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 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
300+ 12.0% |
$66.3K - $88.4K
|
2.8K
$832K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
219New |
$48.4K - $64.6K
|
219
$65.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36New |
$7.96K - $10.6K
|
36
$10.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.75K+ 38.15% |
$1.05M - $1.4M
|
17.2K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
966+ 10.12% |
$214K - $285K
|
10.5K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-30- 1.32% |
$6.63K - $8.84K
|
2.25K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 0.59% |
$2.43K - $3.24K
|
1.87K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-31.7K- 94.33% |
$7.01M - $9.35M
|
1.91K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-84- 6.11% |
$18.6K - $24.8K
|
1.29K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.09K- 35.14% |
$240K - $321K
|
2.01K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.47K- 5.7% |
$1.21M - $1.61M
|
90.4K
$26.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
23New |
$5.08K - $6.78K
|
23
$6.83K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
48+ 11.37% |
$10.6K - $14.1K
|
470
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
28+ 1.34% |
$6.19K - $8.25K
|
2.12K
$631K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
690New |
$153K - $203K
|
690
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
682New |
$151K - $201K
|
682
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-25- 0.64% |
$5.53K - $7.37K
|
3.89K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
206K+ 156.63% |
$45.5M - $60.6M
|
337K
$100M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.69K+ 90.58% |
$595K - $793K
|
5.66K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-238- 19.04% |
$52.6K - $70.2K
|
1.01K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
16New |
$3.54K - $4.72K
|
16
$4.75K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-39K- 19.14% |
$8.62M - $11.5M
|
165K
$49M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
25New |
$5.53K - $7.37K
|
25
$7.43K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14+ 3.08% |
$3.09K - $4.13K
|
469
$139K
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-100- 0.59% |
$22.1K - $29.5K
|
16.8K
$4.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.18% |
$221 - $295
|
86
$25.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-155- 3.93% |
$34.3K - $45.7K
|
3.79K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$3.98K - $5.31K
|
4.3K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
812New |
$179K - $239K
|
812
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-578- 45.23% |
$128K - $170K
|
700
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$1.77K - $2.36K
|
8
$2.38K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
180+ 11.61% |
$39.8K - $53.1K
|
1.73K
$514K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
36.8KNew |
$8.13M - $10.8M
|
36.8K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
200+ 0.27% |
$44.2K - $59K
|
74K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
682New |
$151K - $201K
|
682
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.49K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
744New |
$164K - $219K
|
744
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-450- 34.62% |
$99.5K - $133K
|
850
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-600- 13.04% |
$133K - $177K
|
4K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.6K+ 766.67% |
$1.02M - $1.36M
|
5.2K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-490- 21.43% |
$108K - $144K
|
1.8K
$534K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
28+ 23.53% |
$6.19K - $8.25K
|
147
$43.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
705New |
$156K - $208K
|
705
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-531- 3.0% |
$117K - $157K
|
17.2K
$5.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2+ 0.13% |
$442 - $590
|
1.56K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
65New |
$14.4K - $19.2K
|
65
$19.3K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
698New |
$154K - $206K
|
698
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.68K+ 18.13% |
$814K - $1.09M
|
24K
$7.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
177+ 15.82% |
$39.1K - $52.2K
|
1.3K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-468- 70.06% |
$103K - $138K
|
200
$59.4K
|
|