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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
54+ 2.31% |
$11.7K - $14.3K
|
2.39K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.1K+ 44.82% |
$239K - $291K
|
3.55K
$948K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
196+ 8.53% |
$42.6K - $51.9K
|
2.5K
$666K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
2.62K+ 3.92% |
$570K - $694K
|
69.6K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
17+ 1.49% |
$3.7K - $4.5K
|
1.16K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.04% |
$652 - $794
|
7.81K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.05KNew |
$228K - $278K
|
1.05K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.16KNew |
$1.56M - $1.9M
|
7.16K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.85KNew |
$1.05M - $1.28M
|
4.85K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 1.06% |
$259K - $315K
|
111K
$29.7M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.35K+ 29.45% |
$1.38M - $1.68M
|
27.9K
$7.44M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9+ 1.5% |
$1.96K - $2.38K
|
609
$163K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-200- 15.4% |
$43.5K - $52.9K
|
1.1K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-33- 0.52% |
$7.17K - $8.74K
|
6.33K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
346+ 24.73% |
$75.2K - $91.6K
|
1.75K
$466K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-69- 1.93% |
$15K - $18.3K
|
3.51K
$937K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
305+ 1.64% |
$66.3K - $80.7K
|
18.9K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.28K+ 5.57% |
$712K - $867K
|
62.1K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-125- 4.99% |
$27.2K - $33.1K
|
2.38K
$636K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-13.8K- 13.44% |
$3M - $3.66M
|
89K
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
500+ 2.52% |
$109K - $132K
|
20.3K
$5.42M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
584+ 32.32% |
$127K - $155K
|
2.39K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$217 - $265
|
1.94K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.88K- 10.17% |
$843K - $1.03M
|
34.2K
$9.14M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
648+ 8.18% |
$141K - $172K
|
8.57K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-46- 1.33% |
$10K - $12.2K
|
3.42K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-558- 0.36% |
$121K - $148K
|
154K
$41.1M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.23K+ 1.25% |
$268K - $327K
|
100K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.95K- 26.14% |
$859K - $1.05M
|
11.2K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 5.35% |
$10.9K - $13.2K
|
984
$263K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.8K- 4.71% |
$390K - $475K
|
36.3K
$9.7M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3.07K- 11.33% |
$668K - $813K
|
24K
$6.42M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
83+ 1.19% |
$18K - $22K
|
7.05K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
12+ 0.65% |
$2.61K - $3.18K
|
1.86K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.45% |
$217 - $265
|
68
$18.1K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.28K- 9.73% |
$714K - $869K
|
30.5K
$8.13M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-32.3K- 27.92% |
$7.01M - $8.54M
|
83.3K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.87K- 3.88% |
$841K - $1.02M
|
95.9K
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-651- 16.98% |
$142K - $172K
|
3.18K
$849K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6K+ 7.6% |
$4.71M - $5.73M
|
307K
$81.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-20.1K- 22.19% |
$4.37M - $5.32M
|
70.4K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.78K+ 58.47% |
$1.26M - $1.53M
|
15.7K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.22K- 2.13% |
$265K - $323K
|
55.9K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
100+ 0.98% |
$21.7K - $26.5K
|
10.4K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-158- 7.31% |
$34.3K - $41.8K
|
2K
$535K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.56K+ 7.68% |
$557K - $678K
|
35.9K
$9.58M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-25- 2.4% |
$5.44K - $6.62K
|
1.02K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
451+ 1.63% |
$98K - $119K
|
28.2K
$7.52M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
265+ 0.97% |
$57.6K - $70.2K
|
27.6K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-969- 3.86% |
$211K - $257K
|
24.1K
$6.43M
|