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 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-69- 3.05% |
$15K - $18.3K
|
2.19K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
879New |
$191K - $233K
|
879
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3+ 0.19% |
$652 - $794
|
1.59K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
272+ 12.06% |
$59.1K - $72K
|
2.53K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
90New |
$19.6K - $23.8K
|
90
$24K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-300- 7.77% |
$65.2K - $79.4K
|
3.56K
$951K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-5.21K- 9.13% |
$1.13M - $1.38M
|
51.9K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.6KNew |
$4.26M - $5.18M
|
19.6K
$5.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$2.39K - $2.91K
|
10.7K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
43+ 1.65% |
$9.35K - $11.4K
|
2.65K
$706K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-336- 20.9% |
$73K - $89K
|
1.27K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
66+ 4.11% |
$14.3K - $17.5K
|
1.67K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-410- 0.9% |
$89.1K - $109K
|
45K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
72+ 4.32% |
$15.7K - $19.1K
|
1.74K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
36+ 2.6% |
$7.83K - $9.53K
|
1.42K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-290- 5.01% |
$63K - $76.8K
|
5.5K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
142+ 19.4% |
$30.9K - $37.6K
|
874
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
185+ 0.36% |
$40.2K - $49K
|
51.6K
$13.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.17K- 31.71% |
$255K - $311K
|
2.53K
$674K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.62% |
$1.3K - $1.59K
|
970
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-497- 8.58% |
$108K - $132K
|
5.3K
$1.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.61% |
$10.9K - $13.2K
|
8.26K
$2.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.44K
$650K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
891New |
$194K - $236K
|
891
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-649- 2.59% |
$141K - $172K
|
24.4K
$6.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.55K- 2.69% |
$1.64M - $2M
|
273K
$72.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
15+ 0.9% |
$3.26K - $3.97K
|
1.69K
$451K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-317- 2.31% |
$68.9K - $83.9K
|
13.4K
$3.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-26- 23.01% |
$5.65K - $6.88K
|
87
$23.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
314+ 9.47% |
$68.3K - $83.1K
|
3.63K
$969K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.55K+ 29.48% |
$336K - $409K
|
6.79K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 0.59% |
$8.48K - $10.3K
|
6.59K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
286+ 0.63% |
$62.2K - $75.7K
|
45.4K
$12.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-329- 0.8% |
$71.5K - $87.1K
|
41K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 12.14% |
$25K - $30.4K
|
1.06K
$283K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-646- 11.46% |
$140K - $171K
|
4.99K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.58% |
$435 - $529
|
349
$93.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
20+ 0.46% |
$4.35K - $5.29K
|
4.34K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32.1K- 27.5% |
$6.97M - $8.49M
|
84.6K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.63K+ 460.67% |
$1.22M - $1.49M
|
6.86K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
457+ 4.11% |
$99.4K - $121K
|
11.6K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-924- 5.02% |
$201K - $245K
|
17.5K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-234- 2.39% |
$50.9K - $61.9K
|
9.54K
$2.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-733- 10.15% |
$159K - $194K
|
6.49K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-5.14K- 7.51% |
$1.12M - $1.36M
|
63.3K
$16.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1.86K- 14.95% |
$403K - $491K
|
10.6K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22+ 1.94% |
$4.78K - $5.82K
|
1.16K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
277+ 16.23% |
$60.2K - $73.3K
|
1.98K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.28K+ 7.69% |
$277K - $338K
|
17.9K
$4.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 26.32% |
$1.09K - $1.32K
|
14
$3.74K
|