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 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
104+ 10.61% |
$24.4K - $30.4K
|
1.08K
$340K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
457+ 35.82% |
$107K - $134K
|
1.73K
$544K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.95KNew |
$459K - $571K
|
1.95K
$613K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
169+ 2.89% |
$39.7K - $49.4K
|
6.02K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.11K+ 20.54% |
$261K - $325K
|
6.53K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.33K+ 80.96% |
$312K - $388K
|
2.97K
$930K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-234- 3.89% |
$54.9K - $68.4K
|
5.78K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-103- 6.63% |
$24.2K - $30.1K
|
1.45K
$455K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
648+ 1.91% |
$152K - $190K
|
34.6K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 153.85% |
$4.7K - $5.85K
|
33
$10.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
150+ 3.13% |
$35.2K - $43.9K
|
4.94K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-345- 5.06% |
$81K - $101K
|
6.47K
$2.03M
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.3K- 1.26% |
$1.01M - $1.26M
|
337K
$106M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-100- 4.5% |
$23.5K - $29.2K
|
2.12K
$666K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 1.07% |
$29.3K - $36.6K
|
11.6K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.28K+ 55.28% |
$1.47M - $1.84M
|
17.6K
$5.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.35K+ 10.89% |
$551K - $686K
|
23.9K
$7.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 14.8% |
$263K - $328K
|
8.69K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
148+ 4.77% |
$34.7K - $43.3K
|
3.25K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-346- 4.77% |
$81.2K - $101K
|
6.91K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 0.25% |
$4.93K - $6.14K
|
8.59K
$2.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-175- 1.78% |
$41.1K - $51.2K
|
9.67K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5+ 0.42% |
$1.17K - $1.46K
|
1.2K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
538+ 2.48% |
$126K - $157K
|
22.3K
$6.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-68- 0.76% |
$16K - $19.9K
|
8.94K
$2.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 2.03% |
$30.8K - $38.3K
|
6.33K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
80+ 1.71% |
$18.8K - $23.4K
|
4.75K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.93K- 12.28% |
$1.16M - $1.44M
|
35.2K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-48- 1.49% |
$11.3K - $14K
|
3.18K
$996K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-197- 6.95% |
$46.2K - $57.6K
|
2.64K
$827K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-189- 1.35% |
$44.4K - $55.3K
|
13.8K
$4.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-522- 10.57% |
$123K - $153K
|
4.42K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-3- 0.09% |
$704 - $877
|
3.31K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-136- 7.77% |
$31.9K - $39.8K
|
1.61K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-169- 4.57% |
$39.7K - $49.4K
|
3.53K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3+ 0.22% |
$704 - $877
|
1.38K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3- 0.16% |
$704 - $877
|
1.88K
$591K
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-21- 2.86% |
$4.93K - $6.14K
|
712
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
221+ 12.66% |
$51.9K - $64.6K
|
1.97K
$617K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.16KNew |
$507K - $632K
|
2.16K
$678K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
358+ 17.31% |
$84K - $105K
|
2.43K
$761K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
160+ 1.57% |
$37.6K - $46.8K
|
10.3K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-289- 21.98% |
$67.8K - $84.5K
|
1.03K
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-208- 2.96% |
$48.8K - $60.8K
|
6.81K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 1.06% |
$2.35K - $2.92K
|
955
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7+ 0.46% |
$1.64K - $2.05K
|
1.54K
$483K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
127+ 3.93% |
$29.8K - $37.1K
|
3.36K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 0.31% |
$2.58K - $3.22K
|
3.57K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-141- 0.6% |
$33.1K - $41.2K
|
23.2K
$7.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.48% |
$1.17K - $1.46K
|
1.05K
$329K
|