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 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-50- 2.07% |
$7.96K - $9.89K
|
2.37K
$631K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-668- 8.2% |
$106K - $132K
|
7.48K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 1.09% |
$318 - $396
|
186
$49.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-434- 8.48% |
$69.1K - $85.8K
|
4.68K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$15.9K - $19.8K
|
100
$26.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-118- 3.7% |
$18.8K - $23.3K
|
3.07K
$820K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
15.4K+ 1326.42% |
$2.44M - $3.04M
|
16.5K
$4.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$31.8K - $39.6K
|
200
$53.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-50- 1.71% |
$7.96K - $9.89K
|
2.88K
$769K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$318 - $396
|
497
$133K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-388- 11.4% |
$61.8K - $76.7K
|
3.02K
$805K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
50+ 0.86% |
$7.96K - $9.89K
|
5.83K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1- 1.32% |
$159 - $198
|
75
$20K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
92New |
$14.6K - $18.2K
|
92
$24.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.19KNew |
$190K - $236K
|
1.19K
$319K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
61+ 2.24% |
$9.71K - $12.1K
|
2.78K
$743K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.11K- 87.35% |
$496K - $616K
|
451
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8.8K- 95.65% |
$1.4M - $1.74M
|
400
$107K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
53New |
$8.44K - $10.5K
|
53
$14.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.07KNew |
$170K - $211K
|
1.07K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.17KNew |
$187K - $232K
|
1.17K
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 1.23% |
$318 - $396
|
160
$42.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.67K- 50.36% |
$265K - $330K
|
1.64K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16+ 0.85% |
$2.55K - $3.16K
|
1.9K
$507K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-220- 4.99% |
$35K - $43.5K
|
4.19K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
224+ 11.38% |
$35.7K - $44.3K
|
2.19K
$585K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-401- 96.86% |
$63.8K - $79.3K
|
13
$3.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 7.22% |
$38.2K - $47.5K
|
3.57K
$952K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-226- 88.28% |
$36K - $44.7K
|
30
$8.01K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-12.1K- 7.88% |
$1.93M - $2.39M
|
141K
$37.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-13.7K- 18.1% |
$2.18M - $2.71M
|
62K
$16.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
37New |
$5.89K - $7.32K
|
37
$9.87K
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-100- 3.34% |
$15.9K - $19.8K
|
2.89K
$772K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.8KNew |
$2.52M - $3.13M
|
15.8K
$4.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 164.0% |
$19.6K - $24.3K
|
198
$52.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
46.1KNew |
$7.34M - $9.12M
|
46.1K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.5KNew |
$239K - $297K
|
1.5K
$400K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-163- 11.75% |
$25.9K - $32.2K
|
1.22K
$327K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-300- 7.69% |
$47.7K - $59.3K
|
3.6K
$961K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-232- 4.04% |
$36.9K - $45.9K
|
5.5K
$1.47M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-374K- 5.43% |
$51M - $61.6M
|
6.52M
$1.74B
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
328+ 75.23% |
$44.7K - $54K
|
764
$204K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
283New |
$38.6K - $46.6K
|
283
$75.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
191New |
$26K - $31.5K
|
191
$51K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-431- 5.8% |
$58.8K - $71K
|
7K
$1.87M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.24KNew |
$168K - $203K
|
1.24K
$330K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
110KNew |
$15M - $18.2M
|
110K
$29.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
100KNew |
$13.6M - $16.5M
|
100K
$26.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.49KNew |
$203K - $246K
|
1.49K
$398K
|
|