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 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
66+ 2.92% |
$14.3K - $17.5K
|
2.33K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 3.19% |
$16.3K - $19.9K
|
2.28K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-200- 4.74% |
$43.5K - $52.9K
|
4.02K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 0.51% |
$16.3K - $19.9K
|
14.5K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.73K- 5.21% |
$1.03M - $1.25M
|
86.1K
$23M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-291- 2.6% |
$63.3K - $77K
|
10.9K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
812New |
$177K - $215K
|
812
$217K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
278+ 1.31% |
$60.4K - $73.6K
|
21.5K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-22- 1.37% |
$4.78K - $5.82K
|
1.58K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-465- 4.23% |
$101K - $123K
|
10.5K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
754+ 3.43% |
$164K - $200K
|
22.8K
$6.07M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.41K- 3.78% |
$307K - $373K
|
35.9K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
245+ 24.38% |
$53.3K - $64.9K
|
1.25K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-519- 24.81% |
$113K - $137K
|
1.57K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 149.31% |
$401K - $488K
|
3.08K
$822K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
139K+ 26.92% |
$30.2M - $36.8M
|
656K
$175M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-100- 1.29% |
$21.7K - $26.5K
|
7.67K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-288- 0.9% |
$62.6K - $76.2K
|
31.6K
$8.42M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 6.56% |
$376K - $458K
|
28.1K
$7.49M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.58KNew |
$343K - $418K
|
1.58K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
174+ 14.95% |
$37.8K - $46.1K
|
1.34K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-621- 0.85% |
$135K - $164K
|
72.5K
$19.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
333+ 2.97% |
$72.4K - $88.2K
|
11.5K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
11.2KNew |
$2.43M - $2.96M
|
11.2K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-500- 19.33% |
$109K - $132K
|
2.09K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14+ 0.27% |
$3.04K - $3.71K
|
5.22K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 6.36% |
$256K - $312K
|
17.4K
$4.63M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
121+ 9.07% |
$26.3K - $32K
|
1.46K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-47- 1.3% |
$10.2K - $12.4K
|
3.56K
$951K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 32.8% |
$420K - $512K
|
3.96K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
702+ 36.41% |
$153K - $186K
|
2.63K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33.7K+ 317.47% |
$7.33M - $8.93M
|
44.4K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-102- 7.08% |
$22.2K - $27K
|
1.34K
$357K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-436- 18.84% |
$94.8K - $115K
|
1.88K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
256+ 3.76% |
$55.7K - $67.8K
|
7.07K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.58K- 13.68% |
$1.21M - $1.48M
|
35.2K
$9.4M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-710- 1.24% |
$154K - $188K
|
56.4K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-59- 1.64% |
$12.8K - $15.6K
|
3.53K
$942K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
865+ 21.26% |
$188K - $229K
|
4.93K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
14+ 0.25% |
$3.04K - $3.71K
|
5.68K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
633+ 33.19% |
$138K - $168K
|
2.54K
$678K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
179+ 1.37% |
$38.9K - $47.4K
|
13.3K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.59K+ 8.98% |
$346K - $421K
|
19.3K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.04K- 2.44% |
$444K - $540K
|
81.8K
$21.8M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-985- 13.13% |
$214K - $261K
|
6.52K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-54- 3.37% |
$11.7K - $14.3K
|
1.55K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.54KNew |
$551K - $671K
|
2.54K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-65- 0.95% |
$14.1K - $17.2K
|
6.75K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.73K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1.04K
$277K
|