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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31+ 0.44% |
$6.74K - $8.21K
|
7.16K
$1.9M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
30+ 1.13% |
$6.52K - $7.94K
|
2.68K
$710K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 1.11% |
$6.52K - $7.94K
|
2.72K
$722K
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 1.04% |
$6.52K - $7.94K
|
2.92K
$773K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30+ 2.29% |
$6.52K - $7.94K
|
1.34K
$355K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29+ 0.31% |
$6.3K - $7.68K
|
9.25K
$2.45M
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29+ 3.06% |
$6.3K - $7.68K
|
978
$259K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 25.0% |
$6.3K - $7.68K
|
145
$38.5K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 93.55% |
$6.3K - $7.68K
|
60
$15.9K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29+ 1.99% |
$6.3K - $7.68K
|
1.49K
$394K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 1.38% |
$6.3K - $7.68K
|
2.13K
$564K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
29+ 1.53% |
$6.3K - $7.68K
|
1.92K
$509K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
29+ 0.25% |
$6.3K - $7.68K
|
11.8K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
28+ 0.98% |
$6.09K - $7.41K
|
2.89K
$767K
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
28+ 1.94% |
$6.09K - $7.41K
|
1.47K
$390K
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
28+ 0.14% |
$6.09K - $7.41K
|
19.9K
$5.27M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 0.51% |
$6.09K - $7.41K
|
5.49K
$1.45M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.59% |
$6.09K - $7.41K
|
4.75K
$1.26M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28+ 1.46% |
$6.09K - $7.41K
|
1.95K
$517K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
28+ 2.18% |
$6.09K - $7.41K
|
1.31K
$347K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 0.34% |
$5.87K - $7.15K
|
8.01K
$2.12M
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27+ 2.92% |
$5.87K - $7.15K
|
953
$253K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.8% |
$5.87K - $7.15K
|
3.38K
$897K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$5.87K - $7.15K
|
21.7K
$5.75M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
26+ 0.51% |
$5.65K - $6.88K
|
5.09K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 2.29% |
$5.65K - $6.88K
|
1.16K
$308K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
26+ 1.03% |
$5.65K - $6.88K
|
2.55K
$677K
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.72K
$456K
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.73K
$458K
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
25+ 1.06% |
$5.44K - $6.62K
|
2.38K
$630K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 1.58% |
$5.44K - $6.62K
|
1.61K
$427K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 59.52% |
$5.44K - $6.62K
|
67
$17.8K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
25New |
$5.44K - $6.62K
|
25
$6.63K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25+ 2.24% |
$5.44K - $6.62K
|
1.14K
$303K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.84% |
$5.44K - $6.62K
|
3.01K
$799K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
25+ 1.47% |
$5.44K - $6.62K
|
1.73K
$457K
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
24New |
$5.22K - $6.35K
|
24
$6.36K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24+ 0.8% |
$5.22K - $6.35K
|
3.04K
$805K
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
24+ 1.57% |
$5.22K - $6.35K
|
1.55K
$412K
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.75% |
$5.22K - $6.35K
|
3.24K
$859K
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.89% |
$5K - $6.09K
|
2.62K
$694K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23+ 1.17% |
$5K - $6.09K
|
1.99K
$529K
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.66% |
$5K - $6.09K
|
3.49K
$926K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23+ 11.86% |
$5K - $6.09K
|
217
$57.5K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
23+ 5.62% |
$5K - $6.09K
|
432
$115K
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
23+ 0.64% |
$5K - $6.09K
|
3.6K
$956K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
23New |
$5K - $6.09K
|
23
$6.1K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22+ 1.94% |
$4.78K - $5.82K
|
1.16K
$307K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 1.29% |
$4.57K - $5.56K
|
1.64K
$436K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 2.22% |
$4.57K - $5.56K
|
966
$256K
|