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 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$488K - $594K
|
2.25K
$599K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
307+ 16.4% |
$66.7K - $81.3K
|
2.18K
$581K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-11- 0.13% |
$2.39K - $2.91K
|
8.29K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.12% |
$870 - $1.06K
|
3.3K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.21K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.96K - $2.38K
|
5.33K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.95K+ 5.48% |
$425K - $517K
|
37.6K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
318+ 5.57% |
$69.1K - $84.2K
|
6.03K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-835- 8.51% |
$182K - $221K
|
8.97K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-178- 1.91% |
$38.7K - $47.1K
|
9.15K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
29+ 1.53% |
$6.3K - $7.68K
|
1.92K
$512K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 3.06% |
$13.3K - $16.1K
|
2.05K
$548K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
159+ 13.9% |
$34.6K - $42.1K
|
1.3K
$348K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
875New |
$190K - $232K
|
875
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
985+ 22.88% |
$214K - $261K
|
5.29K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2+ 0.17% |
$435 - $529
|
1.16K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-8.63K- 65.26% |
$1.88M - $2.29M
|
4.6K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$217 - $265
|
492
$131K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.73K- 5.63% |
$375K - $457K
|
29K
$7.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-308- 8.13% |
$67K - $81.5K
|
3.48K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.35K+ 35.3% |
$1.6M - $1.95M
|
28.2K
$7.52M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-264- 2.34% |
$57.4K - $69.9K
|
11K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.07K- 5.79% |
$450K - $547K
|
33.6K
$8.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-849- 2.74% |
$185K - $225K
|
30.1K
$8.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-870- 23.01% |
$189K - $230K
|
2.91K
$777K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-80- 21.28% |
$17.4K - $21.2K
|
296
$79K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
850New |
$185K - $225K
|
850
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 41.91% |
$2.64M - $3.21M
|
16.8K
$4.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.44K- 16.92% |
$313K - $381K
|
7.08K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.75K- 49.3% |
$380K - $463K
|
1.8K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 0.69% |
$1.74K - $2.12K
|
1.16K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76+ 0.79% |
$16.5K - $20.1K
|
9.64K
$2.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-120- 38.83% |
$26.1K - $31.8K
|
189
$50.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
79+ 0.98% |
$17.2K - $20.9K
|
8.13K
$2.17M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
363+ 5.72% |
$78.9K - $96.1K
|
6.71K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
34+ 2.02% |
$7.39K - $9K
|
1.72K
$459K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$5.87K - $7.15K
|
21.7K
$5.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
75+ 8.12% |
$16.3K - $19.9K
|
999
$267K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5- 0.16% |
$1.09K - $1.32K
|
3.04K
$812K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
258+ 27.36% |
$56.1K - $68.3K
|
1.2K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
855New |
$186K - $226K
|
855
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
29+ 0.25% |
$6.3K - $7.68K
|
11.8K
$3.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.11% |
$1.74K - $2.12K
|
7.01K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-873- 18.92% |
$190K - $231K
|
3.74K
$998K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-282- 2.35% |
$61.3K - $74.7K
|
11.7K
$3.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
813New |
$177K - $215K
|
813
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-56- 35.9% |
$12.2K - $14.8K
|
100
$26.7K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
35+ 3.45% |
$7.61K - $9.27K
|
1.05K
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
798+ 0.23% |
$173K - $211K
|
353K
$94.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200+ 46.4% |
$43.5K - $52.9K
|
631
$168K
|