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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.57M+ 57.52% |
$1.65B - $2B
|
20.7M
$5.37B
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9+ 0.65% |
$1.96K - $2.38K
|
1.39K
$361K
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.26K- 6.02% |
$274K - $334K
|
19.7K
$5.09M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
500New |
$109K - $132K
|
500
$130K
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-13.6K- 15.52% |
$2.96M - $3.6M
|
74K
$19.2M
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-83- 8.45% |
$18K - $22K
|
899
$233K
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
200+ 14.38% |
$43.5K - $52.9K
|
1.59K
$412K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-871- 6.44% |
$189K - $231K
|
12.7K
$3.28M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
805New |
$175K - $213K
|
805
$209K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
15.6KNew |
$3.4M - $4.14M
|
15.6K
$4.05M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164+ 1.57% |
$35.7K - $43.4K
|
10.6K
$2.75M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
70+ 1.46% |
$15.2K - $18.5K
|
4.87K
$1.26M
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-165- 2.47% |
$35.9K - $43.7K
|
6.51K
$1.69M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
125New |
$27.2K - $33.1K
|
125
$32.4K
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
851New |
$185K - $225K
|
851
$220K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
789+ 11.25% |
$172K - $209K
|
7.8K
$2.02M
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-17- 1.68% |
$3.7K - $4.5K
|
997
$258K
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
207+ 4.93% |
$45K - $54.8K
|
4.41K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
554New |
$120K - $147K
|
554
$144K
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-2.1K- 67.74% |
$457K - $556K
|
1K
$259K
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-2.2K- 11.0% |
$478K - $582K
|
17.8K
$4.61M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-26- 0.34% |
$5.65K - $6.88K
|
7.7K
$2M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
529+ 38.17% |
$115K - $140K
|
1.92K
$496K
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-47.3K- 93.44% |
$10.3M - $12.5M
|
3.32K
$860K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
923New |
$201K - $244K
|
923
$239K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 14.13% |
$65.2K - $79.4K
|
1.82K
$472K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-50- 6.82% |
$10.9K - $13.2K
|
683
$177K
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
824New |
$179K - $218K
|
824
$213K
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-160- 13.49% |
$34.8K - $42.4K
|
1.03K
$266K
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
4KNew |
$870K - $1.06M
|
4K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
842New |
$183K - $223K
|
842
$218K
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
55KNew |
$12M - $14.6M
|
55K
$14.2M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5- 23.81% |
$1.09K - $1.32K
|
16
$4.15K
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.94K
$1.28M
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-27- 6.32% |
$5.87K - $7.15K
|
400
$104K
|
|
May 09, 2025
Q1 2025
|
Park Circle CO
|
SELL
|
- |
-7.1K- 50.0% |
$1.54M - $1.88M
|
7.1K
$1.84M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-240- 6.79% |
$52.2K - $63.5K
|
3.3K
$854K
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.12% |
$217 - $265
|
825
$214K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
111New |
$24.1K - $29.4K
|
111
$28.8K
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 0.51% |
$16.3K - $19.9K
|
14.5K
$3.76M
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-436- 18.84% |
$94.8K - $115K
|
1.88K
$487K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-985- 13.13% |
$214K - $261K
|
6.52K
$1.69M
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
954New |
$207K - $253K
|
954
$247K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
328New |
$71.3K - $86.8K
|
328
$85K
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.28K- 34.03% |
$495K - $602K
|
4.41K
$1.14M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-126- 5.77% |
$27.4K - $33.4K
|
2.06K
$533K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
220+ 3.45% |
$47.8K - $58.2K
|
6.6K
$1.71M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.59K- 52.88% |
$1.43M - $1.74M
|
5.87K
$1.52M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.25KNew |
$271K - $330K
|
1.25K
$323K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
23.7K+ 2133.0% |
$5.16M - $6.28M
|
24.8K
$6.43M
|