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 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$221 - $295
|
1
$314
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
70+ 1.72% |
$15.5K - $20.6K
|
4.14K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.87KNew |
$634K - $845K
|
2.87K
$900K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
21+ 2.37% |
$4.64K - $6.19K
|
906
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
780New |
$172K - $230K
|
780
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
3.12KNew |
$690K - $920K
|
3.12K
$979K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
810New |
$179K - $239K
|
810
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-245- 4.72% |
$54.2K - $72.2K
|
4.95K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
5+ 0.53% |
$1.11K - $1.47K
|
940
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-75- 1.63% |
$16.6K - $22.1K
|
4.53K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
767New |
$170K - $226K
|
767
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2KNew |
$442K - $590K
|
2K
$627K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
316+ 2.61% |
$69.8K - $93.2K
|
12.4K
$3.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-19- 17.43% |
$4.2K - $5.6K
|
90
$28.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
720New |
$159K - $212K
|
720
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
767New |
$170K - $226K
|
767
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-864- 55.21% |
$191K - $255K
|
701
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
805New |
$178K - $237K
|
805
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-782- 1.34% |
$173K - $231K
|
57.5K
$18M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
700New |
$155K - $206K
|
700
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$500K - $667K
|
2.26K
$710K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
704New |
$156K - $208K
|
704
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 40.79% |
$247K - $330K
|
1.62K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-127- 11.44% |
$28.1K - $37.4K
|
983
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
380+ 273.38% |
$84K - $112K
|
519
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-60- 0.66% |
$13.3K - $17.7K
|
9.08K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-138- 8.12% |
$30.5K - $40.7K
|
1.56K
$490K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-781- 12.65% |
$173K - $230K
|
5.39K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.71KNew |
$378K - $504K
|
1.71K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 1.72% |
$12.2K - $16.2K
|
3.15K
$988K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
705New |
$156K - $208K
|
705
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
58New |
$12.8K - $17.1K
|
58
$18.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-343- 8.02% |
$75.8K - $101K
|
3.94K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
861New |
$190K - $254K
|
861
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23+ 58.97% |
$5.08K - $6.78K
|
62
$19.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3- 0.02% |
$663 - $884
|
14K
$4.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
450New |
$99.5K - $133K
|
450
$141K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-275- 0.4% |
$60.8K - $81.1K
|
69K
$21.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 1.06% |
$88.4K - $118K
|
37.5K
$11.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.01K- 56.06% |
$223K - $297K
|
790
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
755New |
$167K - $223K
|
755
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.06% |
$663 - $884
|
5.3K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
776New |
$172K - $229K
|
776
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.96K+ 23.25% |
$874K - $1.17M
|
21K
$6.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.79K+ 683.48% |
$1.5M - $2M
|
7.78K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.81K+ 395.83% |
$399K - $532K
|
2.26K
$709K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
902New |
$199K - $266K
|
902
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-66- 2.83% |
$14.6K - $19.5K
|
2.26K
$710K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
62+ 0.64% |
$13.7K - $18.3K
|
9.7K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-119- 6.49% |
$26.3K - $35.1K
|
1.72K
$538K
|