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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
50+ 6.08% |
$11.7K - $14.6K
|
872
$259K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
1.24K+ 14.09% |
$291K - $363K
|
10.1K
$2.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-21- 0.21% |
$4.93K - $6.14K
|
9.99K
$2.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
152+ 17.57% |
$35.7K - $44.5K
|
1.02K
$302K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
139+ 0.73% |
$32.6K - $40.7K
|
19.3K
$5.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$235 - $292
|
1.66K
$494K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
36+ 0.91% |
$8.45K - $10.5K
|
4K
$1.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.22% |
$1.88K - $2.34K
|
3.67K
$1.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-327- 11.16% |
$76.8K - $95.6K
|
2.6K
$774K
|
|
|
Oct 07, 2025
Q3 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-74- 0.86% |
$17.4K - $21.6K
|
8.5K
$2.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.02% |
$235 - $292
|
4.41K
$1.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-284- 11.86% |
$66.7K - $83.1K
|
2.11K
$627K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-97- 3.52% |
$22.8K - $28.4K
|
2.66K
$790K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 0.28% |
$3.29K - $4.09K
|
4.9K
$1.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.31K+ 77.54% |
$306K - $382K
|
2.99K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$235 - $292
|
5.73K
$1.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-185- 36.71% |
$43.4K - $54.1K
|
319
$94.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
210+ 2.22% |
$49.3K - $61.4K
|
9.65K
$2.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
17+ 0.22% |
$3.99K - $4.97K
|
7.79K
$2.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-12- 0.34% |
$2.82K - $3.51K
|
3.56K
$1.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-85- 4.79% |
$20K - $24.9K
|
1.69K
$502K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.49KNew |
$350K - $436K
|
1.49K
$443K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-160- 1.38% |
$37.6K - $46.8K
|
11.5K
$3.4M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
2.59K+ 32.09% |
$608K - $757K
|
10.7K
$3.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-38- 0.45% |
$8.92K - $11.1K
|
8.48K
$2.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-216- 1.04% |
$50.7K - $63.2K
|
20.6K
$6.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-454- 20.37% |
$107K - $133K
|
1.78K
$527K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 2.51% |
$12K - $14.9K
|
1.98K
$588K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
40.4K+ 1619.46% |
$9.47M - $11.8M
|
42.8K
$12.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 4.34% |
$1.06M - $1.32M
|
109K
$32.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
250+ 4.75% |
$58.7K - $73.1K
|
5.51K
$1.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-166- 10.2% |
$39K - $48.6K
|
1.46K
$434K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-326- 3.69% |
$76.5K - $95.3K
|
8.52K
$2.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
915+ 97.76% |
$215K - $268K
|
1.85K
$550K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-121- 0.76% |
$28.4K - $35.4K
|
15.8K
$4.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
59+ 3.02% |
$13.9K - $17.3K
|
2.01K
$599K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.03K+ 2.58% |
$242K - $302K
|
41K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-268- 4.66% |
$62.9K - $78.4K
|
5.49K
$1.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.47K+ 32.32% |
$344K - $429K
|
6.01K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$235 - $292
|
3.31K
$982K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14+ 4.05% |
$3.29K - $4.09K
|
360
$107K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-45- 9.28% |
$10.6K - $13.2K
|
440
$131K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 12.49% |
$244K - $304K
|
7.27K
$2.16M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$1.17K - $1.46K
|
19.7K
$5.85M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.42% |
$1.17K - $1.46K
|
1.19K
$352K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-98- 2.56% |
$23K - $28.7K
|
3.73K
$1.11M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
219+ 12.44% |
$51.4K - $64.1K
|
1.98K
$588K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-37- 0.5% |
$8.69K - $10.8K
|
7.38K
$2.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
41+ 0.38% |
$9.63K - $12K
|
10.8K
$3.2M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$2.6M - $3.24M
|
11.1K
$3.29M
|
|