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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-72- 31.3% |
$15.7K - $19.1K
|
158
$40.9K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.06% |
$435 - $529
|
3.38K
$877K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
25New |
$5.44K - $6.62K
|
25
$6.48K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-55- 1.12% |
$12K - $14.6K
|
4.84K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-25- 1.18% |
$5.44K - $6.62K
|
2.09K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
797+ 12.55% |
$173K - $211K
|
7.15K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-3- 0.52% |
$652 - $794
|
574
$149K
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-700- 45.54% |
$152K - $185K
|
837
$217K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$435 - $529
|
942
$244K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-186- 4.38% |
$40.4K - $49.2K
|
4.06K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.56KNew |
$339K - $412K
|
1.56K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
810New |
$176K - $214K
|
810
$210K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-202- 15.49% |
$43.9K - $53.5K
|
1.1K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17+ 0.81% |
$3.7K - $4.5K
|
2.11K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.04K+ 18.92% |
$225K - $274K
|
6.5K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-396- 16.4% |
$86.1K - $105K
|
2.02K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.42% |
$21.7K - $26.5K
|
6.93K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-2- 0.2% |
$435 - $529
|
996
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 5.05% |
$21.7K - $26.5K
|
1.88K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.59% |
$152K - $185K
|
43.2K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-266- 22.13% |
$57.8K - $70.4K
|
936
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
400New |
$87K - $106K
|
400
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.21KNew |
$262K - $319K
|
1.21K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106New |
$23K - $28.1K
|
106
$27.5K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-100- 8.86% |
$21.7K - $26.5K
|
1.03K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.05KNew |
$228K - $277K
|
1.05K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
32.5K+ 1048.39% |
$7.07M - $8.6M
|
35.6K
$9.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-77- 2.73% |
$16.7K - $20.4K
|
2.74K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
182New |
$39.6K - $48.2K
|
182
$47.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 0.13% |
$21.1K - $25.7K
|
75.7K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-735- 8.53% |
$160K - $195K
|
7.88K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
870New |
$189K - $230K
|
870
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
810New |
$176K - $214K
|
810
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5+ 0.6% |
$1.09K - $1.32K
|
835
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-247- 1.68% |
$53.7K - $65.4K
|
14.4K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-62- 1.03% |
$13.5K - $16.4K
|
5.94K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
557New |
$121K - $147K
|
557
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.87K- 27.19% |
$407K - $496K
|
5.02K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.07% |
$435 - $529
|
3.05K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-400- 44.44% |
$87K - $106K
|
500
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-404- 0.64% |
$87.8K - $107K
|
62.9K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-34- 48.57% |
$7.39K - $9K
|
36
$9.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
601+ 32.14% |
$131K - $159K
|
2.47K
$640K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
38+ 3.4% |
$8.26K - $10.1K
|
1.16K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
400New |
$87K - $106K
|
400
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$1.96K - $2.38K
|
1.48K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-890- 0.86% |
$193K - $236K
|
103K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.72K
$446K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.42K- 57.19% |
$309K - $376K
|
1.06K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.48KNew |
$322K - $393K
|
1.48K
$384K
|