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 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
3+ 0.27% |
$652 - $794
|
1.1K
$284K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
924+ 37.27% |
$201K - $245K
|
3.4K
$882K
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.64K- 5.08% |
$574K - $699K
|
49.4K
$12.8M
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
293+ 1.98% |
$63.7K - $77.6K
|
15.1K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.5KClosed |
$3.38M - $4.11M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.08KNew |
$452K - $550K
|
2.08K
$538K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.18K+ 12.37% |
$691K - $841K
|
28.9K
$7.48M
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-575- 10.75% |
$125K - $152K
|
4.78K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-42.1K- 15.05% |
$9.14M - $11.1M
|
237K
$61.5M
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
114+ 1.96% |
$24.8K - $30.2K
|
5.92K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.66K- 43.84% |
$360K - $438K
|
2.12K
$549K
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
973
$252K
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
6.95KNew |
$1.51M - $1.84M
|
6.95K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-175- 4.22% |
$38K - $46.3K
|
3.97K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
132K+ 61.38% |
$28.6M - $34.8M
|
346K
$89.6M
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-361- 57.58% |
$78.5K - $95.6K
|
266
$68.9K
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 4.12% |
$21.7K - $26.5K
|
2.33K
$602K
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-90.5K- 38.26% |
$19.7M - $24M
|
146K
$37.8M
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
200New |
$43.5K - $52.9K
|
200
$51.8K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-639- 13.89% |
$139K - $169K
|
3.96K
$1.03M
|
|
May 14, 2025
Q1 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
100+ 2.34% |
$21.7K - $26.5K
|
4.37K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-140- 2.75% |
$30.4K - $37.1K
|
4.95K
$1.28M
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
50+ 3.3% |
$10.9K - $13.2K
|
1.56K
$405K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-41- 0.91% |
$8.91K - $10.9K
|
4.48K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
100KNew |
$21.8M - $26.6M
|
100K
$26M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-24- 1.75% |
$5.22K - $6.35K
|
1.35K
$349K
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
310K+ 138.98% |
$67.4M - $82.1M
|
533K
$138M
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-9.73K- 7.12% |
$2.12M - $2.58M
|
127K
$32.9M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.1K+ 27.45% |
$3.28M - $3.99M
|
70.1K
$18.2M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$217 - $265
|
2.95K
$765K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
281+ 8.66% |
$61.1K - $74.4K
|
3.53K
$913K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
911New |
$198K - $241K
|
911
$236K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 1.58% |
$5.44K - $6.62K
|
1.61K
$417K
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-7.97K- 31.47% |
$1.73M - $2.11M
|
17.4K
$4.5M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.21K- 3.22% |
$262K - $319K
|
36.2K
$9.38M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.5K+ 4.83% |
$5.33M - $6.49M
|
532K
$138M
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.74% |
$870 - $1.06K
|
546
$141K
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
845New |
$184K - $224K
|
845
$219K
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.02K- 14.0% |
$655K - $798K
|
18.5K
$4.8M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-348- 3.72% |
$75.7K - $92.1K
|
9.01K
$2.33M
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
123K+ 228.11% |
$26.7M - $32.5M
|
177K
$45.8M
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
33.1K+ 540.48% |
$7.19M - $8.75M
|
39.2K
$10.1M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
700New |
$152K - $185K
|
700
$181K
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
SELL
|
- |
-100K- 66.67% |
$21.7M - $26.5M
|
50K
$13M
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-25- 4.0% |
$5.44K - $6.62K
|
600
$155K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30.3K+ 5.05% |
$6.59M - $8.02M
|
630K
$163M
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.9K- 15.35% |
$4.34M - $5.28M
|
110K
$28.5M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.82K+ 4.91% |
$395K - $481K
|
38.8K
$10.1M
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
24.2K+ 7.72% |
$5.26M - $6.4M
|
337K
$87.4M
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
11K+ 13.07% |
$2.39M - $2.91M
|
95.3K
$24.7M
|