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 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5.13KNew |
$1.12M - $1.36M
|
5.13K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-692- 4.48% |
$150K - $183K
|
14.8K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.31% |
$870 - $1.06K
|
1.28K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-101- 3.45% |
$22K - $26.7K
|
2.83K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
100+ 3.85% |
$21.7K - $26.5K
|
2.7K
$719K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-24.9K- 6.9% |
$5.41M - $6.59M
|
336K
$89.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.17K+ 19.83% |
$906K - $1.1M
|
25.2K
$6.72M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 2.62% |
$16.3K - $19.9K
|
2.93K
$783K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
122+ 6.3% |
$26.5K - $32.3K
|
2.06K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 6.78% |
$259K - $315K
|
16.4K
$4.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.59% |
$2.83K - $3.44K
|
2.21K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 2.08% |
$3.04K - $3.71K
|
688
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.63K+ 6.29% |
$353K - $430K
|
27.5K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-196- 1.4% |
$42.6K - $51.9K
|
13.8K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.23K- 20.15% |
$484K - $590K
|
8.82K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-593- 14.19% |
$129K - $157K
|
3.59K
$957K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.55K+ 135.89% |
$554K - $675K
|
4.42K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
BUY
|
- |
10+ 0.18% |
$2.17K - $2.65K
|
5.66K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-51- 2.19% |
$11.1K - $13.5K
|
2.28K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.75K+ 11.02% |
$380K - $463K
|
17.6K
$4.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.4K- 5.01% |
$6.82M - $8.31M
|
595K
$159M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
994+ 21.13% |
$216K - $263K
|
5.7K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
86+ 0.68% |
$18.7K - $22.8K
|
12.7K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
294+ 2.66% |
$63.9K - $77.8K
|
11.3K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 93.55% |
$6.3K - $7.68K
|
60
$16K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.99K+ 8.38% |
$433K - $527K
|
25.8K
$6.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124+ 8.06% |
$27K - $32.8K
|
1.66K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
452+ 4.73% |
$98.3K - $120K
|
10K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.86K+ 27.92% |
$1.93M - $2.35M
|
40.6K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4K- 99.98% |
$870K - $1.06M
|
1
$267
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-3.36K- 33.28% |
$730K - $890K
|
6.74K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.5K+ 15.58% |
$5.1M - $6.22M
|
174K
$46.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
937+ 6.88% |
$204K - $248K
|
14.5K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.61K- 8.01% |
$351K - $427K
|
18.5K
$4.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.95K- 7.48% |
$1.08M - $1.31M
|
61.2K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
96+ 6.08% |
$20.9K - $25.4K
|
1.68K
$447K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.17% |
$1.3K - $1.59K
|
3.6K
$959K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.7% |
$267K - $325K
|
8.44K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-49- 0.31% |
$10.7K - $13K
|
15.9K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.05K+ 14.13% |
$228K - $278K
|
8.48K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
54+ 1.41% |
$11.7K - $14.3K
|
3.88K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-142- 32.87% |
$30.9K - $37.6K
|
290
$77.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
625+ 4.74% |
$136K - $165K
|
13.8K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
117+ 4.29% |
$25.4K - $31K
|
2.84K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.97K- 4.12% |
$429K - $522K
|
45.9K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 52.76% |
$348K - $424K
|
4.64K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-219- 2.42% |
$47.6K - $58K
|
8.84K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-999- 2.07% |
$217K - $264K
|
47.3K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-55- 1.46% |
$12K - $14.6K
|
3.7K
$988K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.4K+ 18.1% |
$304K - $370K
|
9.12K
$2.43M
|