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 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160+ 0.74% |
$35.4K - $47.2K
|
21.8K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.29% |
$3.32K - $4.42K
|
5.12K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-7- 0.54% |
$1.55K - $2.06K
|
1.28K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
377+ 2.67% |
$83.3K - $111K
|
14.5K
$3.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.39K+ 3.34% |
$528K - $704K
|
74K
$19.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.59K- 4.0% |
$572K - $762K
|
62K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9+ 3.6% |
$1.99K - $2.65K
|
259
$67.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.08% |
$221 - $295
|
1.19K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
445+ 0.91% |
$98.4K - $131K
|
49.2K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.19K- 3.51% |
$706K - $941K
|
87.8K
$22.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
370+ 32.43% |
$81.8K - $109K
|
1.51K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-118- 1.68% |
$26.1K - $34.8K
|
6.91K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-107- 2.08% |
$23.7K - $31.5K
|
5.03K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-4K- 10.88% |
$884K - $1.18M
|
32.8K
$8.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.19K- 12.45% |
$1.37M - $1.83M
|
43.6K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
296+ 25.15% |
$65.4K - $87.3K
|
1.47K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$221 - $295
|
1.42K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 2.35% |
$896K - $1.2M
|
177K
$45.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300New |
$66.3K - $88.4K
|
300
$77.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-340- 0.92% |
$75.2K - $100K
|
36.7K
$9.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44+ 14.06% |
$9.73K - $13K
|
357
$92.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
162+ 0.23% |
$35.8K - $47.8K
|
71.4K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-73.6K- 5.45% |
$16.3M - $21.7M
|
1.28M
$331M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48+ 3.76% |
$10.6K - $14.1K
|
1.32K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.75K+ 4.16% |
$386K - $515K
|
43.8K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-408K- 59.09% |
$90.1M - $120M
|
282K
$73.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-13.9K- 10.63% |
$3.06M - $4.09M
|
117K
$30.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-681- 1.61% |
$151K - $201K
|
41.6K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
198+ 2.17% |
$43.8K - $58.4K
|
9.33K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
355+ 4.81% |
$78.5K - $105K
|
7.74K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-14- 0.67% |
$3.09K - $4.13K
|
2.08K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
700New |
$155K - $206K
|
700
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
649+ 35.52% |
$143K - $191K
|
2.48K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6+ 0.23% |
$1.33K - $1.77K
|
2.58K
$668K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-26- 1.85% |
$5.75K - $7.66K
|
1.38K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
11New |
$2.43K - $3.24K
|
11
$2.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
180+ 11.18% |
$39.8K - $53.1K
|
1.79K
$464K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.99KNew |
$439K - $585K
|
1.99K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
357+ 1.74% |
$78.9K - $105K
|
20.8K
$5.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.57K- 1.27% |
$347K - $463K
|
122K
$31.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12K- 23.53% |
$2.66M - $3.54M
|
39.1K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.15K+ 23.62% |
$917K - $1.22M
|
21.7K
$5.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
245+ 9.83% |
$54.2K - $72.2K
|
2.74K
$709K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
300+ 7.08% |
$66.3K - $88.4K
|
4.54K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
79+ 10.84% |
$17.5K - $23.3K
|
808
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.69K+ 75.14% |
$595K - $794K
|
6.28K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 1.65% |
$11.7K - $15.6K
|
3.15K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-8- 0.19% |
$1.77K - $2.36K
|
4.3K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-123- 2.93% |
$27.2K - $36.3K
|
4.08K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.35K+ 197.76% |
$740K - $988K
|
5.04K
$1.31M
|