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
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.67K+ 19.62% |
$812K - $1.08M
|
22.4K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.35% |
$11.1K - $14.7K
|
14.3K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 2.41% |
$2.65K - $3.54K
|
509
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.74K+ 5.36% |
$2.15M - $2.87M
|
191K
$49.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-308- 30.08% |
$68.1K - $90.8K
|
716
$186K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-100- 5.17% |
$22.1K - $29.5K
|
1.84K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
534+ 38.09% |
$118K - $157K
|
1.94K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-677- 18.35% |
$150K - $200K
|
3.01K
$780K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-582- 11.09% |
$129K - $172K
|
4.67K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-214- 1.74% |
$47.3K - $63.1K
|
12.1K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.12% |
$221 - $295
|
811
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236+ 16.61% |
$52.2K - $69.6K
|
1.66K
$429K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-139- 0.72% |
$30.7K - $41K
|
19.1K
$4.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.51K- 2.08% |
$333K - $444K
|
71K
$18.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-18.2K- 92.88% |
$4.02M - $5.36M
|
1.39K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
203+ 0.65% |
$44.9K - $59.8K
|
31.5K
$8.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
44.5K+ 85.79% |
$9.84M - $13.1M
|
96.4K
$25M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.85K+ 51.52% |
$630K - $840K
|
8.38K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-49- 4.08% |
$10.8K - $14.4K
|
1.15K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.34K+ 11.24% |
$517K - $689K
|
23.1K
$5.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.64K- 27.25% |
$1.03M - $1.37M
|
12.4K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-241- 35.65% |
$53.3K - $71K
|
435
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 3.39% |
$326K - $435K
|
45K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.9K+ 8.89% |
$1.3M - $1.74M
|
72.2K
$18.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.91M+ 2.05% |
$423M - $564M
|
95.1M
$24.6B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43- 1.39% |
$9.5K - $12.7K
|
3.04K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.84K+ 135.94% |
$848K - $1.13M
|
6.66K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
17.7KNew |
$3.91M - $5.22M
|
17.7K
$4.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.88% |
$3.54K - $4.72K
|
867
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
477+ 10.38% |
$105K - $141K
|
5.07K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.3K+ 13.73% |
$4.04M - $5.39M
|
152K
$39.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-368- 7.04% |
$81.3K - $108K
|
4.86K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43+ 3.94% |
$9.5K - $12.7K
|
1.14K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$251K - $335K
|
1.14K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14+ 0.58% |
$3.09K - $4.13K
|
2.44K
$631K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-274- 0.83% |
$60.6K - $80.8K
|
32.9K
$8.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
687New |
$152K - $203K
|
687
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.44% |
$1.11K - $1.47K
|
1.13K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.63K+ 68.25% |
$580K - $774K
|
6.47K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25+ 0.39% |
$5.53K - $7.37K
|
6.51K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$221 - $295
|
1.88K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
243+ 5.5% |
$53.7K - $71.6K
|
4.66K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
673+ 11.14% |
$149K - $198K
|
6.71K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43New |
$9.5K - $12.7K
|
43
$11.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
937+ 10.07% |
$207K - $276K
|
10.2K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-185- 10.9% |
$40.9K - $54.5K
|
1.51K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
31+ 1.15% |
$6.85K - $9.14K
|
2.73K
$707K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
9.52K+ 304.84% |
$2.1M - $2.81M
|
12.6K
$3.28M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
903New |
$200K - $266K
|
903
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.73K
$965K
|