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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-170- 3.18% |
$37.6K - $50.1K
|
5.17K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-25- 0.44% |
$5.53K - $7.37K
|
5.71K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-594- 4.37% |
$131K - $175K
|
13K
$3.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-29- 1.14% |
$6.41K - $8.55K
|
2.5K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.22% |
$884 - $1.18K
|
1.79K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.18% |
$1.55K - $2.06K
|
3.83K
$993K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-467- 2.62% |
$103K - $138K
|
17.4K
$4.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
928+ 43.55% |
$205K - $274K
|
3.06K
$793K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
228+ 78.62% |
$50.4K - $67.2K
|
518
$134K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-317- 2.6% |
$70.1K - $93.4K
|
11.9K
$3.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
58New |
$12.8K - $17.1K
|
58
$15K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-204- 5.73% |
$45.1K - $60.1K
|
3.36K
$870K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-9- 8.26% |
$1.99K - $2.65K
|
100
$25.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
134+ 5.39% |
$29.6K - $39.5K
|
2.62K
$678K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
65+ 1.36% |
$14.4K - $19.2K
|
4.85K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.75% |
$884 - $1.18K
|
535
$139K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
12+ 1.17% |
$2.65K - $3.54K
|
1.04K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.5K+ 53.17% |
$6.75M - $9M
|
88K
$22.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.06K- 3.29% |
$235K - $313K
|
31.2K
$8.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.12K+ 7.92% |
$247K - $330K
|
15.2K
$3.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
473New |
$105K - $139K
|
473
$123K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.72% |
$1.55K - $2.06K
|
986
$255K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
145+ 13.3% |
$32K - $42.7K
|
1.24K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
891New |
$197K - $263K
|
891
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 6.4% |
$111K - $147K
|
7.31K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 3.55% |
$9.95K - $13.3K
|
1.22K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-62- 2.93% |
$13.7K - $18.3K
|
2.06K
$533K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
40+ 1.42% |
$8.84K - $11.8K
|
2.86K
$740K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10K+ 2.32% |
$2.21M - $2.95M
|
442K
$114M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 146.41% |
$329K - $439K
|
2.51K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
232New |
$51.3K - $68.4K
|
232
$60.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 9.54% |
$99.5K - $133K
|
4.27K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
498+ 3.52% |
$110K - $147K
|
14.6K
$3.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.15KNew |
$254K - $338K
|
1.15K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.35% |
$10.4K - $13.9K
|
13.3K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.74% |
$2.65K - $3.54K
|
1.62K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-274- 25.23% |
$60.6K - $80.8K
|
812
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
696New |
$154K - $205K
|
696
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
79+ 1.34% |
$17.5K - $23.3K
|
5.97K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.74K- 3.21% |
$827K - $1.1M
|
113K
$29.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 2.15% |
$13K - $17.4K
|
2.81K
$727K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
12.1K+ 73.48% |
$2.67M - $3.56M
|
28.5K
$7.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
793New |
$175K - $234K
|
793
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
831+ 34.8% |
$184K - $245K
|
3.22K
$834K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-260- 7.33% |
$57.5K - $76.6K
|
3.29K
$851K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
153+ 4.84% |
$33.8K - $45.1K
|
3.31K
$858K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.13K+ 6.36% |
$250K - $333K
|
18.9K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-40- 1.1% |
$8.84K - $11.8K
|
3.59K
$930K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-5- 0.55% |
$1.11K - $1.47K
|
909
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.41% |
$155K - $206K
|
49K
$12.7M
|