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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2021
Q1 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.81KClosed |
$319K - $367K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Torray LLC
|
SELL
|
- |
-115KClosed |
$13.1M - $15M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-200Closed |
$22.7K - $26.1K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-10Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-14.9KClosed |
$1.69M - $1.95M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.24KClosed |
$253K - $292K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.79KClosed |
$317K - $364K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-2.24KClosed |
$253K - $291K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Goodwin Daniel L
|
SELL
|
- |
-14KClosed |
$1.59M - $1.83M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-65Closed |
$7.37K - $8.47K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.2KClosed |
$1.16M - $1.33M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Centric Wealth Management
|
BUY
|
CALL |
9KNew |
$1.02M - $1.17M
|
9K
$2.33M
|
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.64KClosed |
$300K - $345K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-250Closed |
$28.3K - $32.6K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Campbell Capital Management Inc
|
SELL
|
- |
-38.9KClosed |
$4.41M - $5.08M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
300+ 13.12% |
$30.6K - $37.7K
|
2.59K
$670K
|
|
|
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
$2.04M
|
|
|
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
|
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
$152K
|
|
|
Feb 12, 2021
Q4 2020
|
X Square Capital, LLC
|
SELL
|
- |
-5.47KClosed |
$557K - $687K
|
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
$2.59K
|
|
|
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
$11.7K
|
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-201Closed |
$20.5K - $25.3K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$5.81K - $7.17K
|
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
$130K
|
|
|
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
$6.74K
|
|
| 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
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
684+ 6.84% |
$75.7K - $84.1K
|
10.7K
$2.77M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.83KClosed |
$535K - $594K
|
0
$0
|
|