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 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
861New |
$190K - $254K
|
861
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
51+ 1.23% |
$11.3K - $15K
|
4.2K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
200+ 5.81% |
$44.2K - $59K
|
3.65K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-100- 8.7% |
$22.1K - $29.5K
|
1.05K
$329K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.96% |
$4.64K - $6.19K
|
2.22K
$696K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.55K - $2.06K
|
1.09K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
720New |
$159K - $212K
|
720
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
127+ 6.87% |
$28.1K - $37.4K
|
1.98K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
830New |
$183K - $245K
|
830
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$6.85K - $9.14K
|
31
$9.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-3.2K- 40.0% |
$707K - $943K
|
4.8K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-145- 3.33% |
$32K - $42.7K
|
4.21K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 1.16% |
$73.6K - $98.2K
|
29.1K
$9.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.56K+ 34.27% |
$344K - $459K
|
6.1K
$1.91M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-20- 1.22% |
$4.42K - $5.9K
|
1.62K
$509K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$663 - $884
|
439
$138K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.01K- 41.0% |
$218K - $266K
|
1.45K
$454K
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-18- 0.94% |
$3.91K - $4.77K
|
1.91K
$598K
|
|
|
Sep 25, 2025
Q1 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
92+ 5.17% |
$20K - $24.4K
|
1.87K
$587K
|
|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
811New |
$176K - $215K
|
811
$254K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.5K- 70.06% |
$2.72M - $3.32M
|
5.36K
$1.68M
|
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
775+ 9.64% |
$168K - $205K
|
8.82K
$2.77M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-645- 13.0% |
$140K - $171K
|
4.32K
$1.35M
|
|
|
Aug 14, 2025
Q1 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
60New |
$13K - $15.9K
|
60
$18.8K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.44KNew |
$314K - $382K
|
1.44K
$453K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-950Closed |
$207K - $252K
|
0
$0
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
907New |
$197K - $240K
|
907
$285K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
157New |
$34.1K - $41.6K
|
157
$49.3K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.8K- 20.0% |
$609K - $741K
|
11.2K
$3.51M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
83New |
$18K - $22K
|
83
$26K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.74K+ 612.18% |
$1.9M - $2.31M
|
10.2K
$3.19M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
380New |
$82.6K - $101K
|
380
$119K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
831New |
$181K - $220K
|
831
$261K
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
16.8K+ 2010.99% |
$3.66M - $4.46M
|
17.7K
$5.54M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
147New |
$32K - $38.9K
|
147
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-4K- 38.1% |
$870K - $1.06M
|
6.5K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-265- 23.98% |
$57.6K - $70.2K
|
840
$264K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 22.73% |
$5.44K - $6.62K
|
85
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-229- 19.49% |
$49.8K - $60.6K
|
946
$297K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
688KNew |
$150M - $182M
|
688K
$216M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 21.98% |
$4.35K - $5.29K
|
111
$34.8K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
205+ 15.94% |
$44.6K - $54.3K
|
1.49K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-522- 3.21% |
$113K - $138K
|
15.8K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.8K- 23.43% |
$2.78M - $3.39M
|
41.9K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-55- 4.74% |
$12K - $14.6K
|
1.11K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
879New |
$191K - $233K
|
879
$276K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-154- 9.29% |
$33.5K - $40.8K
|
1.5K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-324- 12.97% |
$70.4K - $85.8K
|
2.17K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.27% |
$2.17K - $2.65K
|
3.65K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-487- 40.52% |
$106K - $129K
|
715
$224K
|
|