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 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
23+ 1.87% |
$5.4K - $6.73K
|
1.25K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-152- 13.48% |
$35.7K - $44.5K
|
976
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
100+ 3.99% |
$23.5K - $29.2K
|
2.61K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-46- 0.32% |
$10.8K - $13.5K
|
14.1K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.71K+ 0.47% |
$401K - $500K
|
368K
$113M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
47+ 0.4% |
$11K - $13.7K
|
11.7K
$3.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.06K+ 5.04% |
$248K - $309K
|
22K
$6.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9+ 0.38% |
$2.11K - $2.63K
|
2.38K
$730K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
72+ 6.34% |
$16.9K - $21.1K
|
1.21K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
757New |
$178K - $221K
|
757
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-610- 6.11% |
$143K - $178K
|
9.37K
$2.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
349+ 24.93% |
$81.9K - $102K
|
1.75K
$536K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-167- 3.48% |
$39.2K - $48.8K
|
4.63K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
30+ 3.3% |
$7.04K - $8.77K
|
940
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
965+ 8.03% |
$227K - $282K
|
13K
$3.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
334+ 8.37% |
$78.4K - $97.7K
|
4.33K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
381+ 2.01% |
$89.4K - $111K
|
19.4K
$5.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$800K - $997K
|
3.41K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-2.36K- 12.77% |
$553K - $689K
|
16.1K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 1.42% |
$1.17K - $1.46K
|
356
$109K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25- 0.9% |
$5.87K - $7.31K
|
2.76K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
299+ 9.1% |
$70.2K - $87.4K
|
3.59K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.64K+ 81.06% |
$619K - $771K
|
5.89K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
176+ 1.64% |
$41.3K - $51.5K
|
10.9K
$3.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
79+ 3.02% |
$18.5K - $23.1K
|
2.7K
$826K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
39+ 5.51% |
$9.16K - $11.4K
|
747
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
155+ 1.58% |
$36.4K - $45.3K
|
9.97K
$3.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-15- 0.67% |
$3.52K - $4.39K
|
2.23K
$684K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
311+ 42.37% |
$73K - $91K
|
1.05K
$320K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2- 0.02% |
$470 - $585
|
12.1K
$3.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
247+ 6.63% |
$58K - $72.2K
|
3.97K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
339+ 2.09% |
$79.6K - $99.1K
|
16.6K
$5.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
101+ 2.95% |
$23.7K - $29.5K
|
3.52K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28+ 8.43% |
$6.57K - $8.19K
|
360
$110K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-83- 3.37% |
$19.5K - $24.3K
|
2.38K
$729K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
458+ 12.7% |
$108K - $134K
|
4.06K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
19.1K+ 460.07% |
$4.48M - $5.58M
|
23.2K
$7.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.06% |
$235 - $292
|
1.56K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-101- 9.74% |
$23.7K - $29.5K
|
936
$287K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-105- 5.9% |
$24.7K - $30.7K
|
1.68K
$513K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25+ 1.97% |
$5.87K - $7.31K
|
1.3K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-74- 0.81% |
$17.4K - $21.6K
|
9.07K
$2.78M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.7K- 0.36% |
$635K - $791K
|
740K
$227M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
940New |
$221K - $275K
|
940
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-185- 3.92% |
$43.4K - $54.1K
|
4.53K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
50+ 2.4% |
$11.7K - $14.6K
|
2.14K
$654K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
100+ 5.78% |
$23.5K - $29.2K
|
1.83K
$560K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 1.63% |
$3.29K - $4.09K
|
872
$267K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
17.7KNew |
$4.16M - $5.18M
|
17.7K
$5.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
242+ 31.76% |
$56.8K - $70.8K
|
1K
$308K
|