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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21+ 0.99% |
$3.45K - $4.01K
|
2.14K
$533K
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.73M - $2M
|
10.5K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4- 0.7% |
$658 - $764
|
570
$142K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
19+ 0.95% |
$3.12K - $3.63K
|
2.02K
$501K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.36% |
$8.22K - $9.55K
|
1.44K
$357K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1K- 18.3% |
$164K - $191K
|
4.47K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.17% |
$822 - $955
|
2.88K
$716K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-14- 1.09% |
$2.3K - $2.67K
|
1.28K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
4KNew |
$658K - $764K
|
4K
$995K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5K+ 5000.0% |
$822K - $955K
|
5.1K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-300- 14.63% |
$49.3K - $57.3K
|
1.75K
$435K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
96+ 7.87% |
$15.8K - $18.3K
|
1.32K
$327K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-87- 42.86% |
$14.3K - $16.6K
|
116
$28.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 17.53% |
$32.9K - $38.2K
|
1.34K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
15KNew |
$2.47M - $2.86M
|
15K
$3.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-766- 38.82% |
$126K - $146K
|
1.21K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
200New |
$32.9K - $38.2K
|
200
$49.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
38.5KNew |
$6.33M - $7.35M
|
38.5K
$9.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
155+ 14.6% |
$25.5K - $29.6K
|
1.22K
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.86% |
$658 - $764
|
470
$117K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.32K- 1.22% |
$218K - $253K
|
107K
$26.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.72KNew |
$448K - $520K
|
2.72K
$677K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
877+ 7.87% |
$144K - $167K
|
12K
$2.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.66KNew |
$273K - $317K
|
1.66K
$412K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
104New |
$17.1K - $19.9K
|
104
$25.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-217- 12.48% |
$35.7K - $41.4K
|
1.52K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-47- 3.16% |
$7.73K - $8.97K
|
1.44K
$358K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-110- 2.36% |
$18.1K - $21K
|
4.54K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.26K- 65.92% |
$371K - $430K
|
1.17K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-475- 23.13% |
$78.1K - $90.7K
|
1.58K
$393K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.21KNew |
$199K - $231K
|
1.21K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$296K - $344K
|
1.8K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
95+ 1.46% |
$15.6K - $18.1K
|
6.62K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-95- 4.5% |
$15.6K - $18.1K
|
2.02K
$501K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-50- 1.75% |
$8.22K - $9.55K
|
2.81K
$700K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
88New |
$14.5K - $16.8K
|
88
$21.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
28.5KNew |
$4.69M - $5.44M
|
28.5K
$7.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-109- 1.91% |
$17.9K - $20.8K
|
5.61K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-45- 1.34% |
$7.4K - $8.59K
|
3.3K
$821K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.53% |
$32.9K - $38.2K
|
1.7K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
38.7KNew |
$6.37M - $7.4M
|
38.7K
$9.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-354- 1.35% |
$58.2K - $67.6K
|
25.9K
$6.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
332New |
$54.6K - $63.4K
|
332
$82.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-65- 68.42% |
$10.7K - $12.4K
|
30
$7.46K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.5KNew |
$247K - $286K
|
1.5K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-134- 4.19% |
$22K - $25.6K
|
3.06K
$761K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-259- 19.46% |
$42.6K - $49.4K
|
1.07K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 2.06% |
$9.87K - $11.5K
|
2.86K
$710K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
278New |
$45.7K - $53.1K
|
278
$69.1K
|