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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-962- 23.22% |
$209K - $255K
|
3.18K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97K+ 6.23% |
$645K - $786K
|
50.6K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$21.7K - $26.5K
|
100
$26.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
4.13KNew |
$897K - $1.09M
|
4.13K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-597- 4.32% |
$130K - $158K
|
13.2K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
270+ 20.87% |
$58.7K - $71.5K
|
1.56K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 2.83% |
$9.35K - $11.4K
|
1.57K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-730- 8.22% |
$159K - $193K
|
8.15K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.51K+ 9.25% |
$327K - $399K
|
17.8K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$71.1K - $86.6K
|
1.05K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 0.13% |
$21.1K - $25.7K
|
75.7K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-204- 5.7% |
$44.3K - $54K
|
3.37K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 11.59% |
$462K - $562K
|
20.4K
$5.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
35.4K+ 4.36% |
$7.69M - $9.36M
|
846K
$226M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5- 0.17% |
$1.09K - $1.32K
|
2.89K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-493- 16.09% |
$107K - $131K
|
2.57K
$686K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
195+ 0.82% |
$42.4K - $51.6K
|
23.9K
$6.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-119- 1.43% |
$25.9K - $31.5K
|
8.19K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
428+ 3.56% |
$93K - $113K
|
12.5K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
172+ 1.97% |
$37.4K - $45.5K
|
8.92K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$268K - $326K
|
1.23K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 2.92% |
$21.7K - $26.5K
|
3.32K
$886K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-735- 8.53% |
$160K - $195K
|
7.88K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
870New |
$189K - $230K
|
870
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-581- 3.35% |
$126K - $154K
|
16.8K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
30+ 1.13% |
$6.52K - $7.94K
|
2.68K
$715K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-23- 1.24% |
$5K - $6.09K
|
1.83K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-253- 0.77% |
$55K - $67K
|
32.6K
$8.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
270+ 3.46% |
$58.7K - $71.5K
|
8.08K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-59- 3.81% |
$12.8K - $15.6K
|
1.49K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.38K
|
2.89K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.3K- 66.71% |
$717K - $874K
|
1.65K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
807New |
$175K - $214K
|
807
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-112- 0.17% |
$24.3K - $29.7K
|
64.5K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-244- 1.8% |
$53K - $64.6K
|
13.3K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
711+ 77.54% |
$155K - $188K
|
1.63K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-89- 0.69% |
$19.3K - $23.6K
|
12.7K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
810New |
$176K - $214K
|
810
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
139+ 4.25% |
$30.2K - $36.8K
|
3.41K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5+ 0.6% |
$1.09K - $1.32K
|
835
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62+ 15.78% |
$13.5K - $16.4K
|
455
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
118+ 21.26% |
$25.7K - $31.2K
|
673
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-247- 1.68% |
$53.7K - $65.4K
|
14.4K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
325+ 8.69% |
$70.7K - $86K
|
4.07K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19- 0.21% |
$4.13K - $5.03K
|
9.11K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.7K- 1.36% |
$369K - $450K
|
124K
$33M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-62- 1.03% |
$13.5K - $16.4K
|
5.94K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29+ 3.06% |
$6.3K - $7.68K
|
978
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 14.64% |
$276K - $336K
|
9.95K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
557New |
$121K - $147K
|
557
$149K
|