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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-29.8K- 62.27% |
$4.06M - $4.9M
|
18K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.2KNew |
$1.26M - $1.52M
|
9.2K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
13New |
$1.77K - $2.14K
|
13
$3.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
175+ 2.73% |
$23.9K - $28.8K
|
6.58K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-39.1K- 74.19% |
$5.33M - $6.44M
|
13.6K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.7KNew |
$3.23M - $3.9M
|
23.7K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
784+ 42.31% |
$107K - $129K
|
2.64K
$683K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
375New |
$51.1K - $61.8K
|
375
$97.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64KNew |
$360K - $435K
|
2.64K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.17KNew |
$295K - $357K
|
2.17K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
34.8KNew |
$4.74M - $5.73M
|
34.8K
$9.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 0.54% |
$4.09K - $4.94K
|
5.62K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 15.54% |
$20.5K - $24.7K
|
1.12K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-5- 0.07% |
$682 - $824
|
7.5K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.69K+ 15.44% |
$504K - $608K
|
27.6K
$7.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
753New |
$103K - $124K
|
753
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.35KNew |
$184K - $223K
|
1.35K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.25KNew |
$170K - $205K
|
1.25K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
344+ 12.4% |
$46.9K - $56.7K
|
3.12K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
726New |
$99K - $120K
|
726
$188K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-7- 0.23% |
$955 - $1.15K
|
3.06K
$792K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.13K- 6.11% |
$290K - $350K
|
32.7K
$8.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.75KNew |
$238K - $288K
|
1.75K
$452K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-50- 1.34% |
$6.82K - $8.24K
|
3.67K
$951K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-12- 0.5% |
$1.64K - $1.98K
|
2.4K
$622K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-180- 4.29% |
$24.5K - $29.6K
|
4.01K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.13KNew |
$154K - $186K
|
1.13K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.06K- 22.02% |
$144K - $174K
|
3.74K
$970K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$23.2K - $28K
|
170
$44K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$182K - $220K
|
1.33K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
54+ 1.39% |
$7.36K - $8.89K
|
3.94K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-25- 1.65% |
$3.41K - $4.12K
|
1.49K
$386K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.21KNew |
$165K - $199K
|
1.21K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 2500.0% |
$6.82K - $8.24K
|
52
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-112- 3.65% |
$15.3K - $18.4K
|
2.96K
$767K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-320- 0.75% |
$43.6K - $52.7K
|
42.2K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.78K+ 7.68% |
$378K - $457K
|
38.9K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-149- 2.82% |
$20.3K - $24.5K
|
5.14K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
246+ 15.65% |
$33.5K - $40.5K
|
1.82K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
443+ 256.07% |
$60.4K - $73K
|
616
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-938- 3.84% |
$128K - $154K
|
23.5K
$6.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
88+ 2.52% |
$12K - $14.5K
|
3.58K
$929K
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.62K- 38.59% |
$221K - $266K
|
2.57K
$667K
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-8K- 9.88% |
$1.09M - $1.32M
|
73K
$18.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
66+ 1.65% |
$9K - $10.9K
|
4.08K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
28.8KNew |
$3.93M - $4.74M
|
28.8K
$7.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-106- 1.54% |
$14.5K - $17.5K
|
6.78K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
55+ 3.06% |
$7.5K - $9.06K
|
1.85K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.27KNew |
$173K - $209K
|
1.27K
$329K
|