Latest Institutional Purchases of International Business Machines Corp (IBM)
This list provides information on the latest institutional transactions involving International Business Machines Corp (IBM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
720+ 23.84% |
$157K - $191K
|
3.74K
$1.06M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
711+ 77.54% |
$155K - $188K
|
1.63K
$462K
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
706+ 1.03% |
$153K - $187K
|
69.3K
$19.7M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
702+ 36.41% |
$153K - $186K
|
2.63K
$746K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
700New |
$152K - $185K
|
700
$199K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
690+ 1.61% |
$150K - $183K
|
43.5K
$12.3M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
689+ 3.34% |
$150K - $182K
|
21.3K
$6.04M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
688+ 13.3% |
$150K - $182K
|
5.86K
$1.66M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
687+ 6.34% |
$149K - $182K
|
11.5K
$3.27M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
675+ 4.04% |
$147K - $179K
|
17.4K
$4.93M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
672+ 7.66% |
$146K - $178K
|
9.44K
$2.68M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
667+ 53.27% |
$145K - $177K
|
1.92K
$545K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
664+ 0.61% |
$144K - $176K
|
109K
$31M
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
663+ 12.54% |
$144K - $176K
|
5.95K
$1.69M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
662+ 4.62% |
$144K - $175K
|
15K
$4.26M
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
660New |
$143K - $175K
|
660
$187K
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
656+ 49.18% |
$143K - $174K
|
1.99K
$565K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
655+ 46.29% |
$142K - $173K
|
2.07K
$587K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
648+ 8.18% |
$141K - $172K
|
8.57K
$2.43M
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
644+ 2.77% |
$140K - $170K
|
23.9K
$6.77M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
640+ 14.01% |
$139K - $169K
|
5.21K
$1.48M
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
640+ 15.96% |
$139K - $169K
|
4.65K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
633+ 33.19% |
$138K - $168K
|
2.54K
$721K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
633+ 30.91% |
$138K - $168K
|
2.68K
$761K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
632+ 10.67% |
$137K - $167K
|
6.56K
$1.86M
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
625+ 4.74% |
$136K - $165K
|
13.8K
$3.92M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
617+ 65.08% |
$134K - $163K
|
1.57K
$444K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
615+ 29.08% |
$134K - $163K
|
2.73K
$775K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
613+ 4.6% |
$133K - $162K
|
13.9K
$3.96M
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
613+ 11.03% |
$133K - $162K
|
6.17K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
612+ 1.47% |
$133K - $162K
|
42.3K
$12M
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
609+ 2.45% |
$132K - $161K
|
25.5K
$7.24M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
608+ 38.12% |
$132K - $161K
|
2.2K
$625K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
607+ 11.76% |
$132K - $161K
|
5.77K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
604+ 1.54% |
$131K - $160K
|
39.9K
$11.3M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
601+ 32.14% |
$131K - $159K
|
2.47K
$701K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
600+ 3.29% |
$130K - $159K
|
18.9K
$5.35M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
596+ 3.73% |
$130K - $158K
|
16.6K
$4.71M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
594+ 0.54% |
$129K - $157K
|
110K
$31.3M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
593+ 4.65% |
$129K - $157K
|
13.3K
$3.79M
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
592+ 8.7% |
$129K - $157K
|
7.4K
$2.1M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
591+ 11.81% |
$128K - $156K
|
5.59K
$1.59M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
588+ 1.2% |
$128K - $156K
|
49.6K
$14.1M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
587+ 17.57% |
$128K - $155K
|
3.93K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
584+ 32.32% |
$127K - $155K
|
2.39K
$679K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
582+ 28.87% |
$127K - $154K
|
2.6K
$737K
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
578+ 12.67% |
$126K - $153K
|
5.14K
$1.46M
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
568+ 28.19% |
$123K - $150K
|
2.58K
$733K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
557New |
$121K - $147K
|
557
$158K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
557New |
$121K - $147K
|
557
$158K
|