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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-366- 5.42% |
$85.9K - $107K
|
6.38K
$1.9M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-3- 0.15% |
$704 - $877
|
2.05K
$610K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-290- 0.68% |
$68.1K - $84.8K
|
42.4K
$12.6M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
102+ 1.19% |
$23.9K - $29.8K
|
8.68K
$2.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
59+ 4.77% |
$13.9K - $17.3K
|
1.3K
$385K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
759New |
$178K - $222K
|
759
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
633+ 4.04% |
$149K - $185K
|
16.3K
$4.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
29+ 0.69% |
$6.81K - $8.48K
|
4.21K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-2- 0.15% |
$470 - $585
|
1.29K
$383K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.6K+ 3.77% |
$2.96M - $3.69M
|
347K
$103M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-191- 12.84% |
$44.8K - $55.9K
|
1.3K
$385K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
88+ 2.7% |
$20.7K - $25.7K
|
3.35K
$996K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$367K - $457K
|
1.56K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2K+ 6.76% |
$470K - $585K
|
31.6K
$9.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
53New |
$12.4K - $15.5K
|
53
$15.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
953New |
$224K - $279K
|
953
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
415+ 5.61% |
$97.4K - $121K
|
7.82K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 3.31% |
$267K - $333K
|
33.2K
$9.88M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.34K- 5.52% |
$314K - $391K
|
22.9K
$6.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-318- 2.48% |
$74.7K - $93K
|
12.5K
$3.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.34K- 18.76% |
$314K - $391K
|
5.79K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-5- 0.22% |
$1.17K - $1.46K
|
2.26K
$670K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.82K+ 3.56% |
$1.6M - $1.99M
|
198K
$58.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-160- 3.63% |
$37.6K - $46.8K
|
4.25K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.72K+ 2.16% |
$404K - $503K
|
81.4K
$24.2M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-420- 1.82% |
$98.6K - $123K
|
22.7K
$6.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
299+ 2.94% |
$70.2K - $87.4K
|
10.5K
$3.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-9.57K- 19.86% |
$2.25M - $2.8M
|
38.6K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-316- 11.86% |
$74.2K - $92.4K
|
2.35K
$698K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-161- 4.86% |
$37.8K - $47.1K
|
3.15K
$936K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
146+ 11.81% |
$34.3K - $42.7K
|
1.38K
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
82+ 1.72% |
$19.3K - $24K
|
4.84K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
1.54KNew |
$362K - $450K
|
1.54K
$458K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-145- 4.04% |
$34K - $42.4K
|
3.45K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
40+ 2.96% |
$9.39K - $11.7K
|
1.39K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
288+ 17.25% |
$67.6K - $84.2K
|
1.96K
$582K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-315- 5.12% |
$74K - $92.1K
|
5.84K
$1.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
514+ 8.0% |
$121K - $150K
|
6.94K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
166K+ 75.46% |
$39.1M - $48.7M
|
387K
$115M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
835New |
$196K - $244K
|
835
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.3K+ 35.36% |
$540K - $673K
|
8.81K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
95+ 8.64% |
$22.3K - $27.8K
|
1.2K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
55+ 0.7% |
$12.9K - $16.1K
|
7.88K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.07% |
$2.35K - $2.92K
|
13.6K
$4.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
173+ 14.56% |
$40.6K - $50.6K
|
1.36K
$404K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.48K+ 11.3% |
$1.29M - $1.6M
|
54K
$16M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
64+ 1.38% |
$15K - $18.7K
|
4.7K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-363- 2.04% |
$85.2K - $106K
|
17.5K
$5.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
72+ 0.69% |
$16.9K - $21.1K
|
10.6K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-195- 6.72% |
$45.8K - $57K
|
2.71K
$805K
|
|