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
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-349- 7.16% |
$81.9K - $102K
|
4.52K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-210- 3.49% |
$49.3K - $61.4K
|
5.82K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-178- 1.44% |
$41.8K - $52.1K
|
12.2K
$3.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-81- 0.46% |
$19K - $23.7K
|
17.7K
$5.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
265+ 0.9% |
$62.2K - $77.5K
|
29.6K
$9.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
1.68K+ 3.81% |
$395K - $492K
|
45.8K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-31- 3.24% |
$7.28K - $9.07K
|
925
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7- 0.5% |
$1.64K - $2.05K
|
1.39K
$425K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
27+ 1.4% |
$6.34K - $7.9K
|
1.96K
$599K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-551- 5.62% |
$129K - $161K
|
9.25K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
46+ 1.76% |
$10.8K - $13.5K
|
2.66K
$816K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 1.87% |
$3.99K - $4.97K
|
927
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-277- 1.49% |
$65K - $81K
|
18.4K
$5.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
45+ 2.88% |
$10.6K - $13.2K
|
1.61K
$493K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.81K- 17.67% |
$1.13M - $1.41M
|
22.4K
$6.87M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
2.6K+ 26.2% |
$611K - $761K
|
12.5K
$3.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7+ 0.8% |
$1.64K - $2.05K
|
886
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.91K+ 2.19% |
$1.15M - $1.44M
|
229K
$70M
|
|
|
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
|