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 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
840+ 16.65% |
$186K - $248K
|
5.89K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
25+ 1.33% |
$5.53K - $7.37K
|
1.9K
$492K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
400+ 40.65% |
$88.4K - $118K
|
1.38K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
351New |
$77.6K - $103K
|
351
$90.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
687New |
$152K - $203K
|
687
$178K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.41K+ 112.05% |
$754K - $1.01M
|
6.46K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-17- 0.05% |
$3.76K - $5.01K
|
35.6K
$9.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
44+ 2.8% |
$9.73K - $13K
|
1.62K
$419K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.2K+ 72.28% |
$265K - $353K
|
2.85K
$739K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
94+ 8.48% |
$20.8K - $27.7K
|
1.2K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-6- 1.35% |
$1.33K - $1.77K
|
438
$113K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-313- 12.34% |
$69.2K - $92.3K
|
2.22K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
1.06K+ 4.45% |
$233K - $311K
|
24.8K
$6.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-213- 20.25% |
$47.1K - $62.8K
|
839
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
477+ 2.86% |
$105K - $141K
|
17.1K
$4.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
744+ 78.4% |
$164K - $219K
|
1.69K
$439K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48.2K- 90.41% |
$10.7M - $14.2M
|
5.11K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.84K+ 6.34% |
$849K - $1.13M
|
64.5K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
48+ 4.31% |
$10.6K - $14.1K
|
1.16K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-607- 4.81% |
$134K - $179K
|
12K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
343K+ 449.29% |
$75.9M - $101M
|
420K
$109M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-595- 11.78% |
$132K - $175K
|
4.46K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.54K+ 68.61% |
$341K - $455K
|
3.79K
$982K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-25- 0.6% |
$5.53K - $7.37K
|
4.12K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.46K- 60.22% |
$545K - $726K
|
1.63K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
63New |
$13.9K - $18.6K
|
63
$16.3K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.84K- 8.16% |
$406K - $542K
|
20.7K
$5.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
253+ 7.15% |
$55.9K - $74.6K
|
3.79K
$982K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.2K- 16.79% |
$928K - $1.24M
|
20.8K
$5.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
984+ 1.54% |
$217K - $290K
|
64.8K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.47K- 32.21% |
$324K - $433K
|
3.09K
$801K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-26.1K- 16.59% |
$5.78M - $7.7M
|
131K
$34M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
113+ 7.23% |
$25K - $33.3K
|
1.68K
$434K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
11.3K+ 2.23% |
$2.49M - $3.32M
|
516K
$134M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-23- 1.29% |
$5.08K - $6.78K
|
1.76K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-192- 7.89% |
$42.4K - $56.6K
|
2.24K
$581K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 1.86% |
$545K - $727K
|
130K
$33.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-254- 11.86% |
$56.1K - $74.9K
|
1.89K
$489K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-129- 2.66% |
$28.5K - $38K
|
4.72K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
810+ 16.64% |
$179K - $239K
|
5.68K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102+ 2.17% |
$22.5K - $30.1K
|
4.8K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-15- 0.69% |
$3.32K - $4.42K
|
2.15K
$557K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-575- 12.38% |
$127K - $169K
|
4.07K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-47- 1.62% |
$10.4K - $13.9K
|
2.85K
$737K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.08% |
$221 - $295
|
1.3K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
714New |
$158K - $210K
|
714
$185K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 1.11% |
$2.21K - $2.95K
|
910
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-10- 1.22% |
$2.21K - $2.95K
|
808
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
743New |
$164K - $219K
|
743
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-552- 14.68% |
$122K - $163K
|
3.21K
$831K
|