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 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
969New |
$214K - $286K
|
969
$251K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-32- 1.44% |
$7.07K - $9.43K
|
2.19K
$568K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$663 - $884
|
439
$114K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-672- 4.8% |
$149K - $198K
|
13.3K
$3.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
271+ 4.49% |
$59.9K - $79.9K
|
6.3K
$1.63M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.37% |
$44.2K - $59K
|
14.4K
$3.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.51K+ 10.15% |
$1.22M - $1.63M
|
59.8K
$15.5M
|
|
| Q1 2025 | |||||||
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.5K- 70.06% |
$2.72M - $3.32M
|
5.36K
$1.39M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-79.5K- 1.19% |
$17.3M - $21M
|
6.62M
$1.71B
|
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
775+ 9.64% |
$168K - $205K
|
8.82K
$2.28M
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
100+ 6.02% |
$21.7K - $26.5K
|
1.76K
$456K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-65- 70.65% |
$14.1K - $17.2K
|
27
$7K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-297- 2.37% |
$64.6K - $78.6K
|
12.2K
$3.17M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-398- 3.04% |
$86.5K - $105K
|
12.7K
$3.28M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-645- 13.0% |
$140K - $171K
|
4.32K
$1.12M
|
|
|
Aug 14, 2025
Q1 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
60New |
$13K - $15.9K
|
60
$15.5K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.44KNew |
$314K - $382K
|
1.44K
$374K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-950Closed |
$207K - $252K
|
0
$0
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
90+ 0.52% |
$19.6K - $23.8K
|
17.5K
$4.53M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
907New |
$197K - $240K
|
907
$235K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
157New |
$34.1K - $41.6K
|
157
$40.7K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.8K- 20.0% |
$609K - $741K
|
11.2K
$2.9M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
243+ 7.72% |
$52.8K - $64.3K
|
3.39K
$878K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
83New |
$18K - $22K
|
83
$21.5K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.74K+ 612.18% |
$1.9M - $2.31M
|
10.2K
$2.63M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
380New |
$82.6K - $101K
|
380
$98.5K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-32- 2.84% |
$6.96K - $8.47K
|
1.09K
$283K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
831New |
$181K - $220K
|
831
$215K
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
16.8K+ 2010.99% |
$3.66M - $4.46M
|
17.7K
$4.58M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
147New |
$32K - $38.9K
|
147
$38.1K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-3.5K- 58.33% |
$761K - $927K
|
2.5K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-4K- 38.1% |
$870K - $1.06M
|
6.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-265- 23.98% |
$57.6K - $70.2K
|
840
$218K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 22.73% |
$5.44K - $6.62K
|
85
$22K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-229- 19.49% |
$49.8K - $60.6K
|
946
$245K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
688KNew |
$150M - $182M
|
688K
$178M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 21.98% |
$4.35K - $5.29K
|
111
$28.8K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
374+ 3.19% |
$81.3K - $99K
|
12.1K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
205+ 15.94% |
$44.6K - $54.3K
|
1.49K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-522- 3.21% |
$113K - $138K
|
15.8K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.8K- 23.43% |
$2.78M - $3.39M
|
41.9K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-55- 4.74% |
$12K - $14.6K
|
1.11K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-388- 20.11% |
$84.4K - $103K
|
1.54K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
879New |
$191K - $233K
|
879
$228K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 4.47% |
$21.7K - $26.5K
|
2.14K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 5.87% |
$2.54M - $3.1M
|
188K
$48.6M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-154- 9.29% |
$33.5K - $40.8K
|
1.5K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-324- 12.97% |
$70.4K - $85.8K
|
2.17K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.27% |
$2.17K - $2.65K
|
3.65K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.45K+ 28.41% |
$1.62M - $1.97M
|
33.7K
$8.72M
|
|