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 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-132- 1.47% |
$29.2K - $38.9K
|
8.84K
$2.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
149+ 1.67% |
$32.9K - $43.9K
|
9.06K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.22K
$835K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
72+ 0.86% |
$15.9K - $21.2K
|
8.43K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.8% |
$3.98K - $5.31K
|
2.23K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.83K- 3.54% |
$404K - $539K
|
49.8K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-211- 2.95% |
$46.6K - $62.2K
|
6.95K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
29+ 0.74% |
$6.41K - $8.55K
|
3.97K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-70- 0.35% |
$15.5K - $20.6K
|
20.2K
$5.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14+ 0.28% |
$3.09K - $4.13K
|
5.09K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-39- 2.37% |
$8.62K - $11.5K
|
1.61K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
734New |
$162K - $216K
|
734
$190K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 9.63% |
$573K - $764K
|
29.5K
$7.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-8- 0.45% |
$1.77K - $2.36K
|
1.78K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
335+ 3.25% |
$74K - $98.8K
|
10.7K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-889- 83.79% |
$196K - $262K
|
172
$44.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
861+ 1.74% |
$190K - $254K
|
50.4K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 11.1% |
$20.8K - $27.7K
|
941
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.87K+ 85.79% |
$412K - $550K
|
4.04K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
78+ 5.36% |
$17.2K - $23K
|
1.53K
$397K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
896New |
$198K - $264K
|
896
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8+ 0.48% |
$1.77K - $2.36K
|
1.66K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
181+ 3.11% |
$40K - $53.4K
|
6.01K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$442 - $590
|
4.07K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-125- 9.53% |
$27.6K - $36.8K
|
1.19K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1K- 28.07% |
$221K - $295K
|
2.56K
$664K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
15+ 1.15% |
$3.32K - $4.42K
|
1.32K
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.35K+ 27.05% |
$740K - $987K
|
15.7K
$4.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$2.65K - $3.54K
|
10.7K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
51+ 2.04% |
$11.3K - $15K
|
2.55K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.5% |
$1.55K - $2.06K
|
1.4K
$363K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-538- 7.74% |
$119K - $159K
|
6.41K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 4.4% |
$4.2K - $5.6K
|
451
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
64+ 3.25% |
$14.1K - $18.9K
|
2.03K
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-419- 1.03% |
$92.6K - $124K
|
40.2K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
20.9K+ 6.04% |
$4.61M - $6.15M
|
366K
$94.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.24K+ 14.0% |
$275K - $366K
|
10.1K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
267+ 7.3% |
$59K - $78.7K
|
3.93K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.86K- 8.19% |
$412K - $549K
|
20.9K
$5.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.11K+ 9.3% |
$246K - $328K
|
13.1K
$3.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
45+ 0.5% |
$9.95K - $13.3K
|
9.12K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.23K+ 0.13% |
$271K - $362K
|
978K
$253M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
300+ 0.33% |
$66.3K - $88.4K
|
91.8K
$23.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-62.9K- 5.43% |
$13.9M - $18.6M
|
1.1M
$284M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
743New |
$164K - $219K
|
743
$192K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-72- 1.59% |
$15.9K - $21.2K
|
4.46K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
575+ 127.21% |
$127K - $169K
|
1.03K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
10.9K+ 3.25% |
$2.41M - $3.21M
|
347K
$89.8M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-67- 1.27% |
$14.8K - $19.8K
|
5.22K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-154- 1.47% |
$34K - $45.4K
|
10.3K
$2.68M
|