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 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-14- 0.16% |
$3.09K - $4.13K
|
8.65K
$2.24M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9- 0.5% |
$1.99K - $2.65K
|
1.8K
$466K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 1.04% |
$3.32K - $4.42K
|
1.43K
$369K
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
13+ 0.53% |
$2.87K - $3.83K
|
2.47K
$640K
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
771New |
$170K - $227K
|
771
$200K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
99+ 4.14% |
$21.9K - $29.2K
|
2.49K
$645K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.24K- 3.13% |
$1.16M - $1.54M
|
162K
$42.1M
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
812New |
$179K - $239K
|
812
$210K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 1.3% |
$11.1K - $14.7K
|
3.81K
$986K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
665New |
$147K - $196K
|
665
$172K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20+ 0.47% |
$4.42K - $5.9K
|
4.26K
$1.1M
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
200+ 2.08% |
$44.2K - $59K
|
9.8K
$2.54M
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
886+ 15.36% |
$196K - $261K
|
6.65K
$1.72M
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
724New |
$160K - $213K
|
724
$188K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
901+ 11.9% |
$199K - $266K
|
8.47K
$2.19M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.1K+ 97.69% |
$243K - $324K
|
2.22K
$576K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.19KNew |
$263K - $351K
|
1.19K
$309K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-58- 7.76% |
$12.8K - $17.1K
|
689
$179K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
121+ 1.1% |
$26.7K - $35.7K
|
11.1K
$2.87M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.19% |
$442 - $590
|
1.05K
$272K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.8K
$1.24M
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-300- 25.73% |
$66.3K - $88.4K
|
866
$224K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 0.1% |
$4.42K - $5.9K
|
20.6K
$5.34M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-82- 0.89% |
$18.1K - $24.2K
|
9.14K
$2.37M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 88.28% |
$601K - $801K
|
5.8K
$1.5M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-483- 22.72% |
$107K - $142K
|
1.64K
$426K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.37% |
$884 - $1.18K
|
1.1K
$285K
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-127- 1.82% |
$28.1K - $37.4K
|
6.87K
$1.78M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.99K+ 0.76% |
$661K - $882K
|
398K
$103M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
538+ 45.9% |
$119K - $159K
|
1.71K
$443K
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-111- 0.23% |
$24.5K - $32.7K
|
47.1K
$12.2M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
135+ 11.65% |
$29.8K - $39.8K
|
1.29K
$335K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
75+ 5.61% |
$16.6K - $22.1K
|
1.41K
$366K
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.62KNew |
$800K - $1.07M
|
3.62K
$937K
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
160+ 15.36% |
$35.4K - $47.2K
|
1.2K
$311K
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
782New |
$173K - $231K
|
782
$203K
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
43+ 0.44% |
$9.5K - $12.7K
|
9.8K
$2.54M
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.4KNew |
$531K - $708K
|
2.4K
$623K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.05% |
$1.11K - $1.47K
|
10.4K
$2.71M
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
2.09K
$540K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
339+ 13.18% |
$74.9K - $99.9K
|
2.91K
$754K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-501- 3.39% |
$111K - $148K
|
14.3K
$3.69M
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
964New |
$213K - $284K
|
964
$250K
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1+ 0.1% |
$221 - $295
|
1.05K
$271K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-44- 1.09% |
$9.73K - $13K
|
4K
$1.04M
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2- 0.23% |
$442 - $590
|
885
$229K
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
765New |
$169K - $226K
|
765
$198K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
147+ 5.81% |
$32.5K - $43.3K
|
2.68K
$693K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-154- 1.86% |
$34K - $45.4K
|
8.13K
$2.11M
|