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 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-15- 0.65% |
$3.32K - $4.42K
|
2.29K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-295- 1.94% |
$65.2K - $87K
|
14.9K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 14.29% |
$442 - $590
|
16
$4.15K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-242- 1.44% |
$53.5K - $71.3K
|
16.6K
$4.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
952New |
$210K - $281K
|
952
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
31+ 1.26% |
$6.85K - $9.14K
|
2.5K
$647K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-35- 1.64% |
$7.74K - $10.3K
|
2.11K
$545K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-4.24K- 2.4% |
$938K - $1.25M
|
173K
$44.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
400New |
$88.4K - $118K
|
400
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.92K+ 20.34% |
$425K - $566K
|
11.4K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
145+ 6.94% |
$32K - $42.7K
|
2.23K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
3.44K+ 3.61% |
$760K - $1.01M
|
98.7K
$25.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24+ 1.48% |
$5.3K - $7.07K
|
1.64K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 0.26% |
$884 - $1.18K
|
1.56K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.58K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.23K- 15.14% |
$273K - $364K
|
6.91K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.19KNew |
$263K - $350K
|
1.19K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
134+ 4.1% |
$29.6K - $39.5K
|
3.4K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
271+ 3.22% |
$59.9K - $79.9K
|
8.68K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.35% |
$1.33K - $1.77K
|
1.75K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
148+ 7.01% |
$32.7K - $43.6K
|
2.26K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
955New |
$211K - $282K
|
955
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-19- 0.25% |
$4.2K - $5.6K
|
7.61K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.16K+ 55.59% |
$478K - $637K
|
6.05K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
148New |
$32.7K - $43.6K
|
148
$38.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-37- 1.8% |
$8.18K - $10.9K
|
2.02K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12+ 0.73% |
$2.65K - $3.54K
|
1.66K
$430K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.04K+ 10.73% |
$451K - $602K
|
21.1K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.2% |
$1.99K - $2.65K
|
4.55K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
793New |
$175K - $234K
|
793
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
290+ 14.8% |
$64.1K - $85.5K
|
2.25K
$583K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 100.0% |
$4.42K - $5.9K
|
40
$10.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-246- 0.75% |
$54.4K - $72.5K
|
32.5K
$8.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
83+ 7.63% |
$18.3K - $24.5K
|
1.17K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
127+ 11.94% |
$28.1K - $37.4K
|
1.19K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.11K+ 122.32% |
$466K - $622K
|
3.84K
$994K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.13K+ 0.96% |
$472K - $629K
|
224K
$58M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
774+ 34.48% |
$171K - $228K
|
3.02K
$782K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.97K- 7.6% |
$435K - $580K
|
23.9K
$6.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1- 0.09% |
$221 - $295
|
1.16K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 1.77% |
$884 - $1.18K
|
230
$59.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$221 - $295
|
1
$259
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
255+ 3.62% |
$56.4K - $75.2K
|
7.3K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5+ 0.29% |
$1.11K - $1.47K
|
1.74K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
219+ 6.3% |
$48.4K - $64.6K
|
3.7K
$957K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-27- 0.33% |
$5.97K - $7.96K
|
8.16K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-58- 0.39% |
$12.8K - $17.1K
|
14.6K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
5.6K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-260- 2.05% |
$57.5K - $76.6K
|
12.4K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3K+ 555.96% |
$2.5M - $3.34M
|
13.4K
$3.46M
|