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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 4.34% |
$1.06M - $1.32M
|
109K
$34.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
250+ 4.75% |
$58.7K - $73.1K
|
5.51K
$1.73M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-157- 15.53% |
$36.9K - $45.9K
|
854
$268K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-166- 10.2% |
$39K - $48.6K
|
1.46K
$459K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-326- 3.69% |
$76.5K - $95.3K
|
8.52K
$2.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
915+ 97.76% |
$215K - $268K
|
1.85K
$581K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-121- 0.76% |
$28.4K - $35.4K
|
15.8K
$4.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
59+ 3.02% |
$13.9K - $17.3K
|
2.01K
$632K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.03K+ 2.58% |
$242K - $302K
|
41K
$12.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-268- 4.66% |
$62.9K - $78.4K
|
5.49K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.47K+ 32.32% |
$344K - $429K
|
6.01K
$1.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$235 - $292
|
3.31K
$1.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14+ 4.05% |
$3.29K - $4.09K
|
360
$113K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-45- 9.28% |
$10.6K - $13.2K
|
440
$138K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 12.49% |
$244K - $304K
|
7.27K
$2.28M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$1.17K - $1.46K
|
19.7K
$6.17M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.42% |
$1.17K - $1.46K
|
1.19K
$372K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-421- 1.76% |
$98.8K - $123K
|
23.5K
$7.37M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-98- 2.56% |
$23K - $28.7K
|
3.73K
$1.17M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
219+ 12.44% |
$51.4K - $64.1K
|
1.98K
$621K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
442+ 35.5% |
$104K - $129K
|
1.69K
$529K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
52+ 1.19% |
$12.2K - $15.2K
|
4.41K
$1.38M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-37- 0.5% |
$8.69K - $10.8K
|
7.38K
$2.31M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
3+ 0.7% |
$704 - $877
|
429
$135K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
41+ 0.38% |
$9.63K - $12K
|
10.8K
$3.37M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.83K- 53.76% |
$665K - $829K
|
2.44K
$765K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.37K+ 6.95% |
$321K - $400K
|
21K
$6.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1+ 0.12% |
$235 - $292
|
821
$258K
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$2.6M - $3.24M
|
11.1K
$3.47M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.01K+ 100.9% |
$237K - $295K
|
2.01K
$631K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-26- 0.21% |
$6.1K - $7.6K
|
12.4K
$3.89M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$939 - $1.17K
|
4
$1.25K
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 8.16% |
$23.5K - $29.2K
|
1.33K
$416K
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.23K- 3.73% |
$524K - $653K
|
57.6K
$18.1M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.55K- 16.22% |
$1.3M - $1.62M
|
28.7K
$8.99M
|
|
|
Oct 01, 2025
Q3 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-800- 5.56% |
$188K - $234K
|
13.6K
$4.27M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-151- 5.13% |
$35.5K - $44.2K
|
2.79K
$876K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.43K- 2.7% |
$335K - $417K
|
51.5K
$16.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-64- 0.78% |
$15K - $18.7K
|
8.19K
$2.57M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-988- 7.41% |
$232K - $289K
|
12.3K
$3.87M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-322- 0.5% |
$75.6K - $94.2K
|
63.5K
$19.9M
|
|
| Q2 2025 | |||||||
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-636- 12.41% |
$141K - $187K
|
4.49K
$1.41M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
214+ 17.69% |
$47.3K - $63.1K
|
1.42K
$447K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-148- 1.52% |
$32.7K - $43.6K
|
9.59K
$3.01M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
388+ 11.81% |
$85.8K - $114K
|
3.67K
$1.15M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-566- 34.6% |
$125K - $167K
|
1.07K
$336K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-9.42K- 10.85% |
$2.08M - $2.78M
|
77.4K
$24.3M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.2KNew |
$265K - $354K
|
1.2K
$376K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
9.09KNew |
$2.01M - $2.68M
|
9.09K
$2.85M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.46K- 0.63% |
$543K - $725K
|
388K
$122M
|
|