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 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
24.8K+ 191.42% |
$5.49M - $7.32M
|
37.8K
$9.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
70+ 1.72% |
$15.5K - $20.6K
|
4.14K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-228- 6.5% |
$50.4K - $67.2K
|
3.28K
$849K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-100- 23.15% |
$22.1K - $29.5K
|
332
$86K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-400- 15.63% |
$88.4K - $118K
|
2.16K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.87KNew |
$634K - $845K
|
2.87K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-193- 14.47% |
$42.7K - $56.9K
|
1.14K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
21+ 2.37% |
$4.64K - $6.19K
|
906
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-3.24K- 2.61% |
$717K - $956K
|
121K
$31.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-138- 3.23% |
$30.5K - $40.7K
|
4.13K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-215- 1.74% |
$47.5K - $63.4K
|
12.2K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-245- 3.26% |
$54.2K - $72.2K
|
7.27K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
12.2K+ 33.77% |
$2.7M - $3.6M
|
48.4K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.39K- 1.83% |
$748K - $998K
|
182K
$47.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
CALL |
-100- 0.72% |
$22.1K - $29.5K
|
13.8K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-786- 7.77% |
$174K - $232K
|
9.32K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-198- 7.37% |
$43.8K - $58.4K
|
2.49K
$645K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
3.12KNew |
$690K - $920K
|
3.12K
$809K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
141+ 0.88% |
$31.2K - $41.6K
|
16.1K
$4.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$1.99M - $2.66M
|
9.02K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-175- 8.24% |
$38.7K - $51.6K
|
1.95K
$505K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
810New |
$179K - $239K
|
810
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.67K+ 34.31% |
$2.14M - $2.85M
|
37.8K
$9.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-45- 0.73% |
$9.95K - $13.3K
|
6.1K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-245- 4.72% |
$54.2K - $72.2K
|
4.95K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
53+ 1.67% |
$11.7K - $15.6K
|
3.23K
$838K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$442 - $590
|
1.51K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
602+ 38.34% |
$133K - $177K
|
2.17K
$563K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-191- 10.3% |
$42.2K - $56.3K
|
1.66K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
528+ 14.69% |
$117K - $156K
|
4.12K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
5+ 0.53% |
$1.11K - $1.47K
|
940
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-499- 1.8% |
$110K - $147K
|
27.2K
$7.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-75- 1.63% |
$16.6K - $22.1K
|
4.53K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.7K+ 14.36% |
$1.26M - $1.68M
|
45.4K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-115- 0.79% |
$25.4K - $33.9K
|
14.4K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 23.63% |
$2.57M - $3.43M
|
37.6K
$9.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16+ 0.79% |
$3.54K - $4.72K
|
2.04K
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
204+ 5.6% |
$45.1K - $60.1K
|
3.85K
$996K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.97KNew |
$2.2M - $2.94M
|
9.97K
$2.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
767New |
$170K - $226K
|
767
$199K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
15+ 0.97% |
$3.32K - $4.42K
|
1.56K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
346New |
$76.5K - $102K
|
346
$89.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-520- 0.4% |
$115K - $153K
|
128K
$33.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2KNew |
$442K - $590K
|
2K
$518K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-107- 0.92% |
$23.7K - $31.5K
|
11.5K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.53% |
$5.3K - $7.07K
|
4.51K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
316+ 2.61% |
$69.8K - $93.2K
|
12.4K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-2.1K- 0.68% |
$464K - $619K
|
308K
$79.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.31K+ 147.86% |
$290K - $386K
|
2.2K
$569K
|