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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-502- 0.77% |
$118K - $147K
|
65.1K
$19.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
9+ 4.95% |
$2.11K - $2.63K
|
191
$58.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-130- 1.75% |
$30.5K - $38K
|
7.29K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.7% |
$239K - $298K
|
26.6K
$8.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$301K - $375K
|
1.28K
$393K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-120- 0.19% |
$28.2K - $35.1K
|
62.8K
$19.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.54K+ 7.5% |
$595K - $742K
|
36.4K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$704 - $877
|
1.01K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.27% |
$1.41K - $1.75K
|
2.19K
$670K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
200+ 4.29% |
$47K - $58.5K
|
4.87K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
49+ 0.7% |
$11.5K - $14.3K
|
7.03K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-38- 1.88% |
$8.92K - $11.1K
|
1.98K
$607K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
187+ 16.46% |
$43.9K - $54.7K
|
1.32K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1- 0.01% |
$235 - $292
|
8.1K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-63- 2.7% |
$14.8K - $18.4K
|
2.27K
$697K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
871+ 20.53% |
$204K - $255K
|
5.11K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
799+ 5.24% |
$188K - $234K
|
16K
$4.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-369- 4.88% |
$86.6K - $108K
|
7.19K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.69% |
$1.17K - $1.46K
|
729
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-7- 0.2% |
$1.64K - $2.05K
|
3.47K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-230- 0.62% |
$54K - $67.3K
|
37K
$11.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
66+ 7.36% |
$15.5K - $19.3K
|
963
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-74- 1.79% |
$17.4K - $21.6K
|
4.06K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
393+ 12.31% |
$92.3K - $115K
|
3.59K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.66KNew |
$859K - $1.07M
|
3.66K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-2- 0.02% |
$470 - $585
|
8.42K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-540- 2.49% |
$127K - $158K
|
21.2K
$6.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$470 - $585
|
4.07K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-67- 1.03% |
$15.7K - $19.6K
|
6.42K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-631- 19.41% |
$148K - $185K
|
2.62K
$803K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
13.2K+ 539.97% |
$3.11M - $3.87M
|
15.7K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
407+ 8.16% |
$95.6K - $119K
|
5.39K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-577- 12.45% |
$135K - $169K
|
4.06K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.37% |
$2.35K - $2.92K
|
2.74K
$839K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
515+ 8.49% |
$121K - $151K
|
6.58K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
3+ 0.18% |
$704 - $877
|
1.67K
$512K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.54% |
$2.11K - $2.63K
|
1.66K
$510K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-33- 2.13% |
$7.75K - $9.65K
|
1.52K
$465K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-40.3K- 25.18% |
$9.47M - $11.8M
|
120K
$36.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.59K+ 75.73% |
$843K - $1.05M
|
8.33K
$2.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.46% |
$15.3K - $19K
|
14.1K
$4.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.07K+ 28.57% |
$1.89M - $2.36M
|
36.3K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-235- 0.69% |
$55.2K - $68.7K
|
33.7K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.3K+ 27.95% |
$1.01M - $1.26M
|
19.7K
$6.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.04% |
$704 - $877
|
7.71K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
458+ 7.96% |
$108K - $134K
|
6.21K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-54- 1.11% |
$12.7K - $15.8K
|
4.79K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-77- 4.25% |
$18.1K - $22.5K
|
1.73K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
507+ 11.33% |
$119K - $148K
|
4.98K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.17K+ 35.19% |
$274K - $341K
|
4.48K
$1.37M
|