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 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10New |
$1.21K - $1.38K
|
10
$2.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14.6K- 28.0% |
$1.77M - $2.02M
|
37.6K
$8.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
500New |
$60.5K - $69.2K
|
500
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
241+ 2.17% |
$29.1K - $33.4K
|
11.3K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.8K- 46.77% |
$217K - $249K
|
2.04K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-458- 12.73% |
$55.4K - $63.4K
|
3.14K
$699K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.8K- 47.78% |
$339K - $388K
|
3.06K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
701+ 14.11% |
$84.8K - $97K
|
5.67K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-322- 2.57% |
$38.9K - $44.6K
|
12.2K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-91- 3.11% |
$11K - $12.6K
|
2.84K
$631K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-207- 11.31% |
$25K - $28.6K
|
1.62K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
137+ 0.64% |
$16.6K - $19K
|
21.5K
$4.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
679New |
$82.1K - $94K
|
679
$151K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.9KNew |
$1.67M - $1.92M
|
13.9K
$3.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
450+ 0.32% |
$54.4K - $62.3K
|
140K
$31.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
517+ 3.48% |
$62.5K - $71.6K
|
15.4K
$3.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.25KNew |
$635K - $727K
|
5.25K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-390- 8.8% |
$47.2K - $54K
|
4.04K
$899K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
129+ 0.52% |
$15.6K - $17.9K
|
25K
$5.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
97+ 1.24% |
$11.7K - $13.4K
|
7.9K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-75.3K- 44.32% |
$9.11M - $10.4M
|
94.7K
$21.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-38.1K- 94.19% |
$4.61M - $5.28M
|
2.35K
$523K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
17KNew |
$2.06M - $2.35M
|
17K
$3.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3.55KNew |
$429K - $491K
|
3.55K
$790K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.2KNew |
$1.84M - $2.11M
|
15.2K
$3.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 1.15% |
$4.35K - $4.98K
|
3.18K
$706K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-226- 25.59% |
$27.3K - $31.3K
|
657
$146K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$12.1K - $13.8K
|
100
$22.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-200- 1.32% |
$24.2K - $27.7K
|
15K
$3.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.61K+ 63.04% |
$1.04M - $1.19M
|
22.3K
$4.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$209K - $239K
|
1.73K
$384K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-99- 3.56% |
$12K - $13.7K
|
2.68K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-98- 2.75% |
$11.8K - $13.6K
|
3.47K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-101- 1.98% |
$12.2K - $14K
|
4.99K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-98- 2.75% |
$11.8K - $13.6K
|
3.47K
$771K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 7.63% |
$15K - $17.2K
|
1.75K
$389K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
93+ 4.71% |
$11.2K - $12.9K
|
2.07K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-342- 9.66% |
$41.3K - $47.3K
|
3.2K
$712K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-3.31K- 26.17% |
$401K - $459K
|
9.35K
$2.08M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 3.16% |
$605 - $692
|
163
$36.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-11.9K- 16.25% |
$1.43M - $1.64M
|
61.2K
$13.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.5K- 25.0% |
$302K - $346K
|
7.5K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-246- 11.02% |
$29.7K - $34K
|
1.99K
$442K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
303+ 11.27% |
$36.6K - $41.9K
|
2.99K
$665K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
596New |
$72.1K - $82.5K
|
596
$133K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-630- 94.59% |
$76.2K - $87.2K
|
36
$8.01K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-302- 9.69% |
$36.5K - $41.8K
|
2.82K
$626K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
314+ 13.27% |
$38K - $43.5K
|
2.68K
$596K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
2.68K+ 44.65% |
$324K - $371K
|
8.68K
$1.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$283K - $324K
|
2.34K
$521K
|