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
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
17New |
$3.7K - $4.5K
|
17
$4.54K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.16K+ 68.45% |
$1.12M - $1.37M
|
12.7K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.5K- 2.07% |
$2.5M - $3.05M
|
546K
$146M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
29.7KNew |
$6.46M - $7.86M
|
29.7K
$7.93M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
954New |
$207K - $253K
|
954
$255K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.24K- 1.89% |
$270K - $329K
|
64.5K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-62- 1.64% |
$13.5K - $16.4K
|
3.73K
$994K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
885New |
$192K - $234K
|
885
$236K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
600+ 3.29% |
$130K - $159K
|
18.9K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.44K- 2.19% |
$747K - $909K
|
154K
$41M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
664+ 0.61% |
$144K - $176K
|
109K
$29.1M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-276- 12.99% |
$60K - $73.1K
|
1.85K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.3KNew |
$283K - $344K
|
1.3K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$435 - $529
|
4.58K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
328New |
$71.3K - $86.8K
|
328
$87.5K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.28K- 34.03% |
$495K - $602K
|
4.41K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-541K- 43.93% |
$118M - $143M
|
690K
$184M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29.7K+ 561.23% |
$6.47M - $7.87M
|
35K
$9.35M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-185K- 99.11% |
$40.2M - $49M
|
1.66K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
41+ 0.19% |
$8.91K - $10.9K
|
21.5K
$5.72M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-126- 5.77% |
$27.4K - $33.4K
|
2.06K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-196- 3.42% |
$42.6K - $51.9K
|
5.53K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-229- 4.15% |
$49.8K - $60.6K
|
5.29K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
220+ 3.45% |
$47.8K - $58.2K
|
6.6K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-133K- 45.88% |
$29M - $35.3M
|
157K
$42M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.46K
$656K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-18- 0.51% |
$3.91K - $4.77K
|
3.54K
$944K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.23K+ 2.48% |
$1.14M - $1.38M
|
216K
$57.6M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-18- 0.75% |
$3.91K - $4.77K
|
2.38K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-6.77K- 12.87% |
$1.47M - $1.79M
|
45.9K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13- 0.6% |
$2.83K - $3.44K
|
2.16K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.04K- 21.71% |
$226K - $276K
|
3.75K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7+ 41.18% |
$1.52K - $1.85K
|
24
$6.4K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
25.3K+ 233.1% |
$5.5M - $6.7M
|
36.2K
$9.65M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45K+ 10.66% |
$1.62M - $1.97M
|
77.3K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.59K- 52.88% |
$1.43M - $1.74M
|
5.87K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-69- 5.72% |
$15K - $18.3K
|
1.14K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-4.61K- 0.71% |
$1M - $1.22M
|
646K
$173M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.51K- 57.99% |
$547K - $666K
|
1.82K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-24- 0.86% |
$5.22K - $6.35K
|
2.75K
$734K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
54+ 2.84% |
$11.7K - $14.3K
|
1.96K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
207+ 5.88% |
$45K - $54.8K
|
3.73K
$995K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.07% |
$435 - $529
|
3.02K
$806K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
23.7K+ 4.34% |
$5.15M - $6.28M
|
570K
$152M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-175- 1.58% |
$38K - $46.3K
|
10.9K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.25KNew |
$271K - $330K
|
1.25K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 1.29% |
$4.57K - $5.56K
|
1.64K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
23.7K+ 2133.0% |
$5.16M - $6.28M
|
24.8K
$6.63M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$234K - $285K
|
1.08K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
404+ 1.31% |
$87.8K - $107K
|
31.3K
$8.34M
|