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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-862- 40.32% |
$187K - $228K
|
1.28K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
798+ 55.49% |
$173K - $211K
|
2.24K
$579K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
887New |
$193K - $235K
|
887
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-151- 10.07% |
$32.8K - $40K
|
1.35K
$349K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
265+ 6.39% |
$57.6K - $70.2K
|
4.41K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
525New |
$114K - $139K
|
525
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$232K - $282K
|
1.07K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.57KNew |
$342K - $417K
|
1.57K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.62K- 17.22% |
$353K - $429K
|
7.8K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 19.67% |
$2.61K - $3.18K
|
49
$12.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.44K+ 97.7% |
$749K - $911K
|
6.97K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
430+ 156.36% |
$93.5K - $114K
|
705
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
294New |
$63.9K - $77.8K
|
294
$76.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.5K+ 49.1% |
$326K - $397K
|
4.56K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-203- 39.96% |
$44.1K - $53.7K
|
305
$79K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
807New |
$175K - $214K
|
807
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-20- 1.85% |
$4.35K - $5.29K
|
1.06K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
975New |
$212K - $258K
|
975
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
902New |
$196K - $239K
|
902
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
1.01KNew |
$220K - $267K
|
1.01K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
370+ 16.12% |
$80.4K - $98K
|
2.67K
$690K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
900New |
$196K - $238K
|
900
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
250+ 6.94% |
$54.4K - $66.2K
|
3.85K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-96- 10.36% |
$20.9K - $25.4K
|
831
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-285- 4.88% |
$62K - $75.5K
|
5.56K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
501+ 21.9% |
$109K - $133K
|
2.79K
$723K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
312New |
$67.8K - $82.6K
|
312
$80.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-52- 20.8% |
$11.3K - $13.8K
|
198
$51.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-349- 7.82% |
$75.9K - $92.4K
|
4.12K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 12.81% |
$43.5K - $52.9K
|
1.76K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
70+ 4.67% |
$15.2K - $18.5K
|
1.57K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
50+ 0.91% |
$10.9K - $13.2K
|
5.56K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
893New |
$194K - $236K
|
893
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
56.9KNew |
$12.4M - $15.1M
|
56.9K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-65- 2.64% |
$14.1K - $17.2K
|
2.39K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
687+ 6.34% |
$149K - $182K
|
11.5K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.42KNew |
$308K - $375K
|
1.42K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
33.5K+ 49.98% |
$7.27M - $8.86M
|
100K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.6% |
$5.87K - $7.15K
|
4.46K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
15+ 0.07% |
$3.26K - $3.97K
|
20.6K
$5.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-392- 22.34% |
$85.2K - $104K
|
1.36K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
826New |
$180K - $219K
|
826
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-19- 0.91% |
$4.13K - $5.03K
|
2.08K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5+ 0.14% |
$1.09K - $1.32K
|
3.55K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-33- 2.33% |
$7.17K - $8.74K
|
1.39K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-519- 33.31% |
$113K - $137K
|
1.04K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144+ 9.86% |
$31.3K - $38.1K
|
1.6K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
1.17KNew |
$255K - $311K
|
1.17K
$304K
|