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 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-23- 0.76% |
$5K - $6.09K
|
3K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27+ 2.92% |
$5.87K - $7.15K
|
953
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
20+ 0.25% |
$4.35K - $5.29K
|
8.12K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
377+ 36.53% |
$82K - $99.8K
|
1.41K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.28K+ 39.94% |
$496K - $604K
|
8K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
516+ 11.25% |
$112K - $137K
|
5.1K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
156+ 6.73% |
$33.9K - $41.3K
|
2.48K
$641K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
99+ 9.24% |
$21.5K - $26.2K
|
1.17K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-20- 1.22% |
$4.35K - $5.29K
|
1.62K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
833New |
$181K - $221K
|
833
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
3.13KNew |
$680K - $828K
|
3.13K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-323- 10.14% |
$70.2K - $85.5K
|
2.86K
$742K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.8K- 65.86% |
$390K - $475K
|
931
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-133- 9.02% |
$28.9K - $35.2K
|
1.34K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-655- 17.93% |
$142K - $173K
|
3K
$777K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 0.99% |
$2.17K - $2.65K
|
1K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 1.79% |
$217 - $265
|
55
$14.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
879New |
$191K - $233K
|
879
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3+ 0.19% |
$652 - $794
|
1.59K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
90New |
$19.6K - $23.8K
|
90
$23.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
43+ 1.65% |
$9.35K - $11.4K
|
2.65K
$686K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
36+ 2.6% |
$7.83K - $9.53K
|
1.42K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.61% |
$10.9K - $13.2K
|
8.26K
$2.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
891New |
$194K - $236K
|
891
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-26- 23.01% |
$5.65K - $6.88K
|
87
$22.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 12.14% |
$25K - $30.4K
|
1.06K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-733- 10.15% |
$159K - $194K
|
6.49K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124+ 8.06% |
$27K - $32.8K
|
1.66K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
452+ 4.73% |
$98.3K - $120K
|
10K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4K- 99.98% |
$870K - $1.06M
|
1
$259
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
117+ 4.29% |
$25.4K - $31K
|
2.84K
$736K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.59K- 1.58% |
$346K - $421K
|
98.7K
$25.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-5- 0.33% |
$1.09K - $1.32K
|
1.53K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.5K- 23.66% |
$544K - $662K
|
8.07K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-250- 1.78% |
$54.4K - $66.2K
|
13.8K
$3.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.07KNew |
$232K - $283K
|
1.07K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-78- 7.93% |
$17K - $20.6K
|
906
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 1.04% |
$6.52K - $7.94K
|
2.92K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
23New |
$5K - $6.09K
|
23
$5.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-9.19K- 18.1% |
$2M - $2.43M
|
41.6K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-261- 12.6% |
$56.7K - $69.1K
|
1.81K
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 2.53% |
$8.7K - $10.6K
|
1.54K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.9K- 11.31% |
$413K - $503K
|
14.9K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
15+ 1.22% |
$3.26K - $3.97K
|
1.25K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 2.8% |
$43.5K - $52.9K
|
6.95K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
280New |
$60.9K - $74.1K
|
280
$72.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
861New |
$187K - $228K
|
861
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-52- 2.95% |
$11.3K - $13.8K
|
1.71K
$443K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.6K- 2.99% |
$2.31M - $2.81M
|
345K
$89.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
851New |
$185K - $225K
|
851
$220K
|