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 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$235 - $292
|
2.23K
$684K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
24+ 0.04% |
$5.63K - $7.02K
|
63.7K
$19.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
132+ 19.38% |
$31K - $38.6K
|
813
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.18K+ 9.34% |
$276K - $344K
|
13.8K
$4.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-49.3K- 25.66% |
$11.6M - $14.4M
|
143K
$43.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
19+ 0.76% |
$4.46K - $5.56K
|
2.52K
$772K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
42+ 4.66% |
$9.86K - $12.3K
|
943
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.3K+ 903.5% |
$2.66M - $3.32M
|
12.6K
$3.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-150- 6.27% |
$35.2K - $43.9K
|
2.24K
$688K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-871- 5.1% |
$204K - $255K
|
16.2K
$4.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
195KNew |
$45.8M - $57.1M
|
195K
$59.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.04K+ 2.3% |
$244K - $304K
|
46.3K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$939 - $1.17K
|
10.7K
$3.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
5.67K+ 806.26% |
$1.33M - $1.66M
|
6.37K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
104+ 4.2% |
$24.4K - $30.4K
|
2.58K
$790K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
523+ 15.9% |
$123K - $153K
|
3.81K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.21K- 39.03% |
$283K - $353K
|
1.88K
$577K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
377+ 30.73% |
$88.5K - $110K
|
1.6K
$491K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 2.44% |
$939 - $1.17K
|
160
$49K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
217+ 28.4% |
$50.9K - $63.5K
|
981
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
868+ 7.56% |
$204K - $254K
|
12.3K
$3.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
51.2K+ 2.04% |
$12M - $15M
|
2.56M
$783M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-462- 24.13% |
$108K - $135K
|
1.45K
$445K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.71K+ 16.94% |
$402K - $501K
|
11.8K
$3.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
863+ 2.87% |
$203K - $252K
|
31K
$9.48M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-25- 0.14% |
$5.87K - $7.31K
|
17.4K
$5.32M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-265- 1.28% |
$62.2K - $77.5K
|
20.4K
$6.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
128+ 19.48% |
$30.1K - $37.4K
|
785
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-800- 5.8% |
$188K - $234K
|
13K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
8.84K+ 14.57% |
$2.07M - $2.58M
|
69.5K
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.64K- 0.6% |
$854K - $1.06M
|
600K
$184M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-41- 2.63% |
$9.63K - $12K
|
1.52K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-918- 33.96% |
$216K - $268K
|
1.79K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
374+ 24.3% |
$87.8K - $109K
|
1.91K
$586K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
36+ 2.94% |
$8.45K - $10.5K
|
1.26K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.68K+ 42.49% |
$628K - $783K
|
8.98K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-99- 1.91% |
$23.2K - $29K
|
5.09K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-329K- 78.49% |
$77.3M - $96.3M
|
90.3K
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-358- 2.26% |
$84K - $105K
|
15.5K
$4.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19+ 1.92% |
$4.46K - $5.56K
|
1.01K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
197+ 9.98% |
$46.2K - $57.6K
|
2.17K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-57- 1.03% |
$13.4K - $16.7K
|
5.47K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-924- 1.86% |
$217K - $270K
|
48.8K
$15M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.01K+ 24.91% |
$940K - $1.17M
|
20.1K
$6.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.33K+ 1790.54% |
$311K - $388K
|
1.4K
$429K
|
|
|
Oct 27, 2025
Q3 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-40- 5.21% |
$9.39K - $11.7K
|
728
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-26- 1.16% |
$6.1K - $7.6K
|
2.22K
$679K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.56% |
$1.88K - $2.34K
|
1.45K
$443K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
509New |
$119K - $149K
|
509
$156K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
400New |
$93.9K - $117K
|
400
$123K
|