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 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.61K- 12.23% |
$568K - $691K
|
18.7K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.28KNew |
$277K - $338K
|
1.28K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.89K+ 15.44% |
$1.28M - $1.56M
|
44K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 52.78% |
$287K - $350K
|
3.82K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-152- 6.08% |
$33K - $40.2K
|
2.35K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.47K- 29.6% |
$318K - $388K
|
3.49K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
963New |
$209K - $255K
|
963
$257K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
64+ 2.23% |
$13.9K - $16.9K
|
2.94K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
11+ 0.77% |
$2.39K - $2.91K
|
1.43K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.9K+ 7.06% |
$20.2M - $24.6M
|
1.41M
$376M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-2.1K- 36.84% |
$457K - $556K
|
3.6K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
299+ 14.23% |
$65K - $79.2K
|
2.4K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.57K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
857New |
$186K - $227K
|
857
$229K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
111+ 11.43% |
$24.1K - $29.4K
|
1.08K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.3K+ 130.01% |
$283K - $345K
|
2.31K
$616K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.85K+ 92.3% |
$401K - $489K
|
3.85K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-290- 59.18% |
$63K - $76.8K
|
200
$53.4K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-2.49K- 32.71% |
$541K - $659K
|
5.12K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
11.7K+ 1155.7% |
$2.54M - $3.09M
|
12.7K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-117- 2.19% |
$25.4K - $31K
|
5.23K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
241+ 0.86% |
$52.4K - $63.8K
|
28.4K
$7.57M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-622- 1.6% |
$135K - $165K
|
38.1K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-340- 0.51% |
$73.9K - $90K
|
66.3K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-163- 2.18% |
$35.4K - $43.2K
|
7.32K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.61% |
$2.17K - $2.65K
|
1.66K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-5- 0.07% |
$1.09K - $1.32K
|
7.63K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.33K- 28.35% |
$288K - $351K
|
3.35K
$893K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-56.8K- 8.28% |
$12.3M - $15M
|
629K
$168M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19.8K- 99.6% |
$4.31M - $5.25M
|
80
$21.3K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
343+ 26.06% |
$74.6K - $90.8K
|
1.66K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
8.38K+ 13.53% |
$1.82M - $2.22M
|
70.3K
$18.8M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$219K - $267K
|
1.01K
$269K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-635- 41.4% |
$138K - $168K
|
899
$240K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-597- 6.09% |
$130K - $158K
|
9.21K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.14% |
$870 - $1.06K
|
2.92K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
64+ 2.27% |
$13.9K - $16.9K
|
2.89K
$770K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.45% |
$1.09K - $1.32K
|
1.13K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-384- 4.92% |
$83.5K - $102K
|
7.42K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.57% |
$10.9K - $13.2K
|
8.67K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
300+ 6.2% |
$65.2K - $79.4K
|
5.14K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
595K+ 134.28% |
$129M - $158M
|
1.04M
$277M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
18+ 0.31% |
$3.91K - $4.77K
|
5.75K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-18- 0.47% |
$3.91K - $4.77K
|
3.85K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.14K- 22.06% |
$466K - $567K
|
7.57K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-162- 1.49% |
$35.2K - $42.9K
|
10.7K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
11.6KNew |
$2.52M - $3.07M
|
11.6K
$3.09M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
126+ 168.0% |
$27.4K - $33.4K
|
201
$53.6K
|
|
|
May 07, 2025
Q1 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
29.1KNew |
$6.33M - $7.7M
|
29.1K
$7.77M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
49+ 2.23% |
$10.7K - $13K
|
2.24K
$599K
|