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 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
590+ 22.73% |
$97K - $113K
|
3.19K
$792K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
100+ 0.45% |
$16.4K - $19.1K
|
22.2K
$5.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.47% |
$987 - $1.15K
|
1.27K
$317K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
175+ 11.64% |
$28.8K - $33.4K
|
1.68K
$418K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$82.2K - $95.5K
|
500
$124K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.86KNew |
$306K - $356K
|
1.86K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.02K- 85.17% |
$1.15M - $1.34M
|
1.22K
$304K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.44KNew |
$401K - $465K
|
2.44K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.49% |
$493 - $573
|
610
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3K- 60.84% |
$493K - $573K
|
1.93K
$480K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.17% |
$329 - $382
|
1.2K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-188- 2.26% |
$30.9K - $35.9K
|
8.11K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-353- 7.73% |
$58K - $67.4K
|
4.21K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-575- 17.41% |
$94.5K - $110K
|
2.73K
$678K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.36K- 26.04% |
$224K - $260K
|
3.86K
$961K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.68K- 18.14% |
$275K - $320K
|
7.56K
$1.88M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 0.22% |
$658 - $764
|
1.81K
$451K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-45- 2.94% |
$7.4K - $8.59K
|
1.49K
$369K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-100- 23.53% |
$16.4K - $19.1K
|
325
$80.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3+ 0.15% |
$493 - $573
|
2K
$498K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-180- 6.83% |
$29.6K - $34.4K
|
2.46K
$611K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
205+ 10.39% |
$33.7K - $39.1K
|
2.18K
$542K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-365- 38.46% |
$60K - $69.7K
|
584
$145K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$208K - $241K
|
1.26K
$314K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-4- 9.09% |
$658 - $764
|
40
$9.95K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
376New |
$61.8K - $71.8K
|
376
$93.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-51- 52.04% |
$8.39K - $9.74K
|
47
$11.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.2% |
$822 - $955
|
2.56K
$637K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
142+ 3.95% |
$23.3K - $27.1K
|
3.74K
$929K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
89New |
$14.2K - $17.6K
|
89
$22.1K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62+ 31.0% |
$9.87K - $12.3K
|
262
$65.1K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.07KNew |
$170K - $212K
|
1.07K
$266K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.45K- 58.0% |
$231K - $287K
|
1.05K
$261K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-100- 5.75% |
$15.9K - $19.8K
|
1.64K
$408K
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-93K- 98.41% |
$14.8M - $18.4M
|
1.5K
$373K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 173.5% |
$739K - $918K
|
7.32K
$1.82M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$159 - $198
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 0.06% |
$1.59K - $1.98K
|
16.4K
$4.08M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-120- 9.86% |
$19.1K - $23.7K
|
1.1K
$273K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-60- 1.17% |
$9.55K - $11.9K
|
5.05K
$1.26M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
22+ 15.71% |
$3.5K - $4.35K
|
162
$40.3K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-254- 6.12% |
$40.4K - $50.2K
|
3.9K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.18KNew |
$187K - $232K
|
1.18K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
748+ 51.52% |
$119K - $148K
|
2.2K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$1.19M - $1.48M
|
7.5K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
150KNew |
$23.9M - $29.7M
|
150K
$37.3M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
4.84K+ 23.67% |
$770K - $957K
|
25.3K
$6.29M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
125New |
$19.9K - $24.7K
|
125
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Capital Management Inc
|
SELL
|
- |
-100- 2.27% |
$15.9K - $19.8K
|
4.3K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.87KNew |
$298K - $371K
|
1.87K
$466K
|
|