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 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-74- 1.79% |
$17.4K - $21.6K
|
4.06K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
393+ 12.31% |
$92.3K - $115K
|
3.59K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.66KNew |
$859K - $1.07M
|
3.66K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-2- 0.02% |
$470 - $585
|
8.42K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-540- 2.49% |
$127K - $158K
|
21.2K
$6.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$470 - $585
|
4.07K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-67- 1.03% |
$15.7K - $19.6K
|
6.42K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-631- 19.41% |
$148K - $185K
|
2.62K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
13.2K+ 539.97% |
$3.11M - $3.87M
|
15.7K
$4.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
407+ 8.16% |
$95.6K - $119K
|
5.39K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-577- 12.45% |
$135K - $169K
|
4.06K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.37% |
$2.35K - $2.92K
|
2.74K
$835K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
515+ 8.49% |
$121K - $151K
|
6.58K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
3+ 0.18% |
$704 - $877
|
1.67K
$510K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.54% |
$2.11K - $2.63K
|
1.66K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-33- 2.13% |
$7.75K - $9.65K
|
1.52K
$463K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-40.3K- 25.18% |
$9.47M - $11.8M
|
120K
$36.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.59K+ 75.73% |
$843K - $1.05M
|
8.33K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.46% |
$15.3K - $19K
|
14.1K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.07K+ 28.57% |
$1.89M - $2.36M
|
36.3K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-235- 0.69% |
$55.2K - $68.7K
|
33.7K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.3K+ 27.95% |
$1.01M - $1.26M
|
19.7K
$6M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.04% |
$704 - $877
|
7.71K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
458+ 7.96% |
$108K - $134K
|
6.21K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-54- 1.11% |
$12.7K - $15.8K
|
4.79K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-77- 4.25% |
$18.1K - $22.5K
|
1.73K
$528K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
507+ 11.33% |
$119K - $148K
|
4.98K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.17K+ 35.19% |
$274K - $341K
|
4.48K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53+ 1.51% |
$12.4K - $15.5K
|
3.56K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4- 0.49% |
$939 - $1.17K
|
814
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-404K- 89.05% |
$94.9M - $118M
|
49.7K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6+ 0.69% |
$1.41K - $1.75K
|
876
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
27+ 0.99% |
$6.34K - $7.9K
|
2.74K
$836K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
126+ 1.41% |
$29.6K - $36.9K
|
9.05K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-183- 9.44% |
$43K - $53.5K
|
1.76K
$535K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.82% |
$2.82K - $3.51K
|
1.48K
$451K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1K+ 118.76% |
$235K - $292K
|
1.84K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
11.8K+ 20.83% |
$2.78M - $3.46M
|
68.7K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
772New |
$181K - $226K
|
772
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-20- 0.81% |
$4.7K - $5.85K
|
2.44K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.44K- 28.95% |
$339K - $422K
|
3.54K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
11+ 0.62% |
$2.58K - $3.22K
|
1.79K
$547K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
77+ 2.57% |
$18.1K - $22.5K
|
3.07K
$937K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 5.88% |
$11.7K - $14.6K
|
801
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
40+ 0.15% |
$9.39K - $11.7K
|
27.2K
$8.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
448+ 16.2% |
$105K - $131K
|
3.21K
$980K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-11.9K- 82.55% |
$2.8M - $3.48M
|
2.52K
$767K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
419+ 2.36% |
$98.4K - $123K
|
18.2K
$5.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-348- 7.33% |
$81.7K - $102K
|
4.4K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-800- 1.92% |
$188K - $234K
|
40.8K
$12.4M
|