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 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
48+ 9.43% |
$11.3K - $14K
|
557
$171K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-59- 0.65% |
$13.9K - $17.3K
|
9.08K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
52+ 0.36% |
$12.2K - $15.2K
|
14.3K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
10+ 0.17% |
$2.35K - $2.92K
|
5.89K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.96K- 39.38% |
$1.17M - $1.45M
|
7.64K
$2.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.2% |
$23.5K - $29.2K
|
48.9K
$15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.61% |
$2.35K - $2.92K
|
1.63K
$499K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-992- 44.64% |
$233K - $290K
|
1.23K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10+ 0.79% |
$2.35K - $2.92K
|
1.28K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 0.09% |
$2.35K - $2.92K
|
10.6K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$235 - $292
|
4.36K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-177- 2.39% |
$41.6K - $51.8K
|
7.22K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12+ 0.41% |
$2.82K - $3.51K
|
2.95K
$904K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.13K- 4.5% |
$266K - $331K
|
24.1K
$7.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
13+ 0.84% |
$3.05K - $3.8K
|
1.56K
$479K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 3.47% |
$18.8K - $23.4K
|
2.23K
$682K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.8K+ 119.37% |
$2.54M - $3.16M
|
19.9K
$6.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
SELL
|
- |
-10- 0.6% |
$2.35K - $2.92K
|
1.65K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.63K+ 1.95% |
$1.56M - $1.94M
|
346K
$106M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
32+ 2.42% |
$7.51K - $9.36K
|
1.35K
$414K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
7+ 0.41% |
$1.64K - $2.05K
|
1.73K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-41.8K- 32.23% |
$9.81M - $12.2M
|
87.9K
$26.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-261- 7.01% |
$61.3K - $76.3K
|
3.46K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
200+ 28.33% |
$47K - $58.5K
|
906
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-97- 7.33% |
$22.8K - $28.4K
|
1.23K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
1.22K+ 28.45% |
$285K - $355K
|
5.49K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 6.25% |
$235 - $292
|
17
$5.21K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
450+ 8.83% |
$106K - $132K
|
5.55K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-7- 0.01% |
$1.64K - $2.05K
|
47.7K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 7.94% |
$2.42M - $3.02M
|
120K
$36.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
32K+ 90.49% |
$7.51M - $9.36M
|
67.4K
$20.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-6.93K- 8.75% |
$1.63M - $2.03M
|
72.2K
$22.1M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
169+ 222.37% |
$39.7K - $49.4K
|
245
$75.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.09K+ 26.12% |
$725K - $903K
|
14.9K
$4.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
52+ 5.0% |
$12.2K - $15.2K
|
1.09K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1+ 0.12% |
$235 - $292
|
834
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-227- 3.43% |
$53.3K - $66.4K
|
6.4K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-3- 0.36% |
$704 - $877
|
834
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-13- 0.11% |
$3.05K - $3.8K
|
11.5K
$3.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.57K+ 30.81% |
$368K - $459K
|
6.66K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 38.52% |
$238K - $296K
|
1.62K
$495K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2- 0.15% |
$470 - $585
|
1.34K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-10- 0.55% |
$2.35K - $2.92K
|
1.82K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-129- 1.22% |
$30.3K - $37.7K
|
10.4K
$3.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-156- 13.67% |
$36.6K - $45.6K
|
985
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-107- 6.51% |
$25.1K - $31.3K
|
1.54K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-16- 0.53% |
$3.76K - $4.68K
|
3K
$920K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.5K- 29.81% |
$3.18M - $3.96M
|
31.8K
$9.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.7K+ 7.47% |
$870K - $1.08M
|
53.3K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
717New |
$168K - $210K
|
717
$220K
|