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 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
28+ 1.94% |
$6.09K - $7.41K
|
1.47K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-294- 10.66% |
$63.9K - $77.8K
|
2.47K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-373- 3.61% |
$81.1K - $98.7K
|
9.95K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.7K- 11.26% |
$588K - $716K
|
21.3K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
261New |
$56.7K - $69.1K
|
261
$69.2K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.99K- 15.81% |
$649K - $790K
|
15.9K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.74K- 15.47% |
$1.68M - $2.05M
|
42.3K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.74% |
$1.74K - $2.12K
|
1.09K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.43K+ 16.49% |
$1.18M - $1.44M
|
38.3K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
15+ 0.7% |
$3.26K - $3.97K
|
2.16K
$574K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-787- 4.76% |
$171K - $208K
|
15.7K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
42+ 2.36% |
$9.13K - $11.1K
|
1.82K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
65+ 2.18% |
$14.1K - $17.2K
|
3.05K
$808K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-314- 9.11% |
$68.3K - $83.1K
|
3.13K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.4K+ 14.55% |
$4.01M - $4.88M
|
145K
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
77+ 0.48% |
$16.7K - $20.4K
|
16K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3- 0.06% |
$652 - $794
|
4.83K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4+ 0.03% |
$870 - $1.06K
|
12.3K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-880- 13.05% |
$191K - $233K
|
5.86K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-965- 0.55% |
$210K - $255K
|
176K
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-414- 4.14% |
$90K - $110K
|
9.6K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-344- 2.74% |
$74.8K - $91.1K
|
12.2K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-235- 5.47% |
$51.1K - $62.2K
|
4.06K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-377K- 8.18% |
$82M - $99.9M
|
4.24M
$1.12B
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-254- 13.36% |
$55.2K - $67.2K
|
1.65K
$437K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 3.25% |
$298K - $363K
|
43.5K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-48- 1.04% |
$10.4K - $12.7K
|
4.55K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
95+ 3.04% |
$20.7K - $25.2K
|
3.22K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
325+ 1.14% |
$70.7K - $86K
|
28.7K
$7.62M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-185- 2.43% |
$40.2K - $49K
|
7.43K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
356+ 9.25% |
$77.4K - $94.2K
|
4.21K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23+ 1.17% |
$5K - $6.09K
|
1.99K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-79- 2.84% |
$17.2K - $20.9K
|
2.7K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13.4K- 9.32% |
$2.91M - $3.54M
|
130K
$34.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 7.19% |
$2.31M - $2.81M
|
137K
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-76- 4.28% |
$16.5K - $20.1K
|
1.7K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
254KNew |
$55.2M - $67.3M
|
254K
$67.4M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
746+ 6.15% |
$162K - $197K
|
12.9K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.44K- 9.36% |
$314K - $382K
|
14K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
913+ 5.67% |
$198K - $242K
|
17K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-11.5K- 50.9% |
$2.5M - $3.04M
|
11.1K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
196+ 7.87% |
$42.6K - $51.9K
|
2.69K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
865New |
$188K - $229K
|
865
$229K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
291K+ 10.81% |
$63.4M - $77.1M
|
2.99M
$792M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-79- 0.33% |
$17.2K - $20.9K
|
23.6K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
319+ 27.67% |
$69.4K - $84.5K
|
1.47K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
818New |
$178K - $217K
|
818
$217K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.05K- 20.2% |
$445K - $542K
|
8.09K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1.6K- 50.03% |
$348K - $424K
|
1.6K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.5K+ 137.59% |
$9.02M - $11M
|
71.6K
$19M
|