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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-200- 5.52% |
$23.2K - $27.7K
|
3.43K
$764K
|
|
|
Jan 27, 2022
Q4 2021
|
Zevin Asset Management LLC
|
SELL
|
- |
-2.75KClosed |
$319K - $381K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.63KClosed |
$537K - $641K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-2.45KClosed |
$284K - $339K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-105KClosed |
$12.1M - $14.4M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.51KClosed |
$174K - $208K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 6.97% |
$23.2K - $27.7K
|
2.67K
$595K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-13KClosed |
$1.5M - $1.79M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.22K- 6.18% |
$257K - $307K
|
33.7K
$7.52M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.33KClosed |
$270K - $322K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
348New |
$40.3K - $48.1K
|
348
$77.6K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.75KClosed |
$202K - $242K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.46KClosed |
$185K - $204K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
17+ 0.13% |
$2.16K - $2.39K
|
13.1K
$2.91M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
245+ 19.29% |
$31.1K - $34.4K
|
1.52K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-11.3KClosed |
$1.44M - $1.59M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
317K+ 486.35% |
$40.3M - $44.5M
|
382K
$85.2M
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
60KNew |
$7.63M - $8.42M
|
60K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bronson Point Management LLC
Fairfield, CT |
SELL
|
CALL |
-20KClosed |
$2.54M - $2.81M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-823Closed |
$105K - $116K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.4KClosed |
$177K - $196K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-21.2KClosed |
$2.7M - $2.98M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-5KClosed |
$636K - $702K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.79KClosed |
$355K - $392K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-30KClosed |
$3.82M - $4.22M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.21KClosed |
$407K - $450K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-877Closed |
$111K - $123K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$264K - $291K
|
2.08K
$463K
|
|
|
Nov 12, 2021
Q3 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-396- 17.85% |
$50.3K - $55.6K
|
1.82K
$406K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-20KClosed |
$2.55M - $2.81M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-14.6KClosed |
$1.86M - $2.05M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.02KClosed |
$130K - $143K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
CALL |
-500- 50.0% |
$63.6K - $70.2K
|
500
$111K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-523Closed |
$66.5K - $73.4K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
120New |
$15.3K - $16.8K
|
120
$26.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-9.05KClosed |
$1.15M - $1.27M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.98KClosed |
$251K - $278K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20Closed |
$2.54K - $2.81K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-38Closed |
$4.83K - $5.33K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-250Closed |
$31.8K - $35.1K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.98KClosed |
$633K - $699K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-6.24KClosed |
$793K - $876K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.59KClosed |
$710K - $784K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50Closed |
$6.36K - $7.02K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1.38KClosed |
$175K - $194K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-4.53KClosed |
$576K - $636K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-6.34KClosed |
$805K - $889K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-150Closed |
$19.1K - $21.1K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.97KNew |
$885K - $978K
|
6.97K
$1.55M
|
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
11K+ 25.0% |
$1.4M - $1.54M
|
55K
$12.3M
|
|