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 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.55K - $2.06K
|
1.2K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
93+ 3.46% |
$20.6K - $27.4K
|
2.78K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
50.2K+ 731.66% |
$11.1M - $14.8M
|
57K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.24K+ 14.05% |
$936K - $1.25M
|
34.4K
$8.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
43.7K+ 117.41% |
$9.65M - $12.9M
|
80.9K
$20.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
734+ 11.77% |
$162K - $216K
|
6.97K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
685+ 7.41% |
$151K - $202K
|
9.93K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-96- 6.64% |
$21.2K - $28.3K
|
1.35K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-331- 0.59% |
$73.2K - $97.6K
|
56.1K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-671- 1.26% |
$148K - $198K
|
52.6K
$13.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.8K- 23.41% |
$2.39M - $3.19M
|
35.4K
$9.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
2.22K+ 0.63% |
$490K - $653K
|
355K
$92M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
66+ 6.75% |
$14.6K - $19.5K
|
1.04K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6- 0.5% |
$1.33K - $1.77K
|
1.2K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
684New |
$151K - $202K
|
684
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
30+ 1.71% |
$6.63K - $8.84K
|
1.78K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-874- 14.19% |
$193K - $258K
|
5.29K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-16- 0.66% |
$3.54K - $4.72K
|
2.42K
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
35+ 2.36% |
$7.74K - $10.3K
|
1.52K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
987New |
$218K - $291K
|
987
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
154+ 12.08% |
$34K - $45.4K
|
1.43K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-29- 0.31% |
$6.41K - $8.55K
|
9.22K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.87K+ 145.28% |
$1.08M - $1.44M
|
8.23K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 0.66% |
$10.2K - $13.6K
|
6.92K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
847New |
$187K - $250K
|
847
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$1.11K - $1.47K
|
1.68K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-556- 12.57% |
$123K - $164K
|
3.87K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
23+ 2.75% |
$5.08K - $6.78K
|
858
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.02K+ 75.45% |
$888K - $1.18M
|
9.34K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25+ 1.63% |
$5.53K - $7.37K
|
1.56K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
339+ 5.03% |
$74.9K - $99.9K
|
7.08K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
936New |
$207K - $276K
|
936
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
437+ 17.47% |
$96.6K - $129K
|
2.94K
$761K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.54K+ 59.26% |
$1.45M - $1.93M
|
17.6K
$4.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
51+ 3.06% |
$11.3K - $15K
|
1.72K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-128- 1.41% |
$28.3K - $37.7K
|
8.92K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-27- 4.68% |
$5.97K - $7.96K
|
550
$142K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-36- 13.43% |
$7.96K - $10.6K
|
232
$60.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-980- 6.76% |
$217K - $289K
|
13.5K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 1.34% |
$1.33K - $1.77K
|
443
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
187+ 0.91% |
$41.3K - $55.1K
|
20.8K
$5.4M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.98K- 3.68% |
$880K - $1.17M
|
104K
$27M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-54- 3.39% |
$11.9K - $15.9K
|
1.54K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
947New |
$209K - $279K
|
947
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.45K+ 7.21% |
$320K - $427K
|
21.5K
$5.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
750New |
$166K - $221K
|
750
$194K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.32KNew |
$293K - $390K
|
1.32K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-20- 0.58% |
$4.42K - $5.9K
|
3.4K
$882K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
100+ 1.14% |
$22.1K - $29.5K
|
8.86K
$2.29M
|