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 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
646+ 6.62% |
$143K - $190K
|
10.4K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.54K- 53.14% |
$340K - $453K
|
1.36K
$351K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
682New |
$151K - $201K
|
682
$177K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
11.9K+ 147.6% |
$2.63M - $3.5M
|
19.9K
$5.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
316+ 5.94% |
$69.8K - $93.2K
|
5.63K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.54K+ 42.64% |
$341K - $455K
|
5.17K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-591- 8.92% |
$131K - $174K
|
6.03K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
86+ 5.08% |
$19K - $25.4K
|
1.78K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.77K+ 2.91% |
$1.5M - $2M
|
240K
$62.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
83+ 5.49% |
$18.3K - $24.5K
|
1.59K
$413K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.49K
$905K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
96+ 3.36% |
$21.2K - $28.3K
|
2.96K
$766K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-318- 1.7% |
$70.3K - $93.7K
|
18.4K
$4.77M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
744New |
$164K - $219K
|
744
$193K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
792New |
$175K - $233K
|
792
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-407- 1.91% |
$90K - $120K
|
20.9K
$5.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.27K+ 5.78% |
$722K - $963K
|
59.8K
$15.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-237- 1.71% |
$52.4K - $69.9K
|
13.6K
$3.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-450- 34.62% |
$99.5K - $133K
|
850
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 16.67% |
$884 - $1.18K
|
20
$5.18K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-75- 2.52% |
$16.6K - $22.1K
|
2.9K
$752K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15.3K- 21.09% |
$3.39M - $4.52M
|
57.4K
$14.9M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
31+ 1.83% |
$6.85K - $9.14K
|
1.73K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-2- 0.24% |
$442 - $590
|
817
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.7K+ 4.02% |
$376K - $501K
|
44K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-17- 1.06% |
$3.76K - $5.01K
|
1.59K
$413K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.43K+ 3.41% |
$757K - $1.01M
|
104K
$26.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
976New |
$216K - $288K
|
976
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
595+ 65.67% |
$132K - $175K
|
1.5K
$389K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-808- 38.1% |
$179K - $238K
|
1.31K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
64+ 12.45% |
$14.1K - $18.9K
|
578
$150K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-600- 13.04% |
$133K - $177K
|
4K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.03KNew |
$227K - $303K
|
1.03K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
420+ 2.8% |
$92.8K - $124K
|
15.4K
$3.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1- 0.01% |
$221 - $295
|
17.6K
$4.57M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 13.43% |
$1.99K - $2.65K
|
76
$19.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.16K- 93.98% |
$256K - $341K
|
74
$19.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.55K- 2.5% |
$343K - $457K
|
60.5K
$15.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.4K- 10.22% |
$2.51M - $3.35M
|
99.8K
$25.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
18+ 0.37% |
$3.98K - $5.31K
|
4.85K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
31+ 0.29% |
$6.85K - $9.14K
|
10.7K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6- 0.5% |
$1.33K - $1.77K
|
1.2K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 1.18% |
$16.6K - $22.1K
|
6.31K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
701+ 7.62% |
$155K - $207K
|
9.91K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15+ 0.85% |
$3.32K - $4.42K
|
1.79K
$463K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 1.23% |
$442 - $590
|
164
$42.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 5.78% |
$2.21K - $2.95K
|
183
$47.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.24K+ 1.77% |
$275K - $366K
|
71.6K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.6K+ 766.67% |
$1.02M - $1.36M
|
5.2K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-490- 21.43% |
$108K - $144K
|
1.8K
$465K
|