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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-34- 1.17% |
$7.39K - $9K
|
2.88K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
993+ 10.66% |
$216K - $263K
|
10.3K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
471+ 588.75% |
$102K - $125K
|
551
$147K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
842New |
$183K - $223K
|
842
$225K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
613+ 4.6% |
$133K - $162K
|
13.9K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.18K- 11.41% |
$2M - $2.43M
|
71.3K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-11.8K- 19.42% |
$2.57M - $3.13M
|
49.1K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
484+ 50.52% |
$105K - $128K
|
1.44K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 0.51% |
$6.09K - $7.41K
|
5.49K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
179+ 2.09% |
$38.9K - $47.4K
|
8.74K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-105- 3.25% |
$22.8K - $27.8K
|
3.12K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.29K- 3.5% |
$716K - $872K
|
90.7K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
354+ 2.76% |
$77K - $93.7K
|
13.2K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
477+ 2.92% |
$104K - $126K
|
16.8K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
51+ 4.77% |
$11.1K - $13.5K
|
1.12K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-69- 4.62% |
$15K - $18.3K
|
1.42K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-162- 0.58% |
$35.2K - $42.9K
|
28K
$7.47M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.85KNew |
$620K - $755K
|
2.85K
$761K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
55KNew |
$12M - $14.6M
|
55K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
222+ 4.37% |
$48.3K - $58.8K
|
5.3K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-6K- 13.02% |
$1.3M - $1.59M
|
40.1K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
30.4K+ 110.1% |
$6.6M - $8.04M
|
58K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-31- 0.63% |
$6.74K - $8.21K
|
4.91K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-300- 17.43% |
$65.2K - $79.4K
|
1.42K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5- 23.81% |
$1.09K - $1.32K
|
16
$4.27K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.94K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
178+ 3.87% |
$38.7K - $47.1K
|
4.78K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 6.84% |
$8.48K - $10.3K
|
531
$142K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 1.73% |
$31.1K - $37.9K
|
8.13K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.3M+ 1.41% |
$282M - $344M
|
93.1M
$24.9B
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 0.98% |
$8.7K - $10.6K
|
4.04K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
168+ 7.25% |
$36.5K - $44.5K
|
2.48K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
845New |
$184K - $224K
|
845
$225K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.75KNew |
$2.12M - $2.58M
|
9.75K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.47K- 7.93% |
$319K - $388K
|
17K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
174+ 7.59% |
$37.8K - $46.1K
|
2.47K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.11KNew |
$241K - $293K
|
1.11K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-915- 7.69% |
$199K - $242K
|
11K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
9+ 9.0% |
$1.96K - $2.38K
|
109
$29.1K
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.16K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3K+ 19.42% |
$653K - $795K
|
18.5K
$4.93M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
75+ 1.94% |
$16.3K - $19.9K
|
3.94K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-27- 6.32% |
$5.87K - $7.15K
|
400
$107K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.66% |
$5K - $6.09K
|
3.49K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-33- 3.14% |
$7.17K - $8.74K
|
1.02K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-238- 2.84% |
$51.7K - $63K
|
8.16K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Park Circle CO
|
SELL
|
- |
-7.1K- 50.0% |
$1.54M - $1.88M
|
7.1K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$435 - $529
|
1.95K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-35.4K- 0.53% |
$7.69M - $9.37M
|
6.63M
$1.77B
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
129KNew |
$28M - $34.1M
|
129K
$34.4M
|