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
|
Garner Asset Management Corp
|
SELL
|
- |
-677- 5.5% |
$147K - $179K
|
11.6K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6K+ 312.5% |
$1.3M - $1.59M
|
7.92K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.16K- 7.81% |
$686K - $836K
|
37.3K
$9.95M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.27% |
$1.09K - $1.32K
|
1.87K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.35K+ 11.58% |
$729K - $887K
|
32.3K
$8.62M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-36- 29.75% |
$7.83K - $9.53K
|
85
$22.7K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
886+ 58.21% |
$193K - $235K
|
2.41K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-185- 6.81% |
$40.2K - $49K
|
2.53K
$676K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.16K+ 75.36% |
$252K - $307K
|
2.7K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-50- 0.91% |
$10.9K - $13.2K
|
5.44K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
59.7K+ 22.9% |
$13M - $15.8M
|
321K
$85.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.29K- 8.58% |
$715K - $871K
|
35.1K
$9.35M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.25K+ 4.48% |
$272K - $331K
|
29.2K
$7.78M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
9+ 0.24% |
$1.96K - $2.38K
|
3.73K
$995K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-196- 5.36% |
$42.6K - $51.9K
|
3.46K
$924K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-800- 15.89% |
$174K - $212K
|
4.24K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-100- 2.49% |
$21.7K - $26.5K
|
3.91K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-22- 0.13% |
$4.78K - $5.82K
|
16.9K
$4.5M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
500New |
$109K - $132K
|
500
$133K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10+ 3.03% |
$2.17K - $2.65K
|
340
$90.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.1K+ 16.35% |
$3.73M - $4.54M
|
122K
$32.6M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.23% |
$652 - $794
|
1.32K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.06KNew |
$231K - $282K
|
1.06K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13+ 1.28% |
$2.83K - $3.44K
|
1.03K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
537+ 35.4% |
$117K - $142K
|
2.05K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
550+ 8.5% |
$120K - $146K
|
7.02K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.19K- 0.45% |
$258K - $315K
|
263K
$70.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
596+ 3.73% |
$130K - $158K
|
16.6K
$4.43M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.02K+ 1.21% |
$222K - $270K
|
85.3K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-177- 0.36% |
$38.5K - $46.9K
|
49.4K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-462- 21.02% |
$100K - $122K
|
1.74K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
46+ 0.19% |
$10K - $12.2K
|
23.7K
$6.33M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.86KNew |
$839K - $1.02M
|
3.86K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.35K- 3.07% |
$293K - $357K
|
42.6K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-41.4K- 12.0% |
$8.99M - $11M
|
303K
$80.9M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-96- 2.89% |
$20.9K - $25.4K
|
3.23K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-88- 6.32% |
$19.1K - $23.3K
|
1.3K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18+ 51.43% |
$3.91K - $4.77K
|
53
$14.1K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
795+ 7.57% |
$173K - $210K
|
11.3K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.25% |
$2.17K - $2.65K
|
4.04K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.12% |
$5.65K - $6.88K
|
2.3K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
89+ 1.36% |
$19.3K - $23.6K
|
6.62K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-17.8K- 77.45% |
$3.88M - $4.72M
|
5.19K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-500- 5.08% |
$109K - $132K
|
9.34K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
223+ 2.22% |
$48.5K - $59K
|
10.3K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$435 - $529
|
1.01K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.48K- 2.4% |
$321K - $391K
|
60K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-939- 16.92% |
$204K - $249K
|
4.61K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
45+ 2.02% |
$9.78K - $11.9K
|
2.28K
$608K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
276+ 8.56% |
$60K - $73.1K
|
3.5K
$934K
|