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 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
765New |
$169K - $226K
|
765
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-12- 0.82% |
$2.65K - $3.54K
|
1.44K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.34KNew |
$517K - $689K
|
2.34K
$723K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
42+ 1.76% |
$9.28K - $12.4K
|
2.43K
$751K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-99- 42.67% |
$21.9K - $29.2K
|
133
$41.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.09K+ 200.32% |
$1.79M - $2.38M
|
12.1K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
766New |
$169K - $226K
|
766
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.45% |
$884 - $1.18K
|
901
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 1.64% |
$12.8K - $17.1K
|
3.47K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.03K- 60.69% |
$449K - $599K
|
1.32K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
314+ 29.4% |
$69.4K - $92.6K
|
1.38K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 6.94% |
$22.1K - $29.5K
|
1.54K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-445- 3.73% |
$98.4K - $131K
|
11.5K
$3.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-25- 2.78% |
$5.53K - $7.37K
|
874
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
59+ 1.45% |
$13K - $17.4K
|
4.14K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
861+ 1.74% |
$190K - $254K
|
50.4K
$15.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 11.1% |
$20.8K - $27.7K
|
941
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
896New |
$198K - $264K
|
896
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1K- 28.07% |
$221K - $295K
|
2.56K
$792K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
15+ 1.15% |
$3.32K - $4.42K
|
1.32K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
51+ 2.04% |
$11.3K - $15K
|
2.55K
$789K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.5% |
$1.55K - $2.06K
|
1.4K
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-538- 7.74% |
$119K - $159K
|
6.41K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
743New |
$164K - $219K
|
743
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-72- 1.59% |
$15.9K - $21.2K
|
4.46K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
889New |
$196K - $262K
|
889
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
4New |
$884 - $1.18K
|
4
$1.24K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$12.2K - $16.2K
|
55
$17K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.5% |
$1.11K - $1.47K
|
1.01K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-466- 13.71% |
$103K - $137K
|
2.93K
$906K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.7KNew |
$3.03M - $4.04M
|
13.7K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-241- 21.77% |
$53.3K - $71K
|
866
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-57- 3.41% |
$12.6K - $16.8K
|
1.61K
$499K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
104+ 3.45% |
$23K - $30.7K
|
3.12K
$964K
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11.2KNew |
$2.47M - $3.29M
|
11.2K
$3.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-30- 0.62% |
$6.63K - $8.84K
|
4.82K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-20- 0.72% |
$4.42K - $5.9K
|
2.77K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.71% |
$11.1K - $14.7K
|
825
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
72+ 8.78% |
$15.9K - $21.2K
|
892
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-150- 3.66% |
$33.2K - $44.2K
|
3.95K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 5.56% |
$22.1K - $29.5K
|
1.7K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
85+ 10.3% |
$18.8K - $25.1K
|
910
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.94% |
$4.64K - $6.19K
|
1.06K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
749New |
$166K - $221K
|
749
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-74- 1.28% |
$16.4K - $21.8K
|
5.71K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.78KNew |
$615K - $820K
|
2.78K
$860K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
693New |
$153K - $204K
|
693
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-273- 9.2% |
$60.3K - $80.5K
|
2.7K
$833K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
730New |
$161K - $215K
|
730
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-364- 3.58% |
$80.5K - $107K
|
9.81K
$3.03M
|