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
|
West End Advisors, LLC
|
BUY
|
- |
11+ 275.0% |
$2.39K - $2.91K
|
15
$4K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$1.09K - $1.32K
|
2.97K
$793K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
35+ 1.42% |
$7.61K - $9.27K
|
2.5K
$667K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-393- 6.65% |
$85.4K - $104K
|
5.52K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-267- 14.16% |
$58K - $70.7K
|
1.62K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
149+ 1.54% |
$32.4K - $39.4K
|
9.8K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-9- 0.69% |
$1.96K - $2.38K
|
1.29K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-342- 17.93% |
$74.4K - $90.5K
|
1.57K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25+ 2.24% |
$5.44K - $6.62K
|
1.14K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
977+ 37.97% |
$212K - $259K
|
3.55K
$947K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-61- 3.93% |
$13.3K - $16.1K
|
1.49K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-5- 0.11% |
$1.09K - $1.32K
|
4.72K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
22.8K+ 4.55% |
$4.97M - $6.05M
|
525K
$140M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
371+ 0.47% |
$80.7K - $98.2K
|
79.1K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
312New |
$67.8K - $82.6K
|
312
$83.3K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-248- 0.83% |
$53.9K - $65.7K
|
29.5K
$7.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
145+ 3.52% |
$31.5K - $38.4K
|
4.27K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.49K- 0.29% |
$325K - $395K
|
505K
$135M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
995+ 87.98% |
$216K - $263K
|
2.13K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-300- 13.27% |
$65.2K - $79.4K
|
1.96K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
342+ 24.78% |
$74.4K - $90.5K
|
1.72K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 8.06% |
$65.9K - $80.2K
|
4.06K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-544- 5.35% |
$118K - $144K
|
9.62K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
550+ 2.9% |
$120K - $146K
|
19.5K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-887- 57.04% |
$193K - $235K
|
668
$178K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.52K- 20.08% |
$330K - $402K
|
6.05K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11- 0.04% |
$2.39K - $2.91K
|
25K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
153+ 15.39% |
$33.3K - $40.5K
|
1.15K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.08K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-52- 20.8% |
$11.3K - $13.8K
|
198
$52.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
289+ 3.32% |
$62.8K - $76.5K
|
8.99K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
335+ 2.03% |
$72.8K - $88.7K
|
16.8K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-790- 31.32% |
$172K - $209K
|
1.73K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-349- 7.82% |
$75.9K - $92.4K
|
4.12K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
200+ 6.73% |
$43.5K - $52.9K
|
3.17K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
135+ 16.94% |
$29.3K - $35.7K
|
932
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-5- 0.04% |
$1.09K - $1.32K
|
11.5K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-99.7K- 48.09% |
$21.7M - $26.4M
|
108K
$28.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-236- 1.99% |
$51.3K - $62.5K
|
11.6K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 12.81% |
$43.5K - $52.9K
|
1.76K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
70+ 4.67% |
$15.2K - $18.5K
|
1.57K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
233+ 52.95% |
$50.7K - $61.7K
|
673
$180K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$237K - $288K
|
1.09K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
847New |
$184K - $224K
|
847
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
263+ 2.11% |
$57.2K - $69.6K
|
12.8K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
513K+ 694.35% |
$112M - $136M
|
587K
$157M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
13+ 0.98% |
$2.83K - $3.44K
|
1.34K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
50+ 0.91% |
$10.9K - $13.2K
|
5.56K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
835+ 8.75% |
$182K - $221K
|
10.4K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
893New |
$194K - $236K
|
893
$238K
|