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 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-136- 68.69% |
$31.9K - $39.8K
|
62
$19.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-330- 3.73% |
$77.5K - $96.5K
|
8.51K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
556+ 36.8% |
$131K - $163K
|
2.07K
$646K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
122+ 10.45% |
$28.6K - $35.7K
|
1.29K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
446+ 63.17% |
$105K - $130K
|
1.15K
$360K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.44K- 17.18% |
$338K - $421K
|
6.94K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.76K- 16.09% |
$413K - $515K
|
9.18K
$2.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.07K- 0.64% |
$252K - $314K
|
167K
$52.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
217+ 2.97% |
$50.9K - $63.5K
|
7.52K
$2.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.58K+ 28.48% |
$371K - $462K
|
7.12K
$2.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
170+ 5.84% |
$39.9K - $49.7K
|
3.08K
$963K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.43K+ 327.46% |
$571K - $712K
|
3.18K
$992K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
332+ 7.21% |
$77.9K - $97.1K
|
4.94K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.18K+ 15.5% |
$278K - $346K
|
8.82K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
244New |
$57.3K - $71.4K
|
244
$76.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
297+ 1.57% |
$69.7K - $86.9K
|
19.2K
$5.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.82% |
$73.5K - $91.5K
|
38.6K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-741- 12.83% |
$174K - $217K
|
5.04K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-320- 1.48% |
$75.1K - $93.6K
|
21.3K
$6.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.09% |
$235 - $292
|
1.15K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
14.1K+ 5.25% |
$3.31M - $4.13M
|
283K
$88.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.19KNew |
$280K - $349K
|
1.19K
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.03KNew |
$477K - $595K
|
2.03K
$635K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-7- 0.66% |
$1.64K - $2.05K
|
1.06K
$330K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
76+ 5.46% |
$17.8K - $22.2K
|
1.47K
$459K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.14K+ 68.04% |
$268K - $334K
|
2.82K
$880K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.87K+ 168.9% |
$439K - $546K
|
2.97K
$929K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
72+ 9.08% |
$16.9K - $21.1K
|
865
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.8K- 2.67% |
$1.36M - $1.7M
|
211K
$66.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
601+ 14.58% |
$141K - $176K
|
4.72K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
132+ 4.97% |
$31K - $38.6K
|
2.79K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-508- 5.61% |
$119K - $149K
|
8.55K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.18K+ 10.29% |
$1.92M - $2.39M
|
87.7K
$27.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.13K- 50.27% |
$500K - $623K
|
2.11K
$658K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-508- 2.09% |
$119K - $149K
|
23.8K
$7.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.08% |
$704 - $877
|
3.97K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
102+ 1.82% |
$23.9K - $29.8K
|
5.7K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-24- 0.79% |
$5.63K - $7.02K
|
3.01K
$939K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
894+ 1.28% |
$210K - $261K
|
70.6K
$22.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
9+ 0.27% |
$2.11K - $2.63K
|
3.32K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
25+ 1.12% |
$5.87K - $7.31K
|
2.26K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-420- 6.06% |
$98.6K - $123K
|
6.51K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
50+ 2.41% |
$11.7K - $14.6K
|
2.13K
$665K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 1.97% |
$704 - $877
|
149
$46.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-1.12K- 45.8% |
$263K - $328K
|
1.33K
$415K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 13.07% |
$470K - $586K
|
17.3K
$5.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
818+ 3.13% |
$192K - $239K
|
27K
$8.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
74+ 24.26% |
$17.4K - $21.6K
|
379
$118K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.51K+ 36.23% |
$1.29M - $1.61M
|
20.7K
$6.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.85KNew |
$903K - $1.12M
|
3.85K
$1.2M
|