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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
23.4KNew |
$3.19M - $3.85M
|
23.4K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-174- 17.86% |
$23.7K - $28.7K
|
800
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
500New |
$68.2K - $82.4K
|
500
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.04KNew |
$278K - $335K
|
2.04K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
25+ 0.66% |
$3.41K - $4.12K
|
3.79K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
25.6K+ 50.59% |
$3.5M - $4.22M
|
76.3K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-6.51K- 56.98% |
$887K - $1.07M
|
4.91K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-29.8K- 62.27% |
$4.06M - $4.9M
|
18K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.2KNew |
$1.26M - $1.52M
|
9.2K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
13New |
$1.77K - $2.14K
|
13
$2.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
175+ 2.73% |
$23.9K - $28.8K
|
6.58K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-17- 1.67% |
$2.32K - $2.8K
|
1K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-39.1K- 74.19% |
$5.33M - $6.44M
|
13.6K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
8.44KNew |
$1.15M - $1.39M
|
8.44K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.7KNew |
$3.23M - $3.9M
|
23.7K
$5.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
784+ 42.31% |
$107K - $129K
|
2.64K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$177K - $214K
|
1.3K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-218- 57.07% |
$29.7K - $35.9K
|
164
$36.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
375New |
$51.1K - $61.8K
|
375
$83.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64KNew |
$360K - $435K
|
2.64K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
216+ 14.04% |
$29.5K - $35.6K
|
1.75K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.33KNew |
$863K - $1.04M
|
6.33K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-716- 2.03% |
$97.6K - $118K
|
34.6K
$7.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.17KNew |
$295K - $357K
|
2.17K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
34.8KNew |
$4.74M - $5.73M
|
34.8K
$7.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 0.54% |
$4.09K - $4.94K
|
5.62K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
40New |
$5.46K - $6.59K
|
40
$8.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 15.54% |
$20.5K - $24.7K
|
1.12K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.21% |
$10.2K - $12.4K
|
3.32K
$740K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-5- 0.07% |
$682 - $824
|
7.5K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.69K+ 15.44% |
$504K - $608K
|
27.6K
$6.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
835New |
$114K - $138K
|
835
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
753New |
$103K - $124K
|
753
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.77K- 75.58% |
$241K - $291K
|
571
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.35KNew |
$184K - $223K
|
1.35K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.3K+ 329.95% |
$177K - $214K
|
1.69K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.25KNew |
$170K - $205K
|
1.25K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
344+ 12.4% |
$46.9K - $56.7K
|
3.12K
$695K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
726New |
$99K - $120K
|
726
$162K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-7- 0.23% |
$955 - $1.15K
|
3.06K
$682K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.95K- 59.75% |
$402K - $486K
|
1.99K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.13K- 6.11% |
$290K - $350K
|
32.7K
$7.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.75KNew |
$238K - $288K
|
1.75K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.48% |
$20.5K - $24.7K
|
1.62K
$361K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-50- 1.34% |
$6.82K - $8.24K
|
3.67K
$819K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-12- 0.5% |
$1.64K - $1.98K
|
2.4K
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-180- 4.29% |
$24.5K - $29.6K
|
4.01K
$895K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.13KNew |
$154K - $186K
|
1.13K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.24K- 90.02% |
$578K - $698K
|
470
$105K
|