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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.24% |
$884 - $1.18K
|
1.69K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
703New |
$155K - $207K
|
703
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-4.23K- 63.14% |
$935K - $1.25M
|
2.47K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-150- 16.67% |
$33.2K - $44.2K
|
750
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
2.65KNew |
$586K - $782K
|
2.65K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Paradigm Capital Management Inc
|
SELL
|
- |
-1.4K- 32.56% |
$309K - $413K
|
2.9K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
5.69KNew |
$1.26M - $1.68M
|
5.69K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
578+ 18.45% |
$128K - $170K
|
3.71K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.89K+ 17.47% |
$1.52M - $2.03M
|
46.4K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16+ 1.31% |
$3.54K - $4.72K
|
1.24K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
CALL |
238KNew |
$52.6M - $70.2M
|
238K
$70.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-135- 8.21% |
$29.8K - $39.8K
|
1.51K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.04K+ 3.26% |
$1.11M - $1.49M
|
160K
$47.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-29- 1.04% |
$6.41K - $8.55K
|
2.76K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$442K - $590K
|
2K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
CALL |
-5.3K- 30.46% |
$1.17M - $1.56M
|
12.1K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
728New |
$161K - $215K
|
728
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
7.2KNew |
$1.59M - $2.12M
|
7.2K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-243- 18.62% |
$53.7K - $71.6K
|
1.06K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-200- 5.49% |
$44.2K - $59K
|
3.44K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
80+ 6.56% |
$17.7K - $23.6K
|
1.3K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.38K- 52.25% |
$747K - $996K
|
3.09K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-320- 28.96% |
$70.7K - $94.3K
|
785
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 19.44% |
$1.55K - $2.06K
|
43
$12.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-3.57K- 48.14% |
$789K - $1.05M
|
3.84K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
878New |
$194K - $259K
|
878
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
108+ 4.63% |
$23.9K - $31.8K
|
2.44K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
687New |
$152K - $203K
|
687
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$249K - $332K
|
1.13K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.63K- 15.88% |
$1.02M - $1.36M
|
24.5K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 38.77% |
$923K - $1.23M
|
6.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
36KNew |
$7.96M - $10.6M
|
36K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
4.23KNew |
$934K - $1.25M
|
4.23K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
370+ 56.06% |
$81.8K - $109K
|
1.03K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
2.7KNew |
$597K - $796K
|
2.7K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
921New |
$204K - $271K
|
921
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.08KNew |
$239K - $318K
|
1.08K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
100+ 6.33% |
$22.1K - $29.5K
|
1.68K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
510K+ 12.18% |
$113M - $150M
|
4.69M
$1.39B
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-3.2K- 17.3% |
$707K - $943K
|
15.3K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Advent Capital Management
New York, NY |
BUY
|
- |
14KNew |
$3.09M - $4.13M
|
14K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
16+ 0.93% |
$3.54K - $4.72K
|
1.74K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
717New |
$158K - $211K
|
717
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
729New |
$161K - $215K
|
729
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
930New |
$206K - $274K
|
930
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
268+ 14.11% |
$59.2K - $79K
|
2.17K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-66- 2.78% |
$14.6K - $19.5K
|
2.31K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
701New |
$155K - $207K
|
701
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
29+ 2.33% |
$6.41K - $8.55K
|
1.28K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-38- 4.5% |
$8.4K - $11.2K
|
807
$240K
|
|