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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-26- 0.34% |
$5.65K - $6.88K
|
7.7K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-47.3K- 93.44% |
$10.3M - $12.5M
|
3.32K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 14.13% |
$65.2K - $79.4K
|
1.82K
$564K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
824New |
$179K - $218K
|
824
$255K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-160- 13.49% |
$34.8K - $42.4K
|
1.03K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
4KNew |
$870K - $1.06M
|
4K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
842New |
$183K - $223K
|
842
$260K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
55KNew |
$12M - $14.6M
|
55K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5- 23.81% |
$1.09K - $1.32K
|
16
$4.95K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-27- 6.32% |
$5.87K - $7.15K
|
400
$124K
|
|
|
May 09, 2025
Q1 2025
|
Park Circle CO
|
SELL
|
- |
-7.1K- 50.0% |
$1.54M - $1.88M
|
7.1K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-240- 6.79% |
$52.2K - $63.5K
|
3.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.12% |
$217 - $265
|
825
$255K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
111New |
$24.1K - $29.4K
|
111
$34.3K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-436- 18.84% |
$94.8K - $115K
|
1.88K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-985- 13.13% |
$214K - $261K
|
6.52K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
954New |
$207K - $253K
|
954
$295K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
328New |
$71.3K - $86.8K
|
328
$101K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-126- 5.77% |
$27.4K - $33.4K
|
2.06K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
220+ 3.45% |
$47.8K - $58.2K
|
6.6K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.59K- 52.88% |
$1.43M - $1.74M
|
5.87K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.25KNew |
$271K - $330K
|
1.25K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
23.7K+ 2133.0% |
$5.16M - $6.28M
|
24.8K
$7.68M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$234K - $285K
|
1.08K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.28KNew |
$277K - $338K
|
1.28K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.47K- 29.6% |
$318K - $388K
|
3.49K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
11+ 0.77% |
$2.39K - $2.91K
|
1.43K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
857New |
$186K - $227K
|
857
$265K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-290- 59.18% |
$63K - $76.8K
|
200
$61.8K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-340- 0.51% |
$73.9K - $90K
|
66.3K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-163- 2.18% |
$35.4K - $43.2K
|
7.32K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19.8K- 99.6% |
$4.31M - $5.25M
|
80
$24.7K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$219K - $267K
|
1.01K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
11.6KNew |
$2.52M - $3.07M
|
11.6K
$3.58M
|
|
|
May 07, 2025
Q1 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
29.1KNew |
$6.33M - $7.7M
|
29.1K
$9M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
87New |
$18.9K - $23K
|
87
$26.9K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
924New |
$201K - $245K
|
924
$286K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.08KNew |
$452K - $550K
|
2.08K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-8.8K- 40.55% |
$1.91M - $2.33M
|
12.9K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.06KNew |
$231K - $281K
|
1.06K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.1K+ 44.82% |
$239K - $291K
|
3.55K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.05KNew |
$228K - $278K
|
1.05K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-13.8K- 13.44% |
$3M - $3.66M
|
89K
$27.5M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.45% |
$217 - $265
|
68
$21K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.48KNew |
$1.84M - $2.25M
|
8.48K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.56K- 17.68% |
$991K - $1.21M
|
21.2K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
PUT |
480New |
$104K - $127K
|
480
$148K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-17.1K- 14.21% |
$3.71M - $4.52M
|
103K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 32.34% |
$246K - $300K
|
4.63K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.1K- 24.51% |
$457K - $556K
|
6.47K
$2M
|