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
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.87K- 27.19% |
$407K - $496K
|
5.02K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22K- 1.62% |
$4.78M - $5.82M
|
1.34M
$357M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.07% |
$435 - $529
|
3.05K
$814K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-304- 4.23% |
$66.1K - $80.5K
|
6.89K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-18- 3.25% |
$3.91K - $4.77K
|
535
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.31% |
$1.52K - $1.85K
|
2.24K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19K+ 29.01% |
$4.14M - $5.04M
|
84.7K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-303- 2.24% |
$65.9K - $80.2K
|
13.2K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-400- 44.44% |
$87K - $106K
|
500
$133K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-529- 33.42% |
$115K - $140K
|
1.05K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-404- 0.64% |
$87.8K - $107K
|
62.9K
$16.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-942- 4.62% |
$205K - $249K
|
19.5K
$5.19M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-51.5K- 66.98% |
$11.2M - $13.6M
|
25.4K
$6.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
894New |
$194K - $237K
|
894
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.1K- 76.34% |
$1.54M - $1.88M
|
2.2K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-34- 48.57% |
$7.39K - $9K
|
36
$9.61K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.91% |
$2.83K - $3.44K
|
1.42K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-26.9K- 85.78% |
$5.85M - $7.12M
|
4.46K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-60.3K- 21.4% |
$13.1M - $16M
|
222K
$59.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
601+ 32.14% |
$131K - $159K
|
2.47K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.56K- 8.81% |
$338K - $412K
|
16.1K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-691- 8.31% |
$150K - $183K
|
7.62K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 14.06% |
$32.6K - $39.7K
|
917
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$261K - $318K
|
1.2K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.4K+ 46.97% |
$522K - $635K
|
7.51K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
38+ 3.4% |
$8.26K - $10.1K
|
1.16K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.42K+ 5.27% |
$1.61M - $1.96M
|
148K
$39.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.76K+ 1.43% |
$817K - $995K
|
266K
$71M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.62% |
$1.3K - $1.59K
|
976
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-116- 6.41% |
$25.2K - $30.7K
|
1.69K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.03K+ 27.07% |
$223K - $272K
|
4.83K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-222- 5.61% |
$48.3K - $58.8K
|
3.73K
$996K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 3.25% |
$21.7K - $26.5K
|
2.98K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
578+ 12.67% |
$126K - $153K
|
5.14K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-173- 4.03% |
$37.6K - $45.8K
|
4.12K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-13- 1.09% |
$2.83K - $3.44K
|
1.18K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-6- 0.15% |
$1.3K - $1.59K
|
3.96K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
400New |
$87K - $106K
|
400
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19.2K+ 5.88% |
$4.17M - $5.08M
|
345K
$92.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 29.06% |
$384K - $468K
|
4.31K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.03K+ 1.3% |
$659K - $802K
|
236K
$63.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6K- 3.14% |
$1.3M - $1.59M
|
185K
$49.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
CALL |
-100- 0.71% |
$21.7K - $26.5K
|
13.9K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
862New |
$187K - $228K
|
862
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1K+ 89.37% |
$217K - $265K
|
2.12K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.57% |
$652 - $794
|
530
$141K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
359+ 16.97% |
$78K - $95K
|
2.48K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$1.96K - $2.38K
|
1.48K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.4K- 9.62% |
$304K - $371K
|
13.1K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
338+ 12.49% |
$73.5K - $89.5K
|
3.05K
$813K
|