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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
144New |
$17.8K - $21K
|
144
$32K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
584+ 1.47% |
$72K - $85.2K
|
40.3K
$8.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$12.3K - $14.6K
|
100
$22.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
520+ 13.1% |
$64.1K - $75.9K
|
4.49K
$998K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 42.86% |
$740 - $875
|
8
$1.78K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
348New |
$42.9K - $50.8K
|
348
$77.4K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-25- 4.9% |
$3.08K - $3.65K
|
485
$108K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.3KNew |
$283K - $335K
|
2.3K
$511K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-104- 6.09% |
$12.8K - $15.2K
|
1.6K
$357K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.18K+ 23.98% |
$145K - $172K
|
6.09K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
40New |
$4.93K - $5.83K
|
40
$8.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-300- 10.75% |
$37K - $43.8K
|
2.49K
$554K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-330- 4.62% |
$40.7K - $48.1K
|
6.81K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11.4K- 85.78% |
$1.4M - $1.66M
|
1.88K
$419K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
225+ 7.38% |
$27.7K - $32.8K
|
3.28K
$728K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 0.77% |
$2.59K - $3.06K
|
2.75K
$611K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
563+ 5.87% |
$69.4K - $82.1K
|
10.2K
$2.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.4KNew |
$419K - $496K
|
3.4K
$756K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-394- 8.23% |
$48.6K - $57.5K
|
4.4K
$977K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.15K+ 8.83% |
$265K - $314K
|
26.5K
$5.89M
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.64KClosed |
$311K - $397K
|
0
$0
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-420- 99.29% |
$49.5K - $63.3K
|
3
$667
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.5K+ 24.75% |
$294K - $377K
|
12.6K
$2.8M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.13K- 16.58% |
$133K - $170K
|
5.68K
$1.26M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.48KNew |
$291K - $373K
|
2.48K
$550K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
SELL
|
PUT |
-60K- 77.92% |
$7.07M - $9.04M
|
17K
$3.78M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
169+ 8.48% |
$19.9K - $25.5K
|
2.16K
$481K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-2.64K- 56.23% |
$311K - $398K
|
2.06K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
PUT |
95KNew |
$11.2M - $14.3M
|
95K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-98- 42.61% |
$11.5K - $14.8K
|
132
$29.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
BUY
|
- |
1.64KNew |
$193K - $247K
|
1.64K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$2.47K - $3.16K
|
21
$4.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-10- 0.19% |
$1.18K - $1.51K
|
5.16K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5.9KNew |
$695K - $889K
|
5.9K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-57- 0.27% |
$6.71K - $8.59K
|
20.8K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
108+ 53.73% |
$12.7K - $16.3K
|
309
$68.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
56New |
$6.59K - $8.43K
|
56
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
68+ 2.59% |
$8.01K - $10.2K
|
2.69K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbiter Partners Capital Management LLC
New York, NY |
BUY
|
PUT |
15KNew |
$1.77M - $2.26M
|
15K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
644New |
$75.8K - $97K
|
644
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-135- 2.04% |
$15.9K - $20.3K
|
6.5K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
5.66K+ 33.31% |
$666K - $853K
|
22.7K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9.78KNew |
$1.15M - $1.47M
|
9.78K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
39.8KNew |
$4.68M - $5.99M
|
39.8K
$8.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-576K- 99.29% |
$67.8M - $86.7M
|
4.12K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
SELL
|
PUT |
-25.9K- 75.51% |
$3.05M - $3.9M
|
8.4K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.54K - $12.2K
|
81
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-710- 5.92% |
$83.6K - $107K
|
11.3K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
39.7KNew |
$4.67M - $5.98M
|
39.7K
$8.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.45KNew |
$759K - $971K
|
6.45K
$1.43M
|
|