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 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
277+ 6.42% |
$61.2K - $81.7K
|
4.6K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.6K+ 10.34% |
$2.79M - $3.73M
|
135K
$34.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-19- 17.43% |
$4.2K - $5.6K
|
90
$23.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.09K+ 150.69% |
$461K - $615K
|
3.47K
$900K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
24+ 1.85% |
$5.3K - $7.07K
|
1.32K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
720New |
$159K - $212K
|
720
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
848+ 10.83% |
$187K - $250K
|
8.68K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
550+ 2.29% |
$122K - $162K
|
24.6K
$6.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
7.7K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
767New |
$170K - $226K
|
767
$199K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-132- 2.0% |
$29.2K - $38.9K
|
6.48K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
390+ 9.35% |
$86.2K - $115K
|
4.56K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$442 - $590
|
2.4K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.1K+ 10.07% |
$686K - $915K
|
33.9K
$8.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 0.57% |
$22.1K - $29.5K
|
17.7K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-23- 2.35% |
$5.08K - $6.78K
|
956
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.42K+ 34.49% |
$313K - $418K
|
5.53K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
300+ 4.4% |
$66.3K - $88.4K
|
7.13K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-864- 55.21% |
$191K - $255K
|
701
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
805New |
$178K - $237K
|
805
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
340+ 2.25% |
$75.2K - $100K
|
15.4K
$4M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
18K+ 10.36% |
$3.99M - $5.32M
|
192K
$49.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-782- 1.34% |
$173K - $231K
|
57.5K
$14.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
815New |
$180K - $240K
|
815
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
700New |
$155K - $206K
|
700
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-7.57K- 50.56% |
$1.67M - $2.23M
|
7.4K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9.77K- 20.03% |
$2.16M - $2.88M
|
39K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
148+ 7.92% |
$32.7K - $43.6K
|
2.02K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-9.24K- 16.22% |
$2.04M - $2.72M
|
47.7K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$500K - $667K
|
2.26K
$587K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.63K- 9.56% |
$359K - $479K
|
15.4K
$3.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
704New |
$156K - $208K
|
704
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
945+ 3.73% |
$209K - $279K
|
26.3K
$6.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$663 - $884
|
2.73K
$706K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
231+ 1.41% |
$51.1K - $68.1K
|
16.6K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-47- 1.45% |
$10.4K - $13.9K
|
3.19K
$827K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 40.79% |
$247K - $330K
|
1.62K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
36+ 2.42% |
$7.96K - $10.6K
|
1.53K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.4K- 40.51% |
$1.19M - $1.59M
|
7.94K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
1.96K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-127- 11.44% |
$28.1K - $37.4K
|
983
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
106+ 3.53% |
$23.4K - $31.2K
|
3.11K
$804K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
380+ 273.38% |
$84K - $112K
|
519
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
851New |
$188K - $251K
|
851
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.12K+ 9.29% |
$911K - $1.22M
|
48.5K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-60- 0.66% |
$13.3K - $17.7K
|
9.08K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-46- 1.3% |
$10.2K - $13.6K
|
3.48K
$902K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-597- 34.47% |
$132K - $176K
|
1.14K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
15+ 0.03% |
$3.32K - $4.42K
|
45.4K
$11.8M
|