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 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
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
510+ 2.84% |
$113K - $150K
|
18.5K
$5.79M
|
|
|
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
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
1.07KNew |
$236K - $315K
|
1.07K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-146- 14.41% |
$32.3K - $43K
|
867
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-127K- 87.36% |
$28M - $37.4M
|
18.4K
$5.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-872- 8.48% |
$193K - $257K
|
9.42K
$2.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-670- 20.18% |
$148K - $198K
|
2.65K
$831K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-690- 1.85% |
$153K - $203K
|
36.6K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-128- 5.27% |
$28.3K - $37.7K
|
2.3K
$722K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
400+ 40.65% |
$88.4K - $118K
|
1.38K
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
687New |
$152K - $203K
|
687
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-213- 20.25% |
$47.1K - $62.8K
|
839
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
744+ 78.4% |
$164K - $219K
|
1.69K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
48+ 4.31% |
$10.6K - $14.1K
|
1.16K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
63New |
$13.9K - $18.6K
|
63
$19.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
253+ 7.15% |
$55.9K - $74.6K
|
3.79K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
11.3K+ 2.23% |
$2.49M - $3.32M
|
516K
$162M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-15- 0.69% |
$3.32K - $4.42K
|
2.15K
$674K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-47- 1.62% |
$10.4K - $13.9K
|
2.85K
$893K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
714New |
$158K - $210K
|
714
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.64KNew |
$1.02M - $1.37M
|
4.64K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-397- 1.43% |
$87.7K - $117K
|
27.3K
$8.56M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
499+ 5.18% |
$110K - $147K
|
10.1K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-308- 5.85% |
$68.1K - $90.8K
|
4.96K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
14+ 1.45% |
$3.09K - $4.13K
|
977
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-83- 4.72% |
$18.3K - $24.5K
|
1.68K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.26% |
$1.33K - $1.77K
|
2.31K
$725K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-457- 0.83% |
$101K - $135K
|
54.7K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
528+ 27.7% |
$117K - $156K
|
2.43K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.74K- 16.68% |
$385K - $513K
|
8.69K
$2.73M
|