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 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 64.99% |
$248K - $302K
|
2.89K
$772K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
958+ 1.86% |
$208K - $254K
|
52.4K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-523- 13.8% |
$114K - $138K
|
3.27K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.77K+ 7.75% |
$385K - $469K
|
24.6K
$6.57M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-21- 0.4% |
$4.57K - $5.56K
|
5.25K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
87+ 68.5% |
$18.9K - $23K
|
214
$57.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.08K+ 102.31% |
$888K - $1.08M
|
8.07K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
15+ 0.96% |
$3.26K - $3.97K
|
1.58K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-150- 8.81% |
$32.6K - $39.7K
|
1.55K
$414K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.8K+ 146.67% |
$6.03M - $7.35M
|
46.7K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-25- 0.18% |
$5.44K - $6.62K
|
13.9K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
194+ 17.93% |
$42.2K - $51.4K
|
1.28K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 3.96% |
$28.9K - $35.2K
|
3.22K
$860K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-123- 1.51% |
$26.7K - $32.6K
|
8.01K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-71- 2.26% |
$15.4K - $18.8K
|
3.07K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.75KNew |
$381K - $464K
|
1.75K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-80- 1.25% |
$17.4K - $21.2K
|
6.34K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
4.74K+ 142.84% |
$1.03M - $1.25M
|
8.05K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.42K+ 27.63% |
$1.4M - $1.7M
|
29.7K
$7.92M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
121+ 6.63% |
$26.3K - $32K
|
1.95K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-63- 0.34% |
$13.7K - $16.7K
|
18.4K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 45.45% |
$109K - $132K
|
600
$160K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.23K- 2.37% |
$267K - $325K
|
50.5K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
442+ 9.14% |
$96.1K - $117K
|
5.28K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.35K+ 55.1% |
$511K - $622K
|
6.62K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-104- 1.92% |
$22.6K - $27.5K
|
5.32K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-210K- 55.99% |
$45.7M - $55.7M
|
165K
$44.1M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
32.9K+ 70.91% |
$7.15M - $8.71M
|
79.3K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.67K- 71.58% |
$797K - $970K
|
1.46K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-18.8K- 8.44% |
$4.08M - $4.97M
|
204K
$54.4M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-132- 13.62% |
$28.7K - $34.9K
|
837
$223K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.24% |
$217 - $265
|
422
$113K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 14.79% |
$382K - $465K
|
10.1K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 4.05% |
$35K - $42.6K
|
4.13K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-64- 1.4% |
$13.9K - $16.9K
|
4.52K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
79+ 1.28% |
$17.2K - $20.9K
|
6.23K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-42- 1.77% |
$9.13K - $11.1K
|
2.33K
$623K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 43.5% |
$633K - $770K
|
9.6K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
857+ 1.36% |
$186K - $227K
|
63.9K
$17M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.11KNew |
$242K - $294K
|
1.11K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-115- 4.39% |
$25K - $30.4K
|
2.51K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.2% |
$2.61K - $3.18K
|
6.01K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-144- 2.38% |
$31.3K - $38.1K
|
5.89K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.05K+ 10.45% |
$228K - $277K
|
11.1K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
267+ 8.24% |
$58K - $70.7K
|
3.51K
$936K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-47- 0.57% |
$10.2K - $12.4K
|
8.16K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
587+ 17.57% |
$128K - $155K
|
3.93K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-20.2K- 85.77% |
$4.39M - $5.35M
|
3.35K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-160- 15.28% |
$34.8K - $42.4K
|
887
$237K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.36% |
$1.3K - $1.59K
|
1.68K
$449K
|