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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.96K - $2.38K
|
3.14K
$814K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-5- 0.05% |
$1.09K - $1.32K
|
10.6K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
962New |
$209K - $255K
|
962
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-8- 0.87% |
$1.74K - $2.12K
|
911
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.75% |
$3.7K - $4.5K
|
2.29K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-261- 5.96% |
$56.7K - $69.1K
|
4.12K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.32K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
845New |
$184K - $224K
|
845
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-21- 1.38% |
$4.57K - $5.56K
|
1.5K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.52% |
$3.48K - $4.24K
|
3.03K
$786K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-4- 2.15% |
$870 - $1.06K
|
182
$47.2K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-210- 6.72% |
$45.7K - $55.6K
|
2.91K
$755K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-113- 2.82% |
$24.6K - $29.9K
|
3.89K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-406- 16.41% |
$88.3K - $107K
|
2.07K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.0% |
$47.8K - $58.2K
|
880
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 5.49% |
$10.9K - $13.2K
|
960
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.73K+ 11.38% |
$594K - $723K
|
26.7K
$6.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
916New |
$199K - $243K
|
916
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-9.15K- 7.31% |
$1.99M - $2.42M
|
116K
$30M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.15% |
$4.35K - $5.29K
|
1.76K
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-200- 0.9% |
$43.5K - $52.9K
|
22K
$5.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-86- 1.61% |
$18.7K - $22.8K
|
5.26K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30+ 2.29% |
$6.52K - $7.94K
|
1.34K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 27.02% |
$323K - $393K
|
4.01K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-359- 6.07% |
$78K - $95K
|
5.56K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-50- 1.52% |
$10.9K - $13.2K
|
3.25K
$842K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
28+ 2.18% |
$6.09K - $7.41K
|
1.31K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
13+ 0.92% |
$2.83K - $3.44K
|
1.42K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.21K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 3.06% |
$13.3K - $16.1K
|
2.05K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-870- 23.01% |
$189K - $230K
|
2.91K
$754K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-80- 21.28% |
$17.4K - $21.2K
|
296
$76.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
850New |
$185K - $225K
|
850
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.75K- 49.3% |
$380K - $463K
|
1.8K
$466K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
258+ 27.36% |
$56.1K - $68.3K
|
1.2K
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-282- 2.35% |
$61.3K - $74.7K
|
11.7K
$3.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-56- 35.9% |
$12.2K - $14.8K
|
100
$25.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 0.77% |
$3.04K - $3.71K
|
1.83K
$474K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
293+ 31.2% |
$63.7K - $77.6K
|
1.23K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$197K - $240K
|
906
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
902New |
$196K - $239K
|
902
$234K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
87+ 16.57% |
$18.9K - $23K
|
612
$159K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 8.03% |
$54.4K - $66.2K
|
2.87K
$742K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 3.5% |
$21.7K - $26.5K
|
2.76K
$714K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.11K+ 72.61% |
$676K - $823K
|
7.39K
$1.92M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 26.93% |
$80.2K - $97.7K
|
1K
$259K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.04K- 10.23% |
$225K - $274K
|
9.09K
$2.36M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
98+ 1.92% |
$20.1K - $23.3K
|
5.21K
$1.35M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
36+ 8.37% |
$7.38K - $8.57K
|
466
$121K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.27K- 5.15% |
$1.08M - $1.25M
|
96.9K
$25.1M
|
|