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 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$234K - $285K
|
1.08K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.28KNew |
$277K - $338K
|
1.28K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.47K- 29.6% |
$318K - $388K
|
3.49K
$903K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
11+ 0.77% |
$2.39K - $2.91K
|
1.43K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
857New |
$186K - $227K
|
857
$222K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.3K+ 130.01% |
$283K - $345K
|
2.31K
$598K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-290- 59.18% |
$63K - $76.8K
|
200
$51.8K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-340- 0.51% |
$73.9K - $90K
|
66.3K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-163- 2.18% |
$35.4K - $43.2K
|
7.32K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19.8K- 99.6% |
$4.31M - $5.25M
|
80
$20.7K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$219K - $267K
|
1.01K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.57% |
$10.9K - $13.2K
|
8.67K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
11.6KNew |
$2.52M - $3.07M
|
11.6K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
29.1KNew |
$6.33M - $7.7M
|
29.1K
$7.54M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-494- 36.14% |
$107K - $131K
|
873
$226K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.51K+ 155.02% |
$329K - $401K
|
2.49K
$645K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-26- 0.25% |
$5.65K - $6.88K
|
10.4K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 0.34% |
$260K - $317K
|
354K
$91.7M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
87New |
$18.9K - $23K
|
87
$22.5K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
924New |
$201K - $245K
|
924
$239K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.08KNew |
$452K - $550K
|
2.08K
$539K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-8.8K- 40.55% |
$1.91M - $2.33M
|
12.9K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.06KNew |
$231K - $281K
|
1.06K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.1K+ 44.82% |
$239K - $291K
|
3.55K
$921K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.05KNew |
$228K - $278K
|
1.05K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-13.8K- 13.44% |
$3M - $3.66M
|
89K
$23.1M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.45% |
$217 - $265
|
68
$17.6K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.48KNew |
$1.84M - $2.25M
|
8.48K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.56K- 17.68% |
$991K - $1.21M
|
21.2K
$5.5M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
PUT |
480New |
$104K - $127K
|
480
$124K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-17.1K- 14.21% |
$3.71M - $4.52M
|
103K
$26.7M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 32.34% |
$246K - $300K
|
4.63K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-71- 2.07% |
$15.4K - $18.8K
|
3.37K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
270+ 2.13% |
$58.7K - $71.5K
|
13K
$3.36M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
911New |
$198K - $241K
|
911
$236K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.1K- 24.51% |
$457K - $556K
|
6.47K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-25- 0.18% |
$5.44K - $6.62K
|
13.9K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 45.45% |
$109K - $132K
|
600
$155K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
442+ 9.14% |
$96.1K - $117K
|
5.28K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
500New |
$109K - $132K
|
500
$130K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18+ 51.43% |
$3.91K - $4.77K
|
53
$13.7K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.25% |
$2.17K - $2.65K
|
4.04K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-17.8K- 77.45% |
$3.88M - $4.72M
|
5.19K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
276+ 8.56% |
$60K - $73.1K
|
3.5K
$907K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-15- 0.28% |
$3.26K - $3.97K
|
5.38K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
50+ 2.12% |
$10.9K - $13.2K
|
2.41K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.33KNew |
$289K - $352K
|
1.33K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$1.09K - $1.32K
|
5
$1.3K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
811New |
$176K - $215K
|
811
$210K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
77+ 3.61% |
$16.7K - $20.4K
|
2.21K
$572K
|