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 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.4K- 44.47% |
$169K - $194K
|
1.75K
$389K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.06% |
$121 - $138
|
1.55K
$345K
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-7.91K- 11.93% |
$957K - $1.1M
|
58.4K
$13M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.49% |
$3.02K - $3.46K
|
980
$218K
|
|
Q1 2023 | |||||||
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19KClosed |
$270K - $319K
|
0
$0
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.2K- 99.91% |
$1.26M - $1.49M
|
9
$2K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
50+ 3.32% |
$6.16K - $7.29K
|
1.56K
$346K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$12.3K - $14.6K
|
100
$22.2K
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
450New |
$55.5K - $65.6K
|
450
$100K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-547- 1.8% |
$67.4K - $79.8K
|
29.8K
$6.63M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-216K- 95.18% |
$26.6M - $31.5M
|
10.9K
$2.43M
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$252K - $299K
|
2.05K
$455K
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
6.6K+ 825.25% |
$814K - $963K
|
7.4K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
100+ 3.58% |
$12.3K - $14.6K
|
2.89K
$644K
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
182KNew |
$22.4M - $26.6M
|
182K
$40.5M
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-30KClosed |
$3.7M - $4.38M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.2K+ 345.41% |
$1.62M - $1.92M
|
17K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
100New |
$12.3K - $14.6K
|
100
$22.2K
|
|
May 12, 2023
Q1 2023
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-436- 12.49% |
$53.8K - $63.6K
|
3.06K
$679K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
35.8K+ 383.91% |
$4.42M - $5.23M
|
45.2K
$10M
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8- 0.47% |
$986 - $1.17K
|
1.71K
$380K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
488+ 4.9% |
$60.2K - $71.2K
|
10.5K
$2.32M
|
|
May 12, 2023
Q1 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-1.64K- 21.49% |
$202K - $239K
|
5.99K
$1.33M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
61New |
$7.52K - $8.9K
|
61
$13.6K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.5K- 31.35% |
$431K - $510K
|
7.65K
$1.7M
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
2.14KNew |
$264K - $312K
|
2.14K
$476K
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
61.2KNew |
$7.55M - $8.93M
|
61.2K
$13.6M
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.38KNew |
$293K - $347K
|
2.38K
$529K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-170- 4.73% |
$21K - $24.8K
|
3.42K
$761K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
279KNew |
$34.4M - $40.7M
|
279K
$62.1M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
416+ 17.23% |
$51.3K - $60.7K
|
2.83K
$630K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
6.67K+ 157.68% |
$822K - $972K
|
10.9K
$2.42M
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
15New |
$1.85K - $2.19K
|
15
$3.34K
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.03KNew |
$496K - $587K
|
4.03K
$896K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.12MNew |
$1B - $1.18B
|
8.12M
$1.81B
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
275+ 443.55% |
$33.9K - $40.1K
|
337
$74.9K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-43- 1.02% |
$5.3K - $6.27K
|
4.19K
$933K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
142+ 710.0% |
$17.5K - $20.7K
|
162
$36K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
2.31KNew |
$285K - $337K
|
2.31K
$514K
|
|
May 05, 2023
Q1 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-2.73K- 16.17% |
$336K - $397K
|
14.1K
$3.14M
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$201K - $238K
|
1.63K
$362K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-168- 8.07% |
$20.7K - $24.5K
|
1.92K
$426K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-26- 1.3% |
$3.21K - $3.79K
|
1.98K
$440K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
352+ 12.35% |
$43.4K - $51.3K
|
3.2K
$712K
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-1.2K- 10.11% |
$148K - $175K
|
10.7K
$2.37M
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-14- 0.35% |
$1.73K - $2.04K
|
4.02K
$893K
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
3.16KNew |
$389K - $460K
|
3.16K
$702K
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-195- 8.32% |
$24K - $28.4K
|
2.15K
$478K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-307- 18.89% |
$37.8K - $44.8K
|
1.32K
$293K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400+ 7.29% |
$49.3K - $58.3K
|
5.89K
$1.31M
|