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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-178- 2.47% |
$23.5K - $26.7K
|
7.02K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-437- 20.68% |
$57.7K - $65.5K
|
1.68K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$1.06K - $1.2K
|
8
$1.78K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.33KNew |
$308K - $349K
|
2.33K
$518K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-191- 7.92% |
$25.2K - $28.6K
|
2.22K
$494K
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.78KNew |
$234K - $266K
|
1.78K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.55KNew |
$205K - $233K
|
1.55K
$346K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$1.18M - $1.34M
|
8.93K
$1.98M
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-64- 0.82% |
$8.45K - $9.59K
|
7.77K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-220- 2.87% |
$29.1K - $33K
|
7.45K
$1.66M
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.1K- 7.14% |
$145K - $165K
|
14.3K
$3.18M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 2.21% |
$4.36K - $4.94K
|
1.52K
$339K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$13.2K - $15K
|
100
$22.2K
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.2KNew |
$290K - $329K
|
2.2K
$488K
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-13.8K- 69.58% |
$1.82M - $2.06M
|
6.02K
$1.34M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
355KNew |
$46.8M - $53.1M
|
355K
$78.9M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83+ 27.67% |
$11K - $12.4K
|
383
$85.2K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
416+ 16.35% |
$54.9K - $62.3K
|
2.96K
$659K
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
8.12K+ 33.64% |
$1.07M - $1.22M
|
32.2K
$7.17M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
179+ 9.18% |
$23.6K - $26.8K
|
2.13K
$473K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
7.2KNew |
$951K - $1.08M
|
7.2K
$1.6M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.25% |
$1.85K - $2.1K
|
5.69K
$1.26M
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-350- 39.37% |
$46.2K - $52.4K
|
539
$120K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
630New |
$83.2K - $94.4K
|
630
$140K
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-48- 19.59% |
$6.34K - $7.19K
|
197
$43.8K
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-99- 8.26% |
$13.1K - $14.8K
|
1.1K
$245K
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.01KNew |
$925K - $1.05M
|
7.01K
$1.56M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
525New |
$69.3K - $78.7K
|
525
$117K
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-54- 1.75% |
$7.13K - $8.09K
|
3.04K
$675K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.96K- 74.83% |
$1.18M - $1.34M
|
3.01K
$670K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
109New |
$14.4K - $16.3K
|
109
$24.2K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
240+ 2.37% |
$31.7K - $36K
|
10.4K
$2.31M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17New |
$2.25K - $2.55K
|
17
$3.78K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
950+ 3.5% |
$125K - $142K
|
28.1K
$6.24M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100New |
$13.2K - $15K
|
100
$22.2K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-76- 0.13% |
$10K - $11.4K
|
60.2K
$13.4M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
352+ 73.64% |
$46.5K - $52.7K
|
830
$185K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
CALL |
200New |
$26.4K - $30K
|
200
$44.5K
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
75+ 1.38% |
$9.91K - $11.2K
|
5.51K
$1.22M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
119New |
$15.7K - $17.8K
|
119
$26.5K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-242- 14.4% |
$32K - $36.3K
|
1.44K
$320K
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-98- 20.59% |
$12.9K - $14.7K
|
378
$84.1K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
5.5KNew |
$726K - $824K
|
5.5K
$1.22M
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$264 - $300
|
1.63K
$363K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.35K- 13.62% |
$178K - $202K
|
8.53K
$1.9M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.65K- 8.6% |
$482K - $547K
|
38.8K
$8.63M
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-82- 4.35% |
$10.8K - $12.3K
|
1.8K
$401K
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-19.8K- 99.75% |
$2.62M - $2.97M
|
50
$11.1K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
251+ 1.09% |
$33.2K - $37.6K
|
23.3K
$5.19M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.34% |
$925 - $1.05K
|
2.09K
$465K
|