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 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
45+ 4.7% |
$9.78K - $11.9K
|
1K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
362+ 34.57% |
$78.7K - $95.8K
|
1.41K
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31+ 0.44% |
$6.74K - $8.21K
|
7.16K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
690+ 28.83% |
$150K - $183K
|
3.08K
$823K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.01K+ 398.9% |
$871K - $1.06M
|
5.01K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
19+ 0.47% |
$4.13K - $5.03K
|
4.08K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
372+ 10.98% |
$80.9K - $98.5K
|
3.76K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
913New |
$198K - $242K
|
913
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
53+ 2.58% |
$11.5K - $14K
|
2.11K
$563K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-389- 1.39% |
$84.6K - $103K
|
27.7K
$7.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
343+ 3.64% |
$74.6K - $90.8K
|
9.77K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
10+ 0.08% |
$2.17K - $2.65K
|
12.4K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-22- 0.32% |
$4.78K - $5.82K
|
6.91K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 0.6% |
$8.91K - $10.9K
|
6.86K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 2.22% |
$4.57K - $5.56K
|
966
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-5- 0.05% |
$1.09K - $1.32K
|
10.6K
$2.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$217 - $265
|
6.79K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-44- 0.48% |
$9.57K - $11.6K
|
9.05K
$2.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.03K+ 5.71% |
$224K - $273K
|
19.1K
$5.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-44- 0.56% |
$9.57K - $11.6K
|
7.85K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
962New |
$209K - $255K
|
962
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.72K- 10.59% |
$1.03M - $1.25M
|
39.8K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
378+ 3.74% |
$82.2K - $100K
|
10.5K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.26% |
$2.61K - $3.18K
|
4.68K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.12K+ 14.46% |
$244K - $298K
|
8.9K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-408- 5.13% |
$88.7K - $108K
|
7.54K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
389+ 6.85% |
$84.6K - $103K
|
6.07K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-794- 28.47% |
$173K - $210K
|
2K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.7K+ 2.88% |
$1.02M - $1.24M
|
168K
$44.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
851New |
$185K - $225K
|
851
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-44- 1.35% |
$9.57K - $11.6K
|
3.2K
$855K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-531- 1.08% |
$115K - $141K
|
48.8K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.32% |
$4.35K - $5.29K
|
6.26K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-65- 6.2% |
$14.1K - $17.2K
|
984
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.5% |
$2.39K - $2.91K
|
2.2K
$586K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
37+ 1.31% |
$8.04K - $9.8K
|
2.87K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.12KNew |
$244K - $297K
|
1.12K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.06K+ 0.75% |
$230K - $280K
|
141K
$37.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
5.85K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.14K- 2.73% |
$247K - $301K
|
40.5K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 51.27% |
$646K - $786K
|
2.82K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
138+ 9.79% |
$30K - $36.5K
|
1.55K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-8- 0.87% |
$1.74K - $2.12K
|
911
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-46.3K- 96.71% |
$10.1M - $12.2M
|
1.58K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.38M- 99.6% |
$953M - $1.16B
|
17.7K
$4.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-57- 1.21% |
$12.4K - $15.1K
|
4.66K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.75% |
$3.7K - $4.5K
|
2.29K
$612K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-398- 1.85% |
$86.5K - $105K
|
21.2K
$5.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9+ 0.53% |
$1.96K - $2.38K
|
1.72K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
166+ 1.78% |
$36.1K - $43.9K
|
9.5K
$2.54M
|