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 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
48+ 11.37% |
$10.6K - $14.1K
|
470
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
28+ 1.34% |
$6.19K - $8.25K
|
2.12K
$550K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
427+ 6.12% |
$94.4K - $126K
|
7.4K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-342- 1.97% |
$75.6K - $101K
|
17.1K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
134+ 1.06% |
$29.6K - $39.5K
|
12.8K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-19- 2.84% |
$4.2K - $5.6K
|
651
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.42K- 50.88% |
$977K - $1.3M
|
4.27K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
15.5K+ 83.81% |
$3.42M - $4.56M
|
33.9K
$8.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
16.6K+ 15.16% |
$3.68M - $4.91M
|
126K
$32.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-100- 0.34% |
$22.1K - $29.5K
|
29.6K
$7.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27K- 47.11% |
$5.97M - $7.96M
|
30.3K
$7.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
690New |
$153K - $203K
|
690
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
682New |
$151K - $201K
|
682
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$221 - $295
|
2.7K
$700K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-25- 0.64% |
$5.53K - $7.37K
|
3.89K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
63+ 2.8% |
$13.9K - $18.6K
|
2.31K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
177+ 20.0% |
$39.1K - $52.2K
|
1.06K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
188+ 17.11% |
$41.6K - $55.4K
|
1.29K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
648+ 9.84% |
$143K - $191K
|
7.23K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
98+ 24.08% |
$21.7K - $28.9K
|
505
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
1.46K+ 51.69% |
$322K - $429K
|
4.27K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2K- 8.11% |
$441K - $588K
|
22.6K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
48+ 3.37% |
$10.6K - $14.1K
|
1.47K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
126K+ 7.0% |
$27.8M - $37M
|
1.92M
$498M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
47.3K+ 7.33% |
$10.5M - $14M
|
693K
$180M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-54.7K- 38.57% |
$12.1M - $16.1M
|
87K
$22.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
73+ 8.59% |
$16.1K - $21.5K
|
923
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-97.1K- 30.65% |
$21.5M - $28.6M
|
220K
$56.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19+ 0.3% |
$4.2K - $5.6K
|
6.35K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-920- 9.77% |
$203K - $271K
|
8.5K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-479- 1.52% |
$106K - $141K
|
31.1K
$8.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.35KNew |
$298K - $398K
|
1.35K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
102KNew |
$22.6M - $30.2M
|
102K
$26.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.4K- 6.18% |
$530K - $707K
|
36.4K
$9.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
712New |
$157K - $210K
|
712
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
62.1KNew |
$13.7M - $18.3M
|
62.1K
$16.1M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-378- 1.31% |
$83.5K - $111K
|
28.5K
$7.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
206K+ 156.63% |
$45.5M - $60.6M
|
337K
$87.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.54K+ 1.97% |
$341K - $455K
|
80K
$20.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.33K- 1.29% |
$294K - $392K
|
102K
$26.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-721- 0.47% |
$159K - $213K
|
153K
$39.6M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.34K+ 2.56% |
$296K - $395K
|
53.7K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
760+ 11.81% |
$168K - $224K
|
7.2K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
98+ 0.15% |
$21.7K - $28.9K
|
64.6K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
554+ 18.18% |
$122K - $163K
|
3.6K
$933K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.08% |
$221 - $295
|
1.31K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
128+ 1.6% |
$28.3K - $37.7K
|
8.12K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
602+ 6.27% |
$133K - $177K
|
10.2K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.69K+ 90.58% |
$595K - $793K
|
5.66K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.11K+ 10.84% |
$246K - $328K
|
11.4K
$2.95M
|