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 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
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-41- 3.42% |
$9.06K - $12.1K
|
1.16K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.5K- 36.6% |
$774K - $1.03M
|
6.06K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-364- 15.5% |
$80.5K - $107K
|
1.98K
$622K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.63KNew |
$582K - $776K
|
2.63K
$825K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-23- 2.55% |
$5.08K - $6.78K
|
879
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
941New |
$208K - $277K
|
941
$295K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
10New |
$2.21K - $2.95K
|
10
$3.14K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
426New |
$94.2K - $126K
|
426
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.98K- 0.29% |
$880K - $1.17M
|
1.35M
$424M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
$7.29K - $9.73K
|
33
$10.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-7- 0.75% |
$1.55K - $2.06K
|
932
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.72K- 10.77% |
$1.26M - $1.68M
|
47.3K
$14.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-45- 0.34% |
$9.95K - $13.3K
|
13.1K
$4.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-5.47K- 87.37% |
$1.21M - $1.61M
|
790
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.16K- 13.25% |
$257K - $343K
|
7.61K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-215- 0.91% |
$47.5K - $63.4K
|
23.5K
$7.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-186- 16.94% |
$41.1K - $54.8K
|
912
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 33.33% |
$11.1K - $14.7K
|
200
$62.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-412- 12.6% |
$91.1K - $121K
|
2.86K
$897K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-25- 0.17% |
$5.53K - $7.37K
|
14.5K
$4.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-926- 6.39% |
$205K - $273K
|
13.6K
$4.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-285- 17.18% |
$63K - $84K
|
1.37K
$431K
|