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 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-99- 7.59% |
$21.5K - $26.2K
|
1.21K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-801- 14.99% |
$174K - $212K
|
4.54K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.0% |
$47.8K - $58.2K
|
880
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
34.9K+ 634.43% |
$7.59M - $9.24M
|
40.4K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 5.49% |
$10.9K - $13.2K
|
960
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
61+ 1.3% |
$13.3K - $16.1K
|
4.75K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.38% |
$652 - $794
|
783
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
155+ 12.02% |
$33.7K - $41K
|
1.45K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-55- 0.73% |
$12K - $14.6K
|
7.51K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.92% |
$435 - $529
|
219
$58.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.41K- 2.84% |
$742K - $904K
|
117K
$31.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.33% |
$15.7K - $19.1K
|
3.16K
$843K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-427- 2.3% |
$92.8K - $113K
|
18.1K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
385+ 12.78% |
$83.7K - $102K
|
3.4K
$907K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-220- 2.21% |
$47.8K - $58.2K
|
9.75K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 56.52% |
$2.83K - $3.44K
|
36
$9.61K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-321- 17.51% |
$69.8K - $85K
|
1.51K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-31- 3.13% |
$6.74K - $8.21K
|
958
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
272+ 18.38% |
$59.1K - $72K
|
1.75K
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 7.45% |
$2.61K - $3.18K
|
173
$46.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-119- 0.33% |
$25.9K - $31.5K
|
36K
$9.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.73K+ 11.38% |
$594K - $723K
|
26.7K
$7.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
916New |
$199K - $243K
|
916
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-9.15K- 7.31% |
$1.99M - $2.42M
|
116K
$30.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-500- 4.2% |
$109K - $132K
|
11.4K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.15% |
$4.35K - $5.29K
|
1.76K
$470K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-60- 1.34% |
$13K - $15.9K
|
4.4K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-265- 1.03% |
$57.6K - $70.2K
|
25.4K
$6.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-200- 0.9% |
$43.5K - $52.9K
|
22K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.54% |
$2.17K - $2.65K
|
1.87K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.64K+ 33.23% |
$357K - $435K
|
6.59K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-163- 5.91% |
$35.4K - $43.2K
|
2.6K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.1K+ 49.07% |
$240K - $292K
|
3.35K
$894K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-115- 2.44% |
$25K - $30.4K
|
4.6K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.25% |
$2.39K - $2.91K
|
4.4K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-250- 1.0% |
$54.4K - $66.2K
|
24.8K
$6.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-4- 0.11% |
$870 - $1.06K
|
3.58K
$956K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-6.19K- 18.03% |
$1.35M - $1.64M
|
28.2K
$7.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-86- 1.61% |
$18.7K - $22.8K
|
5.26K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58+ 8.42% |
$12.6K - $15.4K
|
747
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.03KNew |
$224K - $272K
|
1.03K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-495- 25.82% |
$108K - $131K
|
1.42K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-459- 9.57% |
$99.8K - $122K
|
4.34K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
38+ 0.39% |
$8.26K - $10.1K
|
9.9K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
410+ 6.6% |
$89.1K - $109K
|
6.62K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-57- 1.83% |
$12.4K - $15.1K
|
3.05K
$814K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23K- 18.54% |
$5M - $6.09M
|
101K
$27M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 35.19% |
$372K - $453K
|
6.58K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
901New |
$196K - $239K
|
901
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-550- 13.07% |
$120K - $146K
|
3.66K
$976K
|