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 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
36+ 3.02% |
$7.83K - $9.53K
|
1.23K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
838New |
$182K - $222K
|
838
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$435 - $529
|
6.24K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 0.39% |
$8.04K - $9.8K
|
9.58K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.63K+ 1.33% |
$354K - $432K
|
124K
$33.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2New |
$435 - $529
|
2
$534
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-210- 16.52% |
$45.7K - $55.6K
|
1.06K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
114+ 1.93% |
$24.8K - $30.2K
|
6.04K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
45+ 2.19% |
$9.78K - $11.9K
|
2.1K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
640+ 15.96% |
$139K - $169K
|
4.65K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$435 - $529
|
1.01K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5+ 0.14% |
$1.09K - $1.32K
|
3.55K
$947K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4+ 0.36% |
$870 - $1.06K
|
1.13K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7+ 0.33% |
$1.52K - $1.85K
|
2.14K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-33- 2.33% |
$7.17K - $8.74K
|
1.39K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-519- 33.31% |
$113K - $137K
|
1.04K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-42- 8.55% |
$9.13K - $11.1K
|
449
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$346K - $421K
|
1.59K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144+ 9.86% |
$31.3K - $38.1K
|
1.6K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-308- 15.01% |
$67K - $81.5K
|
1.74K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-613- 2.54% |
$133K - $162K
|
23.5K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
280+ 12.86% |
$60.9K - $74.1K
|
2.46K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.73K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-37- 2.78% |
$8.04K - $9.8K
|
1.3K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-45- 0.09% |
$9.78K - $11.9K
|
47.8K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-642- 1.01% |
$140K - $170K
|
62.7K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-9.46K- 26.17% |
$2.06M - $2.5M
|
26.7K
$7.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-142- 4.64% |
$30.9K - $37.6K
|
2.92K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
1.17KNew |
$255K - $311K
|
1.17K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-23- 0.76% |
$5K - $6.09K
|
3K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
69+ 5.41% |
$15K - $18.3K
|
1.34K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3+ 0.12% |
$652 - $794
|
2.48K
$662K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.3K+ 2.43% |
$1.37M - $1.67M
|
266K
$70.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 2.15% |
$2.17K - $2.65K
|
456
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
337+ 5.25% |
$73.3K - $89.2K
|
6.76K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.52K- 6.38% |
$549K - $668K
|
37K
$9.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-220- 2.16% |
$47.8K - $58.2K
|
9.98K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-153- 14.71% |
$33.3K - $40.5K
|
887
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4+ 3.81% |
$870 - $1.06K
|
109
$29.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15+ 0.48% |
$3.26K - $3.97K
|
3.11K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-89- 2.24% |
$19.3K - $23.6K
|
3.89K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27+ 2.92% |
$5.87K - $7.15K
|
953
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.19KNew |
$258K - $314K
|
1.19K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
45+ 0.47% |
$9.78K - $11.9K
|
9.6K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
20+ 0.25% |
$4.35K - $5.29K
|
8.12K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
377+ 36.53% |
$82K - $99.8K
|
1.41K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
295+ 2.88% |
$64.1K - $78.1K
|
10.5K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
529+ 1.55% |
$115K - $140K
|
34.6K
$9.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 36.35% |
$787K - $959K
|
13.6K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-220- 15.6% |
$47.8K - $58.2K
|
1.19K
$318K
|