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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
605+ 16.7% |
$134K - $178K
|
4.23K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-8.37K- 10.0% |
$1.85M - $2.47M
|
75.3K
$23.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.71K+ 118.01% |
$598K - $798K
|
5K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
831New |
$184K - $245K
|
831
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22.6KNew |
$5M - $6.66M
|
22.6K
$7.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
393+ 3.46% |
$86.9K - $116K
|
11.7K
$3.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
95+ 3.25% |
$21K - $28K
|
3.01K
$946K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-962- 8.41% |
$213K - $284K
|
10.5K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
145+ 11.81% |
$32K - $42.7K
|
1.37K
$431K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.91K- 10.9% |
$865K - $1.15M
|
32K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.25K+ 14.36% |
$497K - $662K
|
17.9K
$5.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-4- 0.06% |
$884 - $1.18K
|
6.42K
$2.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
5+ 0.32% |
$1.11K - $1.47K
|
1.57K
$491K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
101+ 0.09% |
$22.3K - $29.8K
|
107K
$33.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-1.53K- 31.24% |
$338K - $451K
|
3.37K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
500New |
$111K - $147K
|
500
$157K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
90+ 35.57% |
$19.9K - $26.5K
|
343
$108K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-87- 3.6% |
$19.2K - $25.6K
|
2.33K
$732K
|
|
|
Aug 01, 2025
Q2 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-18.4K- 28.89% |
$4.06M - $5.41M
|
45.2K
$14.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
42+ 4.94% |
$9.28K - $12.4K
|
892
$280K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-931- 16.66% |
$206K - $274K
|
4.66K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15+ 0.09% |
$3.32K - $4.42K
|
16K
$5.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-534- 6.37% |
$118K - $157K
|
7.84K
$2.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-12- 0.72% |
$2.65K - $3.54K
|
1.66K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-529- 4.69% |
$117K - $156K
|
10.8K
$3.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-5- 0.06% |
$1.11K - $1.47K
|
8.96K
$2.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.19K- 5.75% |
$927K - $1.24M
|
68.8K
$21.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
686New |
$152K - $202K
|
686
$215K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-79- 56.83% |
$17.5K - $23.3K
|
60
$18.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
46+ 1.1% |
$10.2K - $13.6K
|
4.24K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-58- 5.94% |
$12.8K - $17.1K
|
918
$288K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-545- 3.94% |
$120K - $161K
|
13.3K
$4.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
83New |
$18.3K - $24.5K
|
83
$26K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
452+ 45200.0% |
$99.9K - $133K
|
453
$142K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.02K+ 2.27% |
$1.33M - $1.77M
|
272K
$85.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 56.98% |
$133K - $177K
|
453
$142K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-390- 14.13% |
$86.2K - $115K
|
2.37K
$744K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-15- 0.5% |
$3.32K - $4.42K
|
2.99K
$936K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
406+ 1.19% |
$89.7K - $120K
|
34.5K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.6K- 91.43% |
$354K - $472K
|
150
$47.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-255- 42.36% |
$56.4K - $75.2K
|
347
$109K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-779- 5.84% |
$172K - $230K
|
12.6K
$3.94M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3- 0.06% |
$663 - $884
|
4.9K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
690New |
$153K - $203K
|
690
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
149+ 0.51% |
$32.9K - $43.9K
|
29.5K
$9.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.34K+ 33550.0% |
$297K - $396K
|
1.35K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
389+ 2.79% |
$86K - $115K
|
14.3K
$4.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-53- 3.28% |
$11.7K - $15.6K
|
1.56K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.73K+ 311.45% |
$823K - $1.1M
|
4.92K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-41- 3.42% |
$9.06K - $12.1K
|
1.16K
$364K
|