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 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-15- 1.33% |
$3.26K - $3.97K
|
1.11K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.5K- 9.03% |
$979K - $1.19M
|
45.3K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
902New |
$196K - $239K
|
902
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.98% |
$2.17K - $2.65K
|
514
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-61.6K- 6.02% |
$13.4M - $16.3M
|
961K
$256M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.2K- 9.77% |
$478K - $582K
|
20.3K
$5.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.23K+ 18.16% |
$484K - $590K
|
14.5K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
1.01KNew |
$220K - $267K
|
1.01K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
370+ 16.12% |
$80.4K - $98K
|
2.67K
$711K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
12.4K+ 5.62% |
$2.69M - $3.28M
|
233K
$62.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-370- 1.66% |
$80.4K - $98K
|
21.9K
$5.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-463- 0.7% |
$101K - $123K
|
65.9K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.33K- 4.78% |
$940K - $1.15M
|
86.2K
$23M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 7.47% |
$274K - $334K
|
15.6K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
448+ 7.6% |
$97.4K - $119K
|
6.35K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
169+ 15.35% |
$36.7K - $44.7K
|
1.27K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
900New |
$196K - $238K
|
900
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 6.7% |
$369K - $449K
|
23.6K
$6.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.4K+ 20.07% |
$4.44M - $5.41M
|
122K
$32.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
250+ 6.94% |
$54.4K - $66.2K
|
3.85K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1+ 0.05% |
$217 - $265
|
2.08K
$556K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-194- 2.26% |
$42.2K - $51.4K
|
8.41K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.86KNew |
$622K - $757K
|
2.86K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-96- 10.36% |
$20.9K - $25.4K
|
831
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 7.46% |
$21.7K - $26.5K
|
1.44K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-40- 2.96% |
$8.7K - $10.6K
|
1.31K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-285- 4.88% |
$62K - $75.5K
|
5.56K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
102+ 34.69% |
$22.2K - $27K
|
396
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
10+ 0.33% |
$2.17K - $2.65K
|
3K
$801K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 0.21% |
$5.87K - $7.15K
|
12.9K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
501+ 21.9% |
$109K - $133K
|
2.79K
$744K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-89.7K- 18.33% |
$19.5M - $23.7M
|
399K
$107M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-9- 0.56% |
$1.96K - $2.38K
|
1.59K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-575- 31.86% |
$125K - $152K
|
1.23K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-38- 1.07% |
$8.26K - $10.1K
|
3.5K
$933K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3+ 0.12% |
$652 - $794
|
2.44K
$650K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-163- 2.28% |
$35.4K - $43.2K
|
7K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
11+ 0.11% |
$2.39K - $2.91K
|
9.7K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.28KNew |
$277K - $338K
|
1.28K
$340K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-130- 3.77% |
$28.3K - $34.4K
|
3.32K
$885K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 0.28% |
$8.91K - $10.9K
|
14.7K
$3.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.46KNew |
$317K - $386K
|
1.46K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.44K- 61.71% |
$529K - $645K
|
1.51K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-56- 2.8% |
$12.2K - $14.8K
|
1.94K
$519K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
775+ 4.56% |
$168K - $205K
|
17.8K
$4.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-25- 2.41% |
$5.44K - $6.62K
|
1.01K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
60+ 3.89% |
$13K - $15.9K
|
1.6K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-38- 1.38% |
$8.26K - $10.1K
|
2.72K
$726K
|