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
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.04K+ 4.17% |
$226K - $275K
|
26K
$6.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.84% |
$5.44K - $6.62K
|
3.01K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.32K+ 14.48% |
$287K - $349K
|
10.4K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
57+ 6.12% |
$12.4K - $15.1K
|
988
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
819New |
$178K - $217K
|
819
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-40- 3.31% |
$8.7K - $10.6K
|
1.17K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
156+ 3.43% |
$33.9K - $41.3K
|
4.71K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-215- 2.29% |
$46.7K - $56.9K
|
9.18K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-27- 0.52% |
$5.87K - $7.15K
|
5.19K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
444+ 2.77% |
$96.5K - $118K
|
16.5K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$1.3K - $1.59K
|
1.67K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-315- 7.45% |
$68.5K - $83.4K
|
3.91K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.28K+ 39.94% |
$496K - $604K
|
8K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
167+ 4.55% |
$36.3K - $44.2K
|
3.84K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 0.18% |
$1.96K - $2.38K
|
5.02K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
516+ 11.25% |
$112K - $137K
|
5.1K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
156+ 6.73% |
$33.9K - $41.3K
|
2.48K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-100- 0.1% |
$21.7K - $26.5K
|
103K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.93K+ 5.14% |
$855K - $1.04M
|
80.5K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29.9K- 19.46% |
$6.5M - $7.91M
|
124K
$33M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
59+ 4.14% |
$12.8K - $15.6K
|
1.48K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4- 0.18% |
$870 - $1.06K
|
2.26K
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87+ 2.13% |
$18.9K - $23K
|
4.17K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
99+ 9.24% |
$21.5K - $26.2K
|
1.17K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-20- 1.22% |
$4.35K - $5.29K
|
1.62K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
762+ 8.76% |
$166K - $202K
|
9.46K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-139- 7.23% |
$30.2K - $36.8K
|
1.78K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12+ 0.79% |
$2.61K - $3.18K
|
1.54K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-165- 4.4% |
$35.9K - $43.7K
|
3.58K
$956K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
833New |
$181K - $221K
|
833
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
278New |
$60.4K - $73.6K
|
278
$74.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-122- 2.9% |
$26.5K - $32.3K
|
4.09K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
25+ 1.47% |
$5.44K - $6.62K
|
1.73K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
3.13KNew |
$680K - $828K
|
3.13K
$834K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.6K+ 101.88% |
$3.82M - $4.65M
|
34.8K
$9.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
45+ 0.57% |
$9.78K - $11.9K
|
8.01K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-323- 10.14% |
$70.2K - $85.5K
|
2.86K
$764K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
45+ 3.49% |
$9.78K - $11.9K
|
1.33K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
467+ 6.46% |
$102K - $124K
|
7.7K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 1.11% |
$6.52K - $7.94K
|
2.72K
$727K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-35- 11.63% |
$7.61K - $9.27K
|
266
$71K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
140+ 2.19% |
$30.4K - $37.1K
|
6.53K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
633+ 30.91% |
$138K - $168K
|
2.68K
$715K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.87K+ 2.72% |
$623K - $758K
|
108K
$28.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
810+ 5.19% |
$176K - $214K
|
16.4K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
32+ 0.66% |
$6.96K - $8.47K
|
4.85K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
46+ 0.85% |
$10K - $12.2K
|
5.46K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-61- 3.09% |
$13.3K - $16.1K
|
1.91K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-3.51K- 3.47% |
$763K - $929K
|
97.6K
$26.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-86- 0.86% |
$18.7K - $22.8K
|
9.9K
$2.64M
|