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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
727+ 3.2% |
$74.1K - $91.4K
|
23.4K
$5.03M
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
300+ 13.12% |
$30.6K - $37.7K
|
2.59K
$555K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-9.24KClosed |
$942K - $1.16M
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-763Closed |
$77.8K - $95.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-468Closed |
$47.7K - $58.8K
|
0
$0
|
|
|
Mar 01, 2021
Q4 2020
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.86KNew |
$801K - $988K
|
7.86K
$1.69M
|
|
|
Feb 18, 2021
Q4 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.97KClosed |
$813K - $1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
BUY
|
CALL |
1KNew |
$102K - $126K
|
1K
$215K
|
|
|
Feb 16, 2021
Q4 2020
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-5KClosed |
$510K - $629K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-7.24KClosed |
$738K - $910K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-52.3KClosed |
$5.34M - $6.58M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ascension Asset Management LLC
|
SELL
|
- |
-4.35KClosed |
$444K - $547K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-65Closed |
$6.63K - $8.17K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Private Capital Management, LLC
Naples, FL |
SELL
|
PUT |
-14.5KClosed |
$1.48M - $1.82M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
587New |
$59.9K - $73.8K
|
587
$126K
|
|
|
Feb 12, 2021
Q4 2020
|
X Square Capital, LLC
|
SELL
|
- |
-5.47KClosed |
$557K - $687K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-18.3KClosed |
$1.86M - $2.3M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-100Closed |
$10.2K - $12.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-47Closed |
$4.79K - $5.91K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
10New |
$1.02K - $1.26K
|
10
$2.15K
|
|
|
Feb 11, 2021
Q4 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-670Closed |
$68.3K - $84.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.69KClosed |
$173K - $213K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.98KClosed |
$201K - $248K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
45New |
$4.59K - $5.66K
|
45
$9.66K
|
|
|
Feb 04, 2021
Q4 2020
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.73KClosed |
$176K - $217K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-201Closed |
$20.5K - $25.3K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-19KClosed |
$1.94M - $2.39M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$5.81K - $7.17K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-890Closed |
$90.7K - $112K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Alta Capital Management LLC
|
SELL
|
- |
-23.3KClosed |
$2.37M - $2.92M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-6.94KClosed |
$708K - $873K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.31KClosed |
$235K - $290K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Veracity Capital LLC
|
BUY
|
CALL |
500New |
$51K - $62.9K
|
500
$107K
|
|
|
Jan 22, 2021
Q4 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-2.73KClosed |
$278K - $343K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.8KClosed |
$184K - $226K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
25+ 2500.0% |
$2.55K - $3.14K
|
26
$5.58K
|
|
| Q3 2020 | |||||||
|
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-383Closed |
$42.4K - $47.1K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Kensico Capital Management Corp
Greenwich, CT |
SELL
|
- |
-1.15MClosed |
$127M - $141M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.17KClosed |
$461K - $513K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.98KClosed |
$219K - $244K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.22KClosed |
$135K - $150K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Parnassus Investments, LLC
|
SELL
|
- |
-170KClosed |
$18.8M - $20.9M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.8KClosed |
$199K - $222K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.75KClosed |
$193K - $215K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
684+ 6.84% |
$75.7K - $84.1K
|
10.7K
$2.29M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.83KClosed |
$535K - $594K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-300Closed |
$33.2K - $36.9K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.37KClosed |
$1.04M - $1.15M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-640Closed |
$70.8K - $78.7K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.81KClosed |
$200K - $223K
|
0
$0
|
|