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 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2+ 0.18% |
$470 - $585
|
1.14K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-85- 2.11% |
$20K - $24.9K
|
3.95K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-340- 2.68% |
$79.8K - $99.4K
|
12.3K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-861- 2.51% |
$202K - $252K
|
33.4K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.6K+ 9.2% |
$376K - $468K
|
19K
$5.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
13K+ 44.29% |
$3.06M - $3.81M
|
42.5K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.16K- 28.91% |
$272K - $339K
|
2.85K
$872K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12+ 0.15% |
$2.82K - $3.51K
|
8.17K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-657- 7.12% |
$154K - $192K
|
8.57K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.68K+ 1.87% |
$628K - $782K
|
146K
$44.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-447- 0.45% |
$105K - $131K
|
99.1K
$30.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
33+ 0.07% |
$7.75K - $9.65K
|
44.3K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6- 0.59% |
$1.41K - $1.75K
|
1.02K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
147+ 1.86% |
$34.5K - $43K
|
8.04K
$2.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.87KNew |
$673K - $838K
|
2.87K
$878K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
703+ 3.46% |
$165K - $206K
|
21K
$6.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
789New |
$185K - $231K
|
789
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20K- 8.98% |
$4.7M - $5.85M
|
203K
$62.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
65+ 0.3% |
$15.3K - $19K
|
22K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$290K - $361K
|
1.24K
$379K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3+ 1.0% |
$704 - $877
|
303
$92.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.21% |
$3.99K - $4.97K
|
8.14K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-22- 0.18% |
$5.16K - $6.43K
|
12K
$3.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-460- 15.57% |
$108K - $135K
|
2.5K
$764K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.49% |
$235 - $292
|
207
$63.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-409- 4.15% |
$96K - $120K
|
9.46K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.06% |
$235 - $292
|
1.56K
$478K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 4.19% |
$625K - $779K
|
60.9K
$18.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
100+ 2.66% |
$23.5K - $29.2K
|
3.86K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
25.4K+ 24.36% |
$5.96M - $7.43M
|
130K
$39.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-705- 40.96% |
$166K - $206K
|
1.02K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.33% |
$47K - $58.5K
|
1.74K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
788New |
$185K - $230K
|
788
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-70- 8.59% |
$16.4K - $20.5K
|
745
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
26.1K+ 32.5% |
$6.13M - $7.64M
|
106K
$32.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-68- 2.74% |
$16K - $19.9K
|
2.42K
$740K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.54K+ 24.86% |
$360K - $449K
|
7.71K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-851- 13.87% |
$200K - $249K
|
5.29K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-1.01K- 7.02% |
$237K - $295K
|
13.4K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
40+ 3.27% |
$9.39K - $11.7K
|
1.26K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
322+ 3.1% |
$75.6K - $94.2K
|
10.7K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-47- 1.55% |
$11K - $13.7K
|
2.99K
$917K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
18+ 0.81% |
$4.23K - $5.26K
|
2.23K
$683K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
469+ 12.19% |
$110K - $137K
|
4.32K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-190- 1.91% |
$44.6K - $55.6K
|
9.78K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.06K- 1.34% |
$1.66M - $2.06M
|
521K
$160M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.02KNew |
$710K - $884K
|
3.02K
$926K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.11KNew |
$260K - $324K
|
1.11K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.79% |
$3.52K - $4.39K
|
853
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.25K- 46.99% |
$763K - $950K
|
3.67K
$1.12M
|