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 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.2KNew |
$1.84M - $2.11M
|
15.2K
$4.07M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 1.15% |
$4.35K - $4.98K
|
3.18K
$848K
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$12.1K - $13.8K
|
100
$26.7K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-200- 1.32% |
$24.2K - $27.7K
|
15K
$4M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.61K+ 63.04% |
$1.04M - $1.19M
|
22.3K
$5.94M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$209K - $239K
|
1.73K
$461K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-99- 3.56% |
$12K - $13.7K
|
2.68K
$715K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-98- 2.75% |
$11.8K - $13.6K
|
3.47K
$925K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-101- 1.98% |
$12.2K - $14K
|
4.99K
$1.33M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-98- 2.75% |
$11.8K - $13.6K
|
3.47K
$925K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 7.63% |
$15K - $17.2K
|
1.75K
$467K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
93+ 4.71% |
$11.2K - $12.9K
|
2.07K
$552K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-342- 9.66% |
$41.3K - $47.3K
|
3.2K
$854K
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-3.31K- 26.17% |
$401K - $459K
|
9.35K
$2.49M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 3.16% |
$605 - $692
|
163
$43.5K
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-11.9K- 16.25% |
$1.43M - $1.64M
|
61.2K
$16.3M
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.5K- 25.0% |
$302K - $346K
|
7.5K
$2M
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
303+ 11.27% |
$36.6K - $41.9K
|
2.99K
$798K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
596New |
$72.1K - $82.5K
|
596
$159K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-302- 9.69% |
$36.5K - $41.8K
|
2.82K
$751K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
314+ 13.27% |
$38K - $43.5K
|
2.68K
$715K
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
2.68K+ 44.65% |
$324K - $371K
|
8.68K
$2.32M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$283K - $324K
|
2.34K
$625K
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.4K- 44.47% |
$169K - $194K
|
1.75K
$466K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.06% |
$121 - $138
|
1.55K
$414K
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-7.91K- 11.93% |
$957K - $1.1M
|
58.4K
$15.6M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.49% |
$3.02K - $3.46K
|
980
$262K
|
|
Q1 2023 | |||||||
Mar 18, 2025
Q1 2023
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
PUT |
6K+ 120.0% |
$740K - $875K
|
11K
$2.94M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.63KNew |
$1.19M - $1.41M
|
9.63K
$2.57M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19KClosed |
$270K - $319K
|
0
$0
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
50+ 3.32% |
$6.16K - $7.29K
|
1.56K
$415K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$12.3K - $14.6K
|
100
$26.7K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-547- 1.8% |
$67.4K - $79.8K
|
29.8K
$7.96M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-216K- 95.18% |
$26.6M - $31.5M
|
10.9K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$252K - $299K
|
2.05K
$547K
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
182KNew |
$22.4M - $26.6M
|
182K
$48.6M
|
|
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
$4.53M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
100New |
$12.3K - $14.6K
|
100
$26.7K
|
|
May 12, 2023
Q1 2023
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-436- 12.49% |
$53.8K - $63.6K
|
3.06K
$815K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
35.8K+ 383.91% |
$4.42M - $5.23M
|
45.2K
$12.1M
|
|
May 12, 2023
Q1 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-1.64K- 21.49% |
$202K - $239K
|
5.99K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
61New |
$7.52K - $8.9K
|
61
$16.3K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.5K- 31.35% |
$431K - $510K
|
7.65K
$2.04M
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
2.14KNew |
$264K - $312K
|
2.14K
$572K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.38KNew |
$293K - $347K
|
2.38K
$635K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-170- 4.73% |
$21K - $24.8K
|
3.42K
$913K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
279KNew |
$34.4M - $40.7M
|
279K
$74.5M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
416+ 17.23% |
$51.3K - $60.7K
|
2.83K
$755K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
6.67K+ 157.68% |
$822K - $972K
|
10.9K
$2.91M
|