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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
288+ 4.93% |
$67.6K - $84.2K
|
6.13K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-150- 3.52% |
$35.2K - $43.9K
|
4.11K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
30+ 0.15% |
$7.04K - $8.77K
|
20.5K
$6.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1- 0.02% |
$235 - $292
|
6.26K
$1.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
225+ 11.17% |
$52.8K - $65.8K
|
2.24K
$666K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-763- 11.77% |
$179K - $223K
|
5.72K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-41- 2.19% |
$9.63K - $12K
|
1.83K
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
126+ 5.22% |
$29.6K - $36.9K
|
2.54K
$754K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-75- 2.23% |
$17.6K - $21.9K
|
3.29K
$979K
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-10- 0.84% |
$2.35K - $2.92K
|
1.18K
$349K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17- 1.39% |
$3.99K - $4.97K
|
1.21K
$360K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-25.4K- 8.76% |
$5.97M - $7.44M
|
265K
$78.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
397K+ 199.0% |
$93.3M - $116M
|
597K
$177M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 26.51% |
$810K - $1.01M
|
16.5K
$4.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7+ 0.6% |
$1.64K - $2.05K
|
1.17K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-205- 6.31% |
$48.1K - $60K
|
3.05K
$905K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
710New |
$167K - $208K
|
710
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
7.8K+ 25.57% |
$1.83M - $2.28M
|
38.3K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.8K- 9.33% |
$423K - $527K
|
17.5K
$5.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-260- 7.53% |
$61K - $76K
|
3.19K
$949K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-90- 7.48% |
$21.1K - $26.3K
|
1.11K
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.5K+ 163.93% |
$352K - $439K
|
2.42K
$718K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
822+ 1.36% |
$193K - $240K
|
61.4K
$18.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-958- 12.28% |
$225K - $280K
|
6.84K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-184- 0.59% |
$43.2K - $53.8K
|
31.1K
$9.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-342- 14.3% |
$80.3K - $100K
|
2.05K
$609K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
118+ 11.71% |
$27.7K - $34.5K
|
1.13K
$335K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.67% |
$6.34K - $7.9K
|
4.07K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.8KNew |
$657K - $819K
|
2.8K
$832K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8- 0.19% |
$1.88K - $2.34K
|
4.29K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 3.73% |
$19K - $23.7K
|
2.25K
$670K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.51KNew |
$825K - $1.03M
|
3.51K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
624+ 7.54% |
$146K - $183K
|
8.9K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-243- 2.35% |
$57K - $71.1K
|
10.1K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-132- 8.48% |
$31K - $38.6K
|
1.42K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
11+ 1.15% |
$2.58K - $3.22K
|
966
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-541- 15.0% |
$127K - $158K
|
3.07K
$911K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
716New |
$168K - $209K
|
716
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-226- 2.93% |
$53.1K - $66.1K
|
7.48K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-148K- 34.01% |
$34.9M - $43.4M
|
288K
$85.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.8K- 1.52% |
$657K - $818K
|
181K
$53.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.27KNew |
$299K - $373K
|
1.27K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
384+ 0.32% |
$90.2K - $112K
|
119K
$35.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-188- 3.91% |
$44.1K - $55K
|
4.62K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.16% |
$4.93K - $6.14K
|
12.9K
$3.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
30+ 1.86% |
$7.04K - $8.77K
|
1.65K
$489K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
503+ 32.98% |
$118K - $147K
|
2.03K
$603K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
589+ 1.76% |
$138K - $172K
|
34K
$10.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
21+ 2.15% |
$4.93K - $6.14K
|
997
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
523+ 10.01% |
$123K - $153K
|
5.75K
$1.71M
|
|