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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
930+ 27.54% |
$206K - $274K
|
4.31K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.91K- 6.73% |
$422K - $562K
|
26.4K
$6.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-335- 11.34% |
$74K - $98.8K
|
2.62K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
75+ 0.47% |
$16.6K - $22.1K
|
16.1K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-4.09K- 11.3% |
$904K - $1.21M
|
32.1K
$8.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-12.4K- 92.53% |
$2.73M - $3.65M
|
999
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-345- 16.19% |
$76.3K - $102K
|
1.79K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9+ 0.09% |
$1.99K - $2.65K
|
9.77K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
48.8KNew |
$10.8M - $14.4M
|
48.8K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-60- 1.72% |
$13.3K - $17.7K
|
3.43K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.33K - $1.77K
|
6
$1.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1K+ 5.88% |
$221K - $295K
|
18K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30+ 1.3% |
$6.63K - $8.84K
|
2.34K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
180+ 89.55% |
$39.8K - $53.1K
|
381
$98.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$442 - $590
|
2
$518
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-192K- 55.55% |
$42.5M - $56.7M
|
154K
$39.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.7K- 3.49% |
$5.24M - $6.99M
|
655K
$170M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-545- 5.68% |
$120K - $161K
|
9.05K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
17.4K+ 49.49% |
$3.85M - $5.14M
|
52.6K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
76+ 3.31% |
$16.8K - $22.4K
|
2.37K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
413K+ 45.81% |
$91.2M - $122M
|
1.31M
$340M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-90- 5.76% |
$19.9K - $26.5K
|
1.47K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-561- 2.38% |
$124K - $165K
|
23K
$5.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
107+ 10.97% |
$23.7K - $31.5K
|
1.08K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
604+ 22.29% |
$134K - $178K
|
3.31K
$859K
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-28.3K- 25.82% |
$6.27M - $8.36M
|
81.4K
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35K+ 9.31% |
$520K - $693K
|
27.6K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7- 0.37% |
$1.55K - $2.06K
|
1.91K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
595+ 20.74% |
$132K - $175K
|
3.46K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-63- 0.57% |
$13.9K - $18.6K
|
11K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
2.88K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.58K- 78.11% |
$571K - $761K
|
724
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-203- 1.13% |
$44.9K - $59.8K
|
17.8K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-49K- 49.95% |
$10.8M - $14.5M
|
49.1K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.5K+ 60.58% |
$553K - $737K
|
6.63K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72K+ 5.83% |
$601K - $802K
|
49.4K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
32+ 0.78% |
$7.07K - $9.43K
|
4.13K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 1.38% |
$22.1K - $29.5K
|
7.34K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-29- 1.39% |
$6.41K - $8.55K
|
2.05K
$532K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-439- 12.74% |
$97K - $129K
|
3.01K
$779K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-348- 1.88% |
$76.9K - $103K
|
18.2K
$4.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
289New |
$63.9K - $85.2K
|
289
$74.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
992+ 14.37% |
$219K - $292K
|
7.89K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.37K- 53.39% |
$524K - $699K
|
2.07K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-744- 8.16% |
$164K - $219K
|
8.38K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
391+ 3.7% |
$86.4K - $115K
|
10.9K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.07% |
$442 - $590
|
3.02K
$783K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.46% |
$223K - $298K
|
42.1K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-60- 4.11% |
$13.3K - $17.7K
|
1.4K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
241+ 0.82% |
$53.3K - $71K
|
29.6K
$7.68M
|