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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
428+ 13.01% |
$100K - $125K
|
3.72K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
121+ 6.3% |
$28.4K - $35.4K
|
2.04K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2+ 0.27% |
$470 - $585
|
734
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
739+ 10.61% |
$173K - $216K
|
7.7K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
91+ 1.31% |
$21.4K - $26.6K
|
7.06K
$2.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-40- 2.48% |
$9.39K - $11.7K
|
1.57K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1K+ 60.1% |
$235K - $292K
|
2.66K
$801K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-314- 2.15% |
$73.7K - $91.8K
|
14.3K
$4.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
45+ 0.59% |
$10.6K - $13.2K
|
7.71K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-898- 13.01% |
$211K - $263K
|
6.01K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
44+ 0.62% |
$10.3K - $12.9K
|
7.12K
$2.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-29- 1.11% |
$6.81K - $8.48K
|
2.6K
$781K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
26+ 0.5% |
$6.1K - $7.6K
|
5.25K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.4K+ 3.05% |
$2.21M - $2.75M
|
317K
$95.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
173+ 1.64% |
$40.6K - $50.6K
|
10.7K
$3.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.12% |
$235 - $292
|
857
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
29+ 0.43% |
$6.81K - $8.48K
|
6.8K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-675- 4.67% |
$158K - $197K
|
13.8K
$4.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
350+ 0.62% |
$82.2K - $102K
|
56.6K
$17M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.06KNew |
$248K - $309K
|
1.06K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
100+ 1.02% |
$23.5K - $29.2K
|
9.91K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-17- 1.65% |
$3.99K - $4.97K
|
1.01K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-101- 8.33% |
$23.7K - $29.5K
|
1.11K
$334K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-321- 3.98% |
$75.4K - $93.9K
|
7.74K
$2.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
29.4K+ 3.39% |
$6.9M - $8.6M
|
897K
$270M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-86- 9.89% |
$20.2K - $25.2K
|
784
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
45+ 1.61% |
$10.6K - $13.2K
|
2.84K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
299+ 4.45% |
$70.2K - $87.4K
|
7.02K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-225- 14.62% |
$52.8K - $65.8K
|
1.31K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
945New |
$222K - $276K
|
945
$284K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
26.5K+ 24.14% |
$6.22M - $7.75M
|
136K
$41M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
737+ 4.26% |
$173K - $216K
|
18.1K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
70.8KNew |
$16.6M - $20.7M
|
70.8K
$21.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-256- 2.16% |
$60.1K - $74.9K
|
11.6K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.2K+ 16.44% |
$5.21M - $6.48M
|
157K
$47.3M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-53K- 4.39% |
$12.4M - $15.5M
|
1.15M
$347M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 0.42% |
$20.4K - $25.4K
|
20.7K
$6.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
193+ 0.97% |
$45.3K - $56.4K
|
20.1K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
76+ 2.02% |
$17.8K - $22.2K
|
3.84K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-230- 13.88% |
$54K - $67.3K
|
1.43K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-71.4K- 47.15% |
$16.8M - $20.9M
|
80.1K
$24.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
98+ 6.89% |
$23K - $28.7K
|
1.52K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-16- 0.97% |
$3.76K - $4.68K
|
1.63K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
SELL
|
- |
-45- 0.27% |
$10.6K - $13.2K
|
16.8K
$5.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
80+ 3.57% |
$18.8K - $23.4K
|
2.32K
$699K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$462K - $575K
|
1.97K
$592K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-170- 1.36% |
$39.9K - $49.7K
|
12.3K
$3.71M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
400+ 8.5% |
$93.9K - $117K
|
5.11K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
29+ 6.62% |
$6.81K - $8.48K
|
467
$140K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 3.66% |
$423K - $526K
|
47.4K
$14.3M
|