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 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.79K+ 683.48% |
$1.5M - $2M
|
7.78K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.94K- 7.07% |
$429K - $572K
|
25.5K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-255- 4.04% |
$56.4K - $75.2K
|
6.06K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-138- 10.11% |
$30.5K - $40.7K
|
1.23K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
42+ 1.03% |
$9.28K - $12.4K
|
4.14K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.97K- 21.92% |
$435K - $581K
|
7.02K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.81K+ 395.83% |
$399K - $532K
|
2.26K
$586K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
822New |
$182K - $242K
|
822
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-211- 16.6% |
$46.6K - $62.2K
|
1.06K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
342+ 30.08% |
$75.6K - $101K
|
1.48K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-106- 9.24% |
$23.4K - $31.2K
|
1.04K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
902New |
$199K - $266K
|
902
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9+ 0.54% |
$1.99K - $2.65K
|
1.67K
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
5.07KNew |
$1.12M - $1.49M
|
5.07K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-66- 2.83% |
$14.6K - $19.5K
|
2.26K
$586K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
62+ 0.64% |
$13.7K - $18.3K
|
9.7K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
799New |
$177K - $236K
|
799
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 1.27% |
$3.09K - $4.13K
|
1.12K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.66K- 12.5% |
$367K - $489K
|
11.6K
$3.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-119- 6.49% |
$26.3K - $35.1K
|
1.72K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.46% |
$221 - $295
|
220
$57K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.55K- 7.18% |
$1.23M - $1.64M
|
71.8K
$18.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-544- 0.89% |
$120K - $160K
|
60.7K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.49K+ 1.43% |
$1.88M - $2.5M
|
603K
$156M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.59K- 34.18% |
$352K - $470K
|
3.07K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
53+ 0.23% |
$11.7K - $15.6K
|
23.4K
$6.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
53+ 3.08% |
$11.7K - $15.6K
|
1.77K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-431- 19.6% |
$95.3K - $127K
|
1.77K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-58- 29.9% |
$12.8K - $17.1K
|
136
$35.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63.5KNew |
$14M - $18.7M
|
63.5K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
7.76K+ 61.85% |
$1.71M - $2.29M
|
20.3K
$5.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-28- 0.08% |
$6.19K - $8.25K
|
34.6K
$8.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$221 - $295
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.32K- 6.19% |
$291K - $388K
|
20K
$5.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-300- 14.61% |
$66.3K - $88.4K
|
1.75K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-495- 5.0% |
$109K - $146K
|
9.41K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
217+ 1.57% |
$48K - $64K
|
14K
$3.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
769New |
$170K - $227K
|
769
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-142- 2.58% |
$31.4K - $41.9K
|
5.37K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-100- 6.74% |
$22.1K - $29.5K
|
1.38K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8+ 0.51% |
$1.77K - $2.36K
|
1.58K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3- 1.36% |
$663 - $884
|
217
$56.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7+ 0.41% |
$1.55K - $2.06K
|
1.72K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
5.91K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
255+ 2.98% |
$56.4K - $75.2K
|
8.81K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
813New |
$180K - $240K
|
813
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-771- 1.71% |
$170K - $227K
|
44.3K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
69+ 0.73% |
$15.3K - $20.3K
|
9.53K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-34- 3.03% |
$7.52K - $10K
|
1.09K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
728New |
$161K - $215K
|
728
$189K
|