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 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
2.3K+ 22.51% |
$501K - $610K
|
12.5K
$3.35M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
99+ 47.83% |
$21.5K - $26.2K
|
306
$81.7K
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.94K- 16.51% |
$421K - $512K
|
9.79K
$2.61M
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.24K+ 76.93% |
$269K - $327K
|
2.85K
$759K
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
706+ 1.03% |
$153K - $187K
|
69.3K
$18.5M
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7.43K+ 515.97% |
$1.62M - $1.97M
|
8.87K
$2.37M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
816New |
$177K - $216K
|
816
$218K
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-433- 1.07% |
$94.1K - $115K
|
40K
$10.7M
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-113- 0.91% |
$24.6K - $29.9K
|
12.3K
$3.29M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.62K- 17.22% |
$353K - $429K
|
7.8K
$2.08M
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 19.67% |
$2.61K - $3.18K
|
49
$13.1K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
238+ 5.34% |
$51.7K - $63K
|
4.7K
$1.25M
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-1K- 26.8% |
$217K - $265K
|
2.73K
$729K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.44K+ 97.7% |
$749K - $911K
|
6.97K
$1.86M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
5.05K+ 54.37% |
$1.1M - $1.34M
|
14.3K
$3.83M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 5.12% |
$2.39K - $2.91K
|
226
$60.3K
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3- 0.21% |
$652 - $794
|
1.44K
$384K
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.98% |
$10.9K - $13.2K
|
5.06K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
430+ 156.36% |
$93.5K - $114K
|
705
$188K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
294New |
$63.9K - $77.8K
|
294
$78.5K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.5K+ 49.1% |
$326K - $397K
|
4.56K
$1.22M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-181- 8.41% |
$39.3K - $47.9K
|
1.97K
$526K
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
14+ 0.3% |
$3.04K - $3.71K
|
4.73K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-203- 39.96% |
$44.1K - $53.7K
|
305
$81.4K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
936+ 18.88% |
$203K - $248K
|
5.89K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.7K- 57.91% |
$370K - $451K
|
1.24K
$330K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-995- 4.44% |
$216K - $263K
|
21.4K
$5.71M
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-900- 37.5% |
$196K - $238K
|
1.5K
$400K
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
825New |
$179K - $218K
|
825
$220K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-817- 40.67% |
$178K - $216K
|
1.19K
$318K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-28.5K- 12.92% |
$6.2M - $7.55M
|
192K
$51.3M
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
210+ 1.52% |
$45.7K - $55.6K
|
14K
$3.74M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300+ 35.76% |
$65.2K - $79.4K
|
1.14K
$304K
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
24+ 1.57% |
$5.22K - $6.35K
|
1.55K
$414K
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-362- 4.11% |
$78.7K - $95.8K
|
8.46K
$2.26M
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
807New |
$175K - $214K
|
807
$215K
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
105+ 6.32% |
$22.8K - $27.8K
|
1.77K
$471K
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
356+ 4.24% |
$77.4K - $94.2K
|
8.76K
$2.34M
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-20- 1.85% |
$4.35K - $5.29K
|
1.06K
$283K
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
787+ 7.26% |
$171K - $208K
|
11.6K
$3.1M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
975New |
$212K - $258K
|
975
$260K
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.99% |
$7.39K - $9K
|
1.68K
$448K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.93K+ 16.53% |
$637K - $776K
|
20.7K
$5.51M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
172+ 12.3% |
$37.4K - $45.5K
|
1.57K
$419K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.86KNew |
$403K - $491K
|
1.86K
$495K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 42.65% |
$12.6K - $15.4K
|
194
$51.8K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-400- 5.76% |
$87K - $106K
|
6.55K
$1.75M
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
828New |
$180K - $219K
|
828
$221K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
150+ 10.37% |
$32.6K - $39.7K
|
1.6K
$426K
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-2K- 20.0% |
$435K - $529K
|
8K
$2.13M
|