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 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.52K- 11.41% |
$358K - $446K
|
11.8K
$3.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-45- 9.24% |
$10.6K - $13.2K
|
442
$138K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-175- 8.28% |
$41.1K - $51.2K
|
1.94K
$605K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
479+ 28.21% |
$112K - $140K
|
2.18K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-106- 10.63% |
$24.9K - $31K
|
891
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
770+ 35.06% |
$181K - $225K
|
2.97K
$927K
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-105- 0.46% |
$24.7K - $30.7K
|
22.9K
$7.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21- 0.43% |
$4.93K - $6.14K
|
4.82K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
24+ 1.71% |
$5.63K - $7.02K
|
1.43K
$445K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 1.32% |
$11.7K - $14.6K
|
3.75K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
255+ 8.78% |
$59.9K - $74.6K
|
3.16K
$987K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-959- 26.82% |
$225K - $280K
|
2.62K
$818K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
55+ 6.34% |
$12.9K - $16.1K
|
922
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.62K+ 82.86% |
$381K - $475K
|
3.58K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-187- 26.12% |
$43.9K - $54.7K
|
529
$165K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
24+ 0.65% |
$5.63K - $7.02K
|
3.7K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
1.95K+ 7.93% |
$458K - $570K
|
26.5K
$8.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
100New |
$23.5K - $29.2K
|
100
$31.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-14.8K- 6.31% |
$3.47M - $4.32M
|
219K
$68.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
122+ 3.5% |
$28.6K - $35.7K
|
3.61K
$1.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.8K+ 604.42% |
$2.54M - $3.16M
|
12.6K
$3.94M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
154+ 20.18% |
$36.2K - $45K
|
917
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08KNew |
$253K - $316K
|
1.08K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
340+ 1.99% |
$79.8K - $99.4K
|
17.4K
$5.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-31- 23.66% |
$7.28K - $9.07K
|
100
$31.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
787+ 7.79% |
$185K - $230K
|
10.9K
$3.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
288+ 4.93% |
$67.6K - $84.2K
|
6.13K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-150- 3.52% |
$35.2K - $43.9K
|
4.11K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
30+ 0.15% |
$7.04K - $8.77K
|
20.5K
$6.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1- 0.02% |
$235 - $292
|
6.26K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
225+ 11.17% |
$52.8K - $65.8K
|
2.24K
$700K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-763- 11.77% |
$179K - $223K
|
5.72K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-41- 2.19% |
$9.63K - $12K
|
1.83K
$571K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
126+ 5.22% |
$29.6K - $36.9K
|
2.54K
$793K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-75- 2.23% |
$17.6K - $21.9K
|
3.29K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-10- 0.84% |
$2.35K - $2.92K
|
1.18K
$367K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17- 1.39% |
$3.99K - $4.97K
|
1.21K
$378K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-25.4K- 8.76% |
$5.97M - $7.44M
|
265K
$82.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
397K+ 199.0% |
$93.3M - $116M
|
597K
$187M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 26.51% |
$810K - $1.01M
|
16.5K
$5.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7+ 0.6% |
$1.64K - $2.05K
|
1.17K
$365K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-205- 6.31% |
$48.1K - $60K
|
3.05K
$952K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
710New |
$167K - $208K
|
710
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
7.8K+ 25.57% |
$1.83M - $2.28M
|
38.3K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.8K- 9.33% |
$423K - $527K
|
17.5K
$5.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-260- 7.53% |
$61K - $76K
|
3.19K
$998K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-90- 7.48% |
$21.1K - $26.3K
|
1.11K
$348K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.5K+ 163.93% |
$352K - $439K
|
2.42K
$754K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
822+ 1.36% |
$193K - $240K
|
61.4K
$19.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-958- 12.28% |
$225K - $280K
|
6.84K
$2.14M
|