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 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
381+ 2.01% |
$89.4K - $111K
|
19.4K
$5.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$800K - $997K
|
3.41K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-2.36K- 12.77% |
$553K - $689K
|
16.1K
$4.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 1.42% |
$1.17K - $1.46K
|
356
$110K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25- 0.9% |
$5.87K - $7.31K
|
2.76K
$853K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
299+ 9.1% |
$70.2K - $87.4K
|
3.59K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.64K+ 81.06% |
$619K - $771K
|
5.89K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
176+ 1.64% |
$41.3K - $51.5K
|
10.9K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
79+ 3.02% |
$18.5K - $23.1K
|
2.7K
$834K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
39+ 5.51% |
$9.16K - $11.4K
|
747
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
155+ 1.58% |
$36.4K - $45.3K
|
9.97K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-15- 0.67% |
$3.52K - $4.39K
|
2.23K
$691K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
311+ 42.37% |
$73K - $91K
|
1.05K
$323K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2- 0.02% |
$470 - $585
|
12.1K
$3.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
247+ 6.63% |
$58K - $72.2K
|
3.97K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
339+ 2.09% |
$79.6K - $99.1K
|
16.6K
$5.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
101+ 2.95% |
$23.7K - $29.5K
|
3.52K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28+ 8.43% |
$6.57K - $8.19K
|
360
$111K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-83- 3.37% |
$19.5K - $24.3K
|
2.38K
$735K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
458+ 12.7% |
$108K - $134K
|
4.06K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
19.1K+ 460.07% |
$4.48M - $5.58M
|
23.2K
$7.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.06% |
$235 - $292
|
1.56K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-101- 9.74% |
$23.7K - $29.5K
|
936
$289K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-105- 5.9% |
$24.7K - $30.7K
|
1.68K
$518K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25+ 1.97% |
$5.87K - $7.31K
|
1.3K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-74- 0.81% |
$17.4K - $21.6K
|
9.07K
$2.81M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.7K- 0.36% |
$635K - $791K
|
740K
$229M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
940New |
$221K - $275K
|
940
$291K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-185- 3.92% |
$43.4K - $54.1K
|
4.53K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
50+ 2.4% |
$11.7K - $14.6K
|
2.14K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
100+ 5.78% |
$23.5K - $29.2K
|
1.83K
$565K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 1.63% |
$3.29K - $4.09K
|
872
$270K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
17.7KNew |
$4.16M - $5.18M
|
17.7K
$5.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
242+ 31.76% |
$56.8K - $70.8K
|
1K
$310K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
560+ 4.31% |
$131K - $164K
|
13.6K
$4.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
687+ 78.07% |
$161K - $201K
|
1.57K
$484K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.46K+ 6.96% |
$343K - $428K
|
22.5K
$6.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
20.9K+ 61.54% |
$4.9M - $6.11M
|
54.8K
$16.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.98K- 87.98% |
$934K - $1.16M
|
544
$168K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
318+ 15.01% |
$74.7K - $93K
|
2.44K
$753K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.83K- 1.62% |
$430K - $536K
|
111K
$34.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.8K+ 82.47% |
$5.36M - $6.68M
|
50.5K
$15.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.2K+ 27.11% |
$282K - $351K
|
5.63K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
56+ 2.87% |
$13.1K - $16.4K
|
2K
$619K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-10- 3.5% |
$2.35K - $2.92K
|
276
$85.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.12% |
$939 - $1.17K
|
3.4K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
72.2K+ 439.03% |
$17M - $21.1M
|
88.7K
$27.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.61K- 7.43% |
$848K - $1.06M
|
45K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.19KNew |
$278K - $347K
|
1.19K
$366K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-40.2K- 9.1% |
$9.44M - $11.8M
|
402K
$124M
|