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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
251+ 1.09% |
$33.2K - $37.6K
|
23.3K
$5.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.34% |
$925 - $1.05K
|
2.09K
$473K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-755- 29.72% |
$99.7K - $113K
|
1.79K
$404K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
80New |
$10.6K - $12K
|
80
$18.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
5.98K+ 8.01% |
$790K - $896K
|
80.6K
$18.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.71KNew |
$226K - $256K
|
1.71K
$386K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.7K+ 105.83% |
$489K - $555K
|
7.2K
$1.63M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-85- 2.56% |
$11.2K - $12.7K
|
3.24K
$732K
|
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 52.69% |
$66K - $74.9K
|
449
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-850- 22.47% |
$112K - $127K
|
2.93K
$663K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
100+ 9.52% |
$13.2K - $15K
|
1.15K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
38New |
$5.02K - $5.69K
|
38
$8.59K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
139New |
$18.4K - $20.8K
|
139
$31.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-195- 0.13% |
$25.8K - $29.2K
|
153K
$34.5M
|
|
| Q2 2023 | |||||||
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-2.74K- 4.74% |
$331K - $379K
|
55K
$12.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-46.2K- 53.25% |
$5.59M - $6.4M
|
40.6K
$9.17M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 14.14% |
$12.1K - $13.8K
|
607
$137K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 41.43% |
$205K - $234K
|
2.4K
$542K
|
|
|
Aug 22, 2023
Q2 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.5KNew |
$181K - $208K
|
1.5K
$339K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
231New |
$27.9K - $32K
|
231
$52.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
569New |
$68.8K - $78.7K
|
569
$129K
|
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.5KNew |
$181K - $208K
|
1.5K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
23.5KNew |
$2.84M - $3.25M
|
23.5K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.61KNew |
$195K - $223K
|
1.61K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-55.6K- 62.97% |
$6.72M - $7.7M
|
32.7K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-60- 0.48% |
$7.25K - $8.3K
|
12.5K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
960+ 31.39% |
$116K - $133K
|
4.02K
$909K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
PUT |
14.8KNew |
$1.79M - $2.05M
|
14.8K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
177+ 4.66% |
$21.4K - $24.5K
|
3.98K
$899K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-7.86K- 64.16% |
$950K - $1.09M
|
4.39K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
410KNew |
$49.6M - $56.7M
|
410K
$92.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.43K- 71.27% |
$1.14M - $1.3M
|
3.8K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1K- 0.45% |
$121K - $139K
|
222K
$50.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
50KNew |
$6.05M - $6.92M
|
50K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
705KNew |
$85.2M - $97.6M
|
705K
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
811K+ 11139.52% |
$98.1M - $112M
|
818K
$185M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.13% |
$363 - $415
|
2.39K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-604K- 89.82% |
$73M - $83.6M
|
68.5K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
28.6K+ 296.41% |
$3.45M - $3.95M
|
38.2K
$8.63M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.85% |
$2.54K - $2.91K
|
2.48K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-150- 8.64% |
$18.1K - $20.8K
|
1.59K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.1KNew |
$1.46M - $1.67M
|
12.1K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.69KNew |
$204K - $234K
|
1.69K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-32.3K- 58.77% |
$3.9M - $4.46M
|
22.6K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-210- 10.18% |
$25.4K - $29.1K
|
1.85K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
6.7K+ 5.61% |
$810K - $927K
|
126K
$28.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.3K+ 4.89% |
$1.97M - $2.26M
|
350K
$79.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-218- 8.17% |
$26.4K - $30.2K
|
2.45K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-136K- 22.68% |
$16.4M - $18.8M
|
462K
$105M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-23- 1.0% |
$2.78K - $3.18K
|
2.28K
$515K
|
|