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
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.3% |
$2.87K - $3.83K
|
4.41K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-23- 0.67% |
$5.08K - $6.78K
|
3.42K
$886K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1K- 10.98% |
$221K - $295K
|
8.11K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-360- 5.31% |
$79.6K - $106K
|
6.43K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-332- 3.39% |
$73.4K - $97.9K
|
9.47K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-138- 8.12% |
$30.5K - $40.7K
|
1.56K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2K- 5.57% |
$443K - $591K
|
34K
$8.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-781- 12.65% |
$173K - $230K
|
5.39K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-157- 1.93% |
$34.7K - $46.3K
|
7.99K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.71KNew |
$378K - $504K
|
1.71K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.66KNew |
$367K - $490K
|
1.66K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 1.72% |
$12.2K - $16.2K
|
3.15K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
13.5K+ 167.48% |
$2.97M - $3.97M
|
21.5K
$5.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
777New |
$172K - $229K
|
777
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 2.56% |
$4.78M - $6.38M
|
868K
$225M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
242+ 11.23% |
$53.5K - $71.3K
|
2.4K
$621K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-91- 2.49% |
$20.1K - $26.8K
|
3.56K
$922K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
200+ 2.0% |
$44.2K - $59K
|
10.2K
$2.64M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
705New |
$156K - $208K
|
705
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.51K- 6.84% |
$554K - $739K
|
34.1K
$8.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
58New |
$12.8K - $17.1K
|
58
$15K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-882- 0.8% |
$195K - $260K
|
109K
$28.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-108- 1.79% |
$23.9K - $31.8K
|
5.94K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-247- 2.27% |
$54.6K - $72.8K
|
10.7K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.58K+ 4.84% |
$348K - $465K
|
34.1K
$8.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-7- 0.05% |
$1.55K - $2.06K
|
13.2K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
132+ 12.05% |
$29.2K - $38.9K
|
1.23K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-2.1K- 14.43% |
$464K - $618K
|
12.4K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
28+ 0.08% |
$6.19K - $8.25K
|
35.6K
$9.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
638+ 25.97% |
$141K - $188K
|
3.1K
$802K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-343- 8.02% |
$75.8K - $101K
|
3.94K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-234- 0.99% |
$51.7K - $69K
|
23.4K
$6.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
48+ 1.39% |
$10.6K - $14.1K
|
3.5K
$905K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.4K- 5.29% |
$530K - $707K
|
42.9K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-193- 20.82% |
$42.7K - $56.9K
|
734
$190K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
86+ 0.12% |
$19K - $25.4K
|
69.7K
$18.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
861New |
$190K - $254K
|
861
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
128+ 12.32% |
$28.3K - $37.7K
|
1.17K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
15.3K+ 2274.74% |
$3.38M - $4.51M
|
16K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23+ 58.97% |
$5.08K - $6.78K
|
62
$16.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
527+ 17.57% |
$116K - $155K
|
3.53K
$914K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-62- 1.27% |
$13.7K - $18.3K
|
4.84K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.2KNew |
$264K - $352K
|
1.2K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-589- 5.78% |
$130K - $174K
|
9.6K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-143- 15.66% |
$31.6K - $42.2K
|
770
$199K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 23.29% |
$245K - $327K
|
5.87K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.12K- 1.07% |
$247K - $330K
|
104K
$26.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
155+ 0.92% |
$34.3K - $45.7K
|
17.1K
$4.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
773New |
$171K - $228K
|
773
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
364+ 5.5% |
$80.5K - $107K
|
6.98K
$1.81M
|