Latest Institutional Purchases of International Business Machines Corp (IBM)
This list provides information on the latest institutional transactions involving International Business Machines Corp (IBM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.59KNew |
$187K - $239K
|
1.59K
$356K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.55KNew |
$182K - $233K
|
1.55K
$347K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.53KNew |
$180K - $230K
|
1.53K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.49KNew |
$176K - $225K
|
1.49K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.46KNew |
$172K - $220K
|
1.46K
$328K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$172K - $220K
|
1.46K
$327K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
1.45KNew |
$171K - $219K
|
1.45K
$326K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.45KNew |
$171K - $219K
|
1.45K
$326K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
1.45KNew |
$171K - $218K
|
1.45K
$325K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.45KNew |
$170K - $218K
|
1.45K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$168K - $215K
|
1.43K
$320K
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
BUY
|
- |
1.43KNew |
$168K - $215K
|
1.43K
$320K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1.1KNew |
$130K - $166K
|
1.1K
$247K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.05KNew |
$124K - $158K
|
1.05K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
644New |
$75.8K - $97K
|
644
$145K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
535New |
$63K - $80.6K
|
535
$120K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
523New |
$61.6K - $78.8K
|
523
$117K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
435+ 22.98% |
$51.2K - $65.5K
|
2.33K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
415+ 119.94% |
$48.9K - $62.5K
|
761
$171K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
399+ 2.36% |
$47K - $60.1K
|
17.3K
$3.89M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
282+ 48.79% |
$33.2K - $42.5K
|
860
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
233+ 9.82% |
$27.4K - $35.1K
|
2.61K
$585K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
202New |
$23.8K - $30.4K
|
202
$45.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
169+ 8.48% |
$19.9K - $25.5K
|
2.16K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
162+ 4.94% |
$19.1K - $24.4K
|
3.44K
$772K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
140+ 1.0% |
$16.5K - $21.1K
|
14.2K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
108+ 53.73% |
$12.7K - $16.3K
|
309
$69.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.54K - $12.2K
|
81
$18.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
79+ 2.5% |
$9.3K - $11.9K
|
3.24K
$726K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
75New |
$8.83K - $11.3K
|
75
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
68+ 2.59% |
$8.01K - $10.2K
|
2.69K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
56New |
$6.59K - $8.43K
|
56
$12.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
55+ 0.74% |
$6.48K - $8.28K
|
7.49K
$1.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
54New |
$6.36K - $8.13K
|
54
$12.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
42New |
$4.95K - $6.33K
|
42
$9.43K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
42New |
$4.95K - $6.33K
|
42
$9.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
32+ 10.67% |
$3.77K - $4.82K
|
332
$74.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
30New |
$3.53K - $4.52K
|
30
$6.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
29+ 0.96% |
$3.41K - $4.37K
|
3.07K
$688K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
23New |
$2.71K - $3.46K
|
23
$5.16K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 137.5% |
$2.59K - $3.31K
|
38
$8.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$2.47K - $3.16K
|
21
$4.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
19+ 0.34% |
$2.24K - $2.86K
|
5.64K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.07% |
$118 - $151
|
1.48K
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.06% |
$118 - $151
|
1.7K
$382K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
88K+ 94.17% |
$10.5M - $12.4M
|
181K
$40.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
78.2KNew |
$9.29M - $11M
|
78.2K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
PUT |
75KNew |
$8.91M - $10.6M
|
75K
$16.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
64.1KNew |
$7.62M - $9.05M
|
64.1K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Force Hill Capital Management LP
New York, NY |
BUY
|
- |
35.5KNew |
$4.21M - $5M
|
35.5K
$7.96M
|
|