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 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
450+ 8.83% |
$106K - $132K
|
5.55K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-7- 0.01% |
$1.64K - $2.05K
|
47.7K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 7.94% |
$2.42M - $3.02M
|
120K
$36.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
32K+ 90.49% |
$7.51M - $9.36M
|
67.4K
$20.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-6.93K- 8.75% |
$1.63M - $2.03M
|
72.2K
$22.1M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
169+ 222.37% |
$39.7K - $49.4K
|
245
$74.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.09K+ 26.12% |
$725K - $903K
|
14.9K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
52+ 5.0% |
$12.2K - $15.2K
|
1.09K
$334K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1+ 0.12% |
$235 - $292
|
834
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-227- 3.43% |
$53.3K - $66.4K
|
6.4K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-3- 0.36% |
$704 - $877
|
834
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-13- 0.11% |
$3.05K - $3.8K
|
11.5K
$3.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.57K+ 30.81% |
$368K - $459K
|
6.66K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 38.52% |
$238K - $296K
|
1.62K
$494K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2- 0.15% |
$470 - $585
|
1.34K
$409K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-10- 0.55% |
$2.35K - $2.92K
|
1.82K
$555K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-129- 1.22% |
$30.3K - $37.7K
|
10.4K
$3.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-156- 13.67% |
$36.6K - $45.6K
|
985
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-107- 6.51% |
$25.1K - $31.3K
|
1.54K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-16- 0.53% |
$3.76K - $4.68K
|
3K
$918K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.5K- 29.81% |
$3.18M - $3.96M
|
31.8K
$9.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.7K+ 7.47% |
$870K - $1.08M
|
53.3K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
717New |
$168K - $210K
|
717
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
145+ 4.11% |
$34K - $42.4K
|
3.67K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.21K+ 26.35% |
$989K - $1.23M
|
20.2K
$6.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-93- 1.42% |
$21.8K - $27.2K
|
6.48K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$235 - $292
|
1.84K
$562K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
45.6K+ 921.69% |
$10.7M - $13.3M
|
50.6K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
36+ 3.02% |
$8.45K - $10.5K
|
1.23K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
88+ 6.17% |
$20.7K - $25.7K
|
1.51K
$463K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.5% |
$4.46K - $5.56K
|
3.84K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.45K- 10.88% |
$341K - $425K
|
11.9K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 132.46% |
$331K - $413K
|
2.48K
$757K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-92- 1.14% |
$21.6K - $26.9K
|
8K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-140- 1.34% |
$32.9K - $40.9K
|
10.3K
$3.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-18- 1.3% |
$4.23K - $5.26K
|
1.37K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$272K - $339K
|
1.16K
$355K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10+ 1.82% |
$2.35K - $2.92K
|
560
$171K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-85- 8.02% |
$20K - $24.9K
|
975
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-349- 7.16% |
$81.9K - $102K
|
4.52K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-210- 3.49% |
$49.3K - $61.4K
|
5.82K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-178- 1.44% |
$41.8K - $52.1K
|
12.2K
$3.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-81- 0.46% |
$19K - $23.7K
|
17.7K
$5.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
265+ 0.9% |
$62.2K - $77.5K
|
29.6K
$9.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
1.68K+ 3.81% |
$395K - $492K
|
45.8K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-31- 3.24% |
$7.28K - $9.07K
|
925
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7- 0.5% |
$1.64K - $2.05K
|
1.39K
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
27+ 1.4% |
$6.34K - $7.9K
|
1.96K
$598K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-551- 5.62% |
$129K - $161K
|
9.25K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
46+ 1.76% |
$10.8K - $13.5K
|
2.66K
$814K
|