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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
133+ 7.66% |
$29.4K - $39.2K
|
1.87K
$484K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-23- 2.55% |
$5.08K - $6.78K
|
879
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
941New |
$208K - $277K
|
941
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.44K- 8.41% |
$318K - $424K
|
15.7K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-592- 7.99% |
$131K - $175K
|
6.82K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.43K+ 14311.76% |
$538K - $717K
|
2.45K
$635K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
10New |
$2.21K - $2.95K
|
10
$2.59K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-38.5K- 31.12% |
$8.51M - $11.3M
|
85.2K
$22.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
709+ 19.73% |
$157K - $209K
|
4.3K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.23K+ 5.92% |
$1.6M - $2.13M
|
129K
$33.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-999- 0.45% |
$221K - $294K
|
223K
$57.7M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-34- 0.94% |
$7.52K - $10K
|
3.57K
$924K
|
|
|
Jul 31, 2025
Q2 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-681- 2.98% |
$151K - $201K
|
22.2K
$5.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-479- 2.59% |
$106K - $141K
|
18K
$4.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
45+ 0.85% |
$9.95K - $13.3K
|
5.32K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 5.63% |
$16.7M - $22.2M
|
1.42M
$367M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
426New |
$94.2K - $126K
|
426
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-341- 2.58% |
$75.4K - $101K
|
12.9K
$3.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.19% |
$663 - $884
|
1.55K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-857- 51.69% |
$189K - $253K
|
801
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 10.49% |
$395K - $526K
|
15.2K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-155- 3.24% |
$34.3K - $45.7K
|
4.63K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
359+ 5.01% |
$79.3K - $106K
|
7.52K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-289- 3.46% |
$63.9K - $85.2K
|
8.06K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.95K+ 24.32% |
$432K - $576K
|
9.99K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.98K- 0.29% |
$880K - $1.17M
|
1.35M
$350M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
675+ 9.66% |
$149K - $199K
|
7.67K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
420+ 2.64% |
$92.8K - $124K
|
16.3K
$4.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
364+ 7.77% |
$80.5K - $107K
|
5.05K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-404- 0.82% |
$89.3K - $119K
|
48.6K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.9KNew |
$1.53M - $2.03M
|
6.9K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 0.45% |
$9.06K - $12.1K
|
9.15K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
267+ 25.48% |
$59K - $78.7K
|
1.32K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
$7.29K - $9.73K
|
33
$8.55K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-7- 0.75% |
$1.55K - $2.06K
|
932
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.49K- 0.91% |
$550K - $734K
|
270K
$70M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.72K- 10.77% |
$1.26M - $1.68M
|
47.3K
$12.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1K- 6.59% |
$221K - $295K
|
14.2K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
34+ 1.26% |
$7.52K - $10K
|
2.74K
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.06K- 3.03% |
$235K - $313K
|
34K
$8.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-147- 0.5% |
$32.5K - $43.3K
|
29K
$7.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
370+ 0.43% |
$81.8K - $109K
|
85.6K
$22.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
80+ 1.32% |
$17.7K - $23.6K
|
6.15K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-45- 0.34% |
$9.95K - $13.3K
|
13.1K
$3.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-5.47K- 87.37% |
$1.21M - $1.61M
|
790
$205K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-557- 10.15% |
$123K - $164K
|
4.93K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.9K- 12.69% |
$420K - $560K
|
13.1K
$3.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-232- 3.96% |
$51.3K - $68.4K
|
5.63K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.23K- 60.27% |
$492K - $656K
|
1.47K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-412- 35.03% |
$91.1K - $121K
|
764
$198K
|