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 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19+ 2.28% |
$4.46K - $5.56K
|
851
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
14.1K+ 1143.56% |
$3.32M - $4.13M
|
15.4K
$4.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.21% |
$470 - $585
|
957
$300K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
28+ 25.23% |
$6.57K - $8.19K
|
139
$43.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-56- 0.15% |
$13.1K - $16.4K
|
37.6K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.44K- 10.99% |
$572K - $713K
|
19.7K
$6.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-896- 0.5% |
$210K - $262K
|
179K
$56.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-11- 1.16% |
$2.58K - $3.22K
|
937
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-203- 17.89% |
$47.7K - $59.4K
|
932
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
317+ 19.54% |
$74.4K - $92.7K
|
1.94K
$608K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-105- 2.88% |
$24.7K - $30.7K
|
3.55K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-52- 3.33% |
$12.2K - $15.2K
|
1.51K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-231- 8.66% |
$54.2K - $67.6K
|
2.44K
$764K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-750- 6.98% |
$176K - $219K
|
10K
$3.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
346+ 14.98% |
$81.2K - $101K
|
2.66K
$833K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
108+ 8.08% |
$25.4K - $31.6K
|
1.45K
$453K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-12- 1.42% |
$2.82K - $3.51K
|
835
$262K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
866+ 6.43% |
$203K - $253K
|
14.3K
$4.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-282- 2.02% |
$66.2K - $82.5K
|
13.7K
$4.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 3.6% |
$5.87K - $7.31K
|
719
$226K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.41K+ 14.51% |
$566K - $705K
|
19K
$5.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
65+ 1.41% |
$15.3K - $19K
|
4.66K
$1.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-189- 3.33% |
$44.4K - $55.3K
|
5.49K
$1.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-515- 10.02% |
$121K - $151K
|
4.62K
$1.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
22.6KNew |
$5.31M - $6.62M
|
22.6K
$7.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 9.09% |
$470K - $585K
|
24K
$7.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
218+ 0.41% |
$51.2K - $63.8K
|
52.9K
$16.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
41+ 11.61% |
$9.63K - $12K
|
394
$124K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.75K+ 8.13% |
$1.82M - $2.27M
|
103K
$32.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.85% |
$704 - $877
|
354
$111K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
57+ 3.54% |
$13.4K - $16.7K
|
1.67K
$523K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-43- 0.89% |
$10.1K - $12.6K
|
4.81K
$1.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-893- 9.2% |
$210K - $261K
|
8.82K
$2.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-129- 4.41% |
$30.3K - $37.7K
|
2.8K
$878K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.83K+ 53.84% |
$430K - $536K
|
5.23K
$1.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
118+ 0.74% |
$27.7K - $34.5K
|
16.1K
$5.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-14.9K- 8.12% |
$3.49M - $4.34M
|
168K
$52.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.39K- 10.55% |
$1.73M - $2.16M
|
62.6K
$19.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-71- 2.04% |
$16.7K - $20.8K
|
3.41K
$1.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52.6K+ 2905.36% |
$12.3M - $15.4M
|
54.4K
$17.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12+ 0.37% |
$2.82K - $3.51K
|
3.26K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-3- 0.06% |
$704 - $877
|
4.94K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 189.61% |
$1.02M - $1.26M
|
6.61K
$2.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
363+ 5.09% |
$85.2K - $106K
|
7.49K
$2.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-45- 0.39% |
$10.6K - $13.2K
|
11.5K
$3.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-118- 15.32% |
$27.7K - $34.5K
|
652
$205K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.66% |
$2.58K - $3.22K
|
1.67K
$525K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.67K+ 100.73% |
$391K - $488K
|
3.32K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
318+ 4.17% |
$74.7K - $93K
|
7.95K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-65- 0.71% |
$15.3K - $19K
|
9.04K
$2.84M
|