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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.02K+ 8.35% |
$655K - $798K
|
39.1K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.33K+ 4.23% |
$506K - $617K
|
57.4K
$15.3M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.42K+ 39.46% |
$527K - $642K
|
8.57K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
159+ 3.3% |
$34.6K - $42.1K
|
4.98K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-202- 15.49% |
$43.9K - $53.5K
|
1.1K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 5.72% |
$11.5K - $14K
|
979
$261K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
528+ 0.59% |
$115K - $140K
|
89.5K
$23.9M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-309- 19.56% |
$67.2K - $81.8K
|
1.27K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-969- 15.48% |
$211K - $257K
|
5.29K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 2.34% |
$1.11M - $1.35M
|
224K
$59.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-750- 4.08% |
$163K - $199K
|
17.6K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
215+ 0.91% |
$46.7K - $56.9K
|
23.7K
$6.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-9.46K- 6.68% |
$2.06M - $2.5M
|
132K
$35.3M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 4.01% |
$3.86M - $4.7M
|
425K
$113M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-2- 3.64% |
$435 - $529
|
53
$14.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
147+ 3.68% |
$32K - $38.9K
|
4.15K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.1K+ 919.22% |
$10.4M - $12.7M
|
53.3K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49.8K- 45.11% |
$10.8M - $13.2M
|
60.6K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.71K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.98K+ 0.29% |
$866K - $1.05M
|
1.36M
$362M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.4K+ 437.68% |
$4.87M - $5.93M
|
27.5K
$7.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
117+ 5.49% |
$25.4K - $31K
|
2.25K
$600K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-361- 1.5% |
$78.5K - $95.6K
|
23.8K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17+ 0.81% |
$3.7K - $4.5K
|
2.11K
$563K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.04K+ 18.92% |
$225K - $274K
|
6.5K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
741+ 5.26% |
$161K - $196K
|
14.8K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
20+ 1.09% |
$4.35K - $5.29K
|
1.85K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-15- 1.03% |
$3.26K - $3.97K
|
1.44K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-396- 16.4% |
$86.1K - $105K
|
2.02K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.42% |
$21.7K - $26.5K
|
6.93K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
689+ 3.34% |
$150K - $182K
|
21.3K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
353+ 8.7% |
$76.7K - $93.5K
|
4.41K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-2- 0.2% |
$435 - $529
|
996
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-500- 4.84% |
$109K - $132K
|
9.83K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62K- 5.28% |
$352K - $429K
|
29.1K
$7.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.94K- 9.67% |
$1.07M - $1.31M
|
46.2K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
902New |
$196K - $239K
|
902
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 5.05% |
$21.7K - $26.5K
|
1.88K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.15K+ 11.33% |
$467K - $569K
|
21.1K
$5.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 8.88% |
$20.9K - $25.4K
|
1.18K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-93- 0.65% |
$20.2K - $24.6K
|
14.1K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
39New |
$8.48K - $10.3K
|
39
$10.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-616- 4.56% |
$134K - $163K
|
12.9K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.59% |
$152K - $185K
|
43.2K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
182+ 13.2% |
$39.6K - $48.2K
|
1.56K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.93K- 4.28% |
$1.07M - $1.31M
|
110K
$29.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.32K+ 12.09% |
$503K - $613K
|
21.5K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
41+ 3.92% |
$8.91K - $10.9K
|
1.09K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.74K- 13.73% |
$378K - $461K
|
10.9K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
140+ 5.81% |
$30.4K - $37.1K
|
2.55K
$680K
|