K
|
1.22K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 7.92% |
$31.8K - $39.6K
|
2.73K
$608K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
282+ 22.43% |
$44.9K - $55.8K
|
1.54K
$343K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
164+ 3.19% |
$26.1K - $32.4K
|
5.3K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-32- 0.64% |
$5.09K - $6.33K
|
5K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.19KNew |
$189K - $235K
|
1.19K
$265K
|