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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-20- 5.0% |
$3.18K - $3.96K
|
380
$101K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.4K+ 6.2% |
$1.34M - $1.66M
|
144K
$38.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.9K+ 60.2% |
$7.15M - $8.88M
|
119K
$31.9M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-999- 19.49% |
$159K - $198K
|
4.13K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
657New |
$105K - $130K
|
657
$175K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-7.87K- 17.44% |
$1.25M - $1.56M
|
37.2K
$9.93M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
741New |
$118K - $147K
|
741
$198K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$2.79M - $3.47M
|
17.5K
$4.68M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-179- 0.08% |
$28.5K - $35.4K
|
232K
$61.8M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.51K- 37.19% |
$1.04M - $1.29M
|
11K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-10.2K- 99.97% |
$1.62M - $2.02M
|
3
$801
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.36KNew |
$694K - $862K
|
4.36K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.97K+ 309.5% |
$1.59M - $1.97M
|
13.2K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200+ 200.0% |
$31.8K - $39.6K
|
300
$80.1K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.36KNew |
$216K - $268K
|
1.36K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-80- 6.26% |
$12.7K - $15.8K
|
1.2K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-51- 0.66% |
$8.12K - $10.1K
|
7.69K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
6.58KNew |
$1.05M - $1.3M
|
6.58K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-189K- 7.0% |
$30.1M - $37.5M
|
2.52M
$671M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.3K+ 67.29% |
$366K - $454K
|
5.71K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$159K - $198K
|
1K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.19KNew |
$189K - $235K
|
1.19K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$318K - $396K
|
2K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
486+ 38.33% |
$77.4K - $96.1K
|
1.75K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.08KNew |
$331K - $411K
|
2.08K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-671- 7.26% |
$107K - $133K
|
8.57K
$2.29M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$205K - $254K
|
1.29K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 25.64% |
$7.96K - $9.89K
|
145
$38.7K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
68+ 4.4% |
$10.8K - $13.4K
|
1.61K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
140New |
$22.3K - $27.7K
|
140
$37.4K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.18K- 4.73% |
$187K - $233K
|
23.7K
$6.33M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47.1K- 52.22% |
$7.5M - $9.32M
|
43.1K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 4.74% |
$15.9K - $19.8K
|
2.21K
$589K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-300- 12.21% |
$47.7K - $59.3K
|
2.16K
$575K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
5KNew |
$796K - $989K
|
5K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-44.8K- 96.79% |
$7.14M - $8.87M
|
1.49K
$397K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-619- 25.25% |
$98.5K - $122K
|
1.83K
$489K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
10+ 0.1% |
$1.59K - $1.98K
|
9.87K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
219+ 3.81% |
$34.9K - $43.3K
|
5.96K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.92K- 61.3% |
$305K - $379K
|
1.21K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.25KNew |
$200K - $248K
|
1.25K
$335K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.21KNew |
$670K - $833K
|
4.21K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.25KNew |
$358K - $444K
|
2.25K
$600K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.44K+ 7.01% |
$389K - $483K
|
37.3K
$9.95M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
37New |
$5.89K - $7.32K
|
37
$9.87K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
20New |
$3.18K - $3.96K
|
20
$5.34K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 1.87% |
$5.57K - $6.92K
|
1.84K
$491K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
227+ 7.26% |
$36.1K - $44.9K
|
3.35K
$895K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
49+ 5.12% |
$7.8K - $9.69K
|
1.01K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$229K - $285K
|
1.44K
$385K
|