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
|
Montgomery Investment Management Inc
|
SELL
|
- |
-114- 0.3% |
$24.8K - $30.2K
|
37.9K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-605- 0.73% |
$132K - $160K
|
82.2K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.16KNew |
$470K - $572K
|
2.16K
$577K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.32K+ 5.7% |
$504K - $614K
|
43K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-751- 13.64% |
$163K - $199K
|
4.76K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.48KNew |
$1.84M - $2.25M
|
8.48K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
90+ 2.0% |
$19.6K - $23.8K
|
4.59K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
64+ 2.33% |
$13.9K - $16.9K
|
2.82K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.6KNew |
$348K - $424K
|
1.6K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-48- 4.92% |
$10.4K - $12.7K
|
927
$247K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20+ 0.98% |
$4.35K - $5.29K
|
2.06K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.56K- 17.68% |
$991K - $1.21M
|
21.2K
$5.66M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.28KNew |
$496K - $604K
|
2.28K
$608K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
386+ 21.84% |
$83.9K - $102K
|
2.15K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-562- 10.29% |
$122K - $149K
|
4.9K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
19.6K+ 3.67% |
$4.26M - $5.19M
|
554K
$148M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-50- 4.0% |
$10.9K - $13.2K
|
1.2K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
747+ 33.17% |
$162K - $198K
|
3K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.08% |
$870 - $1.06K
|
5.27K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
53+ 0.19% |
$11.5K - $14K
|
27.8K
$7.42M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-29- 0.32% |
$6.3K - $7.68K
|
8.97K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.9K- 19.73% |
$414K - $504K
|
7.74K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
183+ 2.61% |
$39.8K - $48.4K
|
7.19K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
PUT |
480New |
$104K - $127K
|
480
$128K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-116K- 40.18% |
$25.2M - $30.7M
|
173K
$46.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 9.33% |
$297K - $362K
|
16K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-17.1K- 14.21% |
$3.71M - $4.52M
|
103K
$27.5M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 32.34% |
$246K - $300K
|
4.63K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
34+ 0.19% |
$7.39K - $9K
|
17.6K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-71- 2.07% |
$15.4K - $18.8K
|
3.37K
$898K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-171- 7.77% |
$37.2K - $45.3K
|
2.03K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.01K+ 11.27% |
$438K - $533K
|
19.9K
$5.3M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
270+ 2.13% |
$58.7K - $71.5K
|
13K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
911New |
$198K - $241K
|
911
$243K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-91- 2.67% |
$19.8K - $24.1K
|
3.32K
$886K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
203+ 1.33% |
$44.1K - $53.7K
|
15.4K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
231+ 15.78% |
$50.2K - $61.2K
|
1.7K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-220- 2.75% |
$47.8K - $58.2K
|
7.78K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-174- 1.79% |
$37.8K - $46.1K
|
9.52K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-8.9K- 86.31% |
$1.93M - $2.36M
|
1.41K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.42% |
$1.09K - $1.32K
|
1.19K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
640+ 14.01% |
$139K - $169K
|
5.21K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.44K+ 1.87% |
$313K - $382K
|
78.4K
$20.9M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.1K- 24.51% |
$457K - $556K
|
6.47K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-727- 4.01% |
$158K - $192K
|
17.4K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-13- 0.27% |
$2.83K - $3.44K
|
4.79K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.77K- 5.76% |
$384K - $468K
|
28.9K
$7.71M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 0.35% |
$10.9K - $13.2K
|
14.3K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
189+ 59.81% |
$41.1K - $50K
|
505
$135K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.38KNew |
$299K - $364K
|
1.38K
$367K
|