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 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
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-50- 4.16% |
$11.7K - $14.6K
|
1.15K
$361K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
190+ 2.75% |
$44.6K - $55.6K
|
7.11K
$2.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.31K- 20.4% |
$308K - $383K
|
5.11K
$1.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
667+ 11.06% |
$157K - $195K
|
6.7K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
47+ 3.01% |
$11K - $13.7K
|
1.61K
$504K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 12.0% |
$262K - $327K
|
10.4K
$3.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-12- 0.7% |
$2.82K - $3.51K
|
1.7K
$532K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$235 - $292
|
1.48K
$466K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-115- 5.15% |
$27K - $33.6K
|
2.12K
$664K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-5- 0.01% |
$1.17K - $1.46K
|
34.7K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.17K- 3.44% |
$275K - $342K
|
32.9K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
18.5KNew |
$4.33M - $5.4M
|
18.5K
$5.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
3+ 0.27% |
$704 - $877
|
1.1K
$345K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
493+ 1.62% |
$116K - $144K
|
30.9K
$9.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-136- 6.79% |
$31.9K - $39.8K
|
1.87K
$586K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.03K+ 87.69% |
$241K - $300K
|
2.2K
$689K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-377- 8.95% |
$88.5K - $110K
|
3.84K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 12.5% |
$1.17K - $1.46K
|
45
$14.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
315+ 1.92% |
$74K - $92.1K
|
16.7K
$5.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-195- 11.56% |
$45.8K - $57K
|
1.49K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-20.7K- 9.15% |
$4.86M - $6.05M
|
205K
$64.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
154+ 12.38% |
$36.2K - $45K
|
1.4K
$439K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.2K- 82.02% |
$986K - $1.23M
|
920
$289K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
798+ 1.67% |
$187K - $233K
|
48.5K
$15.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
910+ 15.46% |
$214K - $266K
|
6.8K
$2.13M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.99K+ 22.01% |
$2.35M - $2.92M
|
55.4K
$17.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-247- 21.74% |
$58K - $72.2K
|
889
$279K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-15- 0.13% |
$3.52K - $4.39K
|
11.7K
$3.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
753+ 38.38% |
$177K - $220K
|
2.72K
$852K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-726- 7.56% |
$170K - $212K
|
8.88K
$2.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.03KNew |
$243K - $302K
|
1.03K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-6- 0.74% |
$1.41K - $1.75K
|
810
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-706- 4.05% |
$166K - $206K
|
16.7K
$5.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-20- 0.23% |
$4.7K - $5.85K
|
8.66K
$2.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
31+ 0.51% |
$7.28K - $9.07K
|
6.13K
$1.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-294- 1.01% |
$69K - $86K
|
28.9K
$9.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-232- 5.91% |
$54.5K - $67.9K
|
3.69K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-260- 4.68% |
$61K - $76K
|
5.3K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2- 0.18% |
$470 - $585
|
1.14K
$356K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
300+ 13.99% |
$70.4K - $87.7K
|
2.44K
$767K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
5+ 0.5% |
$1.17K - $1.46K
|
1.01K
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
104+ 1.64% |
$24.4K - $30.4K
|
6.46K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.34K+ 98.31% |
$314K - $391K
|
2.7K
$846K
|