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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.12KClosed |
$269K - $297K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
700New |
$89K - $98.3K
|
700
$156K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-59Closed |
$7.5K - $8.28K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.06KClosed |
$135K - $149K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.34KClosed |
$424K - $469K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-150Closed |
$19.1K - $21.1K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$38.1K - $42.1K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.89KClosed |
$748K - $826K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
200+ 10000.0% |
$25.4K - $28.1K
|
202
$45K
|
|
Oct 12, 2021
Q3 2021
|
Salem Capital Management Inc
|
SELL
|
- |
-1.7KClosed |
$216K - $239K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-367Closed |
$46.7K - $51.5K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-324Closed |
$41.2K - $45.5K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-39- 7.24% |
$4.96K - $5.47K
|
500
$111K
|
|
Q2 2021 | |||||||
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-37Closed |
$4.64K - $5.35K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-879Closed |
$110K - $127K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
4.38KNew |
$549K - $633K
|
4.38K
$975K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
73.2KNew |
$9.18M - $10.6M
|
73.2K
$16.3M
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.65KClosed |
$206K - $238K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-883Closed |
$111K - $128K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-23.7KClosed |
$2.97M - $3.43M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-538Closed |
$67.5K - $77.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.2K+ 95.18% |
$1.28M - $1.47M
|
20.9K
$4.66M
|
|
Aug 16, 2021
Q2 2021
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-4KClosed |
$502K - $579K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.88KClosed |
$487K - $561K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.77MClosed |
$348M - $401M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-500Closed |
$62.7K - $72.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.5KClosed |
$314K - $362K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-4KClosed |
$502K - $579K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Shay Capital LLC
New York, NY |
SELL
|
CALL |
-1.2KClosed |
$150K - $174K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments America Inc.
Toronto, A6 |
SELL
|
- |
-5.15KClosed |
$645K - $744K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.99KClosed |
$375K - $432K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
3.5KNew |
$439K - $506K
|
3.5K
$780K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-274Closed |
$34.4K - $39.6K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-100Closed |
$12.5K - $14.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Asset Management Corp
|
SELL
|
- |
-2.51KClosed |
$315K - $363K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-103Closed |
$12.9K - $14.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-225Closed |
$28.2K - $32.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.35KClosed |
$545K - $629K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Rollins Financial
|
SELL
|
- |
-1.71KClosed |
$215K - $248K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
112New |
$14K - $16.2K
|
112
$25K
|
|
Aug 02, 2021
Q2 2021
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-8.53K- 18.14% |
$1.07M - $1.23M
|
38.5K
$8.58M
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.84KClosed |
$231K - $266K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-76Closed |
$9.53K - $11K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-2.76KClosed |
$346K - $399K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-732Closed |
$91.8K - $106K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.75K- 49.77% |
$219K - $253K
|
1.76K
$393K
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.28KClosed |
$285K - $329K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.91KClosed |
$239K - $276K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
SELL
|
- |
-8.61KClosed |
$1.08M - $1.25M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$314K - $362K
|
2.5K
$557K
|