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 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-180- 9.73% |
$39.8K - $53.1K
|
1.67K
$432K
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.4K+ 2.35% |
$2.96M - $3.94M
|
583K
$151M
|
|
Aug 07, 2025
Q2 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.86K- 1.51% |
$411K - $549K
|
122K
$31.5M
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-238- 19.04% |
$52.6K - $70.2K
|
1.01K
$262K
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
44+ 0.93% |
$9.73K - $13K
|
4.8K
$1.24M
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
16New |
$3.54K - $4.72K
|
16
$4.15K
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-4.9K- 3.7% |
$1.08M - $1.44M
|
127K
$33M
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-57- 2.86% |
$12.6K - $16.8K
|
1.94K
$502K
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
30+ 2.68% |
$6.63K - $8.84K
|
1.15K
$298K
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.74K+ 6.84% |
$384K - $512K
|
27.1K
$7.03M
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
415+ 2.39% |
$91.7K - $122K
|
17.8K
$4.61M
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
201K+ 9.49% |
$44.4M - $59.2M
|
2.32M
$601M
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 0.48% |
$4.2K - $5.6K
|
3.96K
$1.03M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
250+ 0.88% |
$55.3K - $73.7K
|
28.7K
$7.42M
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
337+ 11.82% |
$74.5K - $99.3K
|
3.19K
$826K
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-39K- 19.14% |
$8.62M - $11.5M
|
165K
$42.7M
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-175- 0.46% |
$38.7K - $51.6K
|
37.5K
$9.72M
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-10K- 9.98% |
$2.21M - $2.95M
|
90.3K
$23.4M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
4.07K+ 894.29% |
$899K - $1.2M
|
4.52K
$1.17M
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
220+ 2.25% |
$48.6K - $64.9K
|
9.99K
$2.59M
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-21.1K- 27.16% |
$4.66M - $6.22M
|
56.6K
$14.7M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 5.55% |
$244K - $325K
|
21K
$5.44M
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
25New |
$5.53K - $7.37K
|
25
$6.48K
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14+ 3.08% |
$3.09K - $4.13K
|
469
$122K
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
155+ 6.87% |
$34.3K - $45.7K
|
2.41K
$625K
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
155+ 6.09% |
$34.3K - $45.7K
|
2.7K
$700K
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
242+ 5.58% |
$53.5K - $71.3K
|
4.58K
$1.19M
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
14+ 0.4% |
$3.09K - $4.13K
|
3.51K
$910K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 8.64% |
$124K - $166K
|
5.95K
$1.54M
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
140+ 2.44% |
$30.9K - $41.3K
|
5.89K
$1.52M
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-164- 7.81% |
$36.2K - $48.3K
|
1.94K
$502K
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
845+ 10.67% |
$187K - $249K
|
8.77K
$2.27M
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
5+ 0.14% |
$1.11K - $1.47K
|
3.63K
$941K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
239+ 0.98% |
$52.8K - $70.5K
|
24.6K
$6.38M
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-100- 0.59% |
$22.1K - $29.5K
|
16.8K
$4.35M
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-206- 1.84% |
$45.5K - $60.7K
|
11K
$2.84M
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-73- 4.36% |
$16.1K - $21.5K
|
1.6K
$415K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-634- 3.45% |
$140K - $187K
|
17.8K
$4.6M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
221+ 2.86% |
$48.8K - $65.1K
|
7.96K
$2.06M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-157- 7.83% |
$34.7K - $46.3K
|
1.85K
$479K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.18% |
$221 - $295
|
86
$22.3K
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-221- 1.56% |
$48.8K - $65.1K
|
14K
$3.62M
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-111- 1.7% |
$24.5K - $32.7K
|
6.43K
$1.66M
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-155- 3.93% |
$34.3K - $45.7K
|
3.79K
$981K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
651+ 7.98% |
$144K - $192K
|
8.81K
$2.28M
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$3.98K - $5.31K
|
4.3K
$1.11M
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
786+ 3.9% |
$174K - $232K
|
21K
$5.43M
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-102K- 9.42% |
$22.5M - $30M
|
978K
$253M
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-237- 0.78% |
$52.4K - $69.9K
|
30K
$7.76M
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.45K- 4.0% |
$321K - $428K
|
34.9K
$9.04M
|