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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-213- 20.25% |
$47.1K - $62.8K
|
839
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
63New |
$13.9K - $18.6K
|
63
$18.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-15- 0.69% |
$3.32K - $4.42K
|
2.15K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
714New |
$158K - $210K
|
714
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.64KNew |
$1.02M - $1.37M
|
4.64K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
499+ 5.18% |
$110K - $147K
|
10.1K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-83- 4.72% |
$18.3K - $24.5K
|
1.68K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
528+ 27.7% |
$117K - $156K
|
2.43K
$723K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
798New |
$176K - $235K
|
798
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-200- 20.0% |
$44.2K - $59K
|
800
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.24K- 8.09% |
$716K - $955K
|
36.8K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
746New |
$165K - $220K
|
746
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10- 1.21% |
$2.21K - $2.95K
|
817
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-98- 3.85% |
$21.7K - $28.9K
|
2.45K
$728K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
714New |
$158K - $210K
|
714
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 65.52% |
$325K - $434K
|
774
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-750- 6.15% |
$166K - $221K
|
11.4K
$3.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-175- 8.7% |
$38.7K - $51.6K
|
1.84K
$546K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-78- 28.06% |
$17.2K - $23K
|
200
$59.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.1% |
$663 - $884
|
2.88K
$856K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.97KNew |
$657K - $877K
|
2.97K
$884K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
793New |
$175K - $234K
|
793
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
683New |
$151K - $201K
|
683
$203K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
17.8K+ 373.86% |
$3.93M - $5.24M
|
22.5K
$6.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
500New |
$111K - $147K
|
500
$149K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$22.1K - $29.5K
|
100
$29.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
263+ 1.42% |
$58.1K - $77.5K
|
18.8K
$5.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.46% |
$11.1K - $14.7K
|
3.38K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
713New |
$158K - $210K
|
713
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
80+ 2.93% |
$17.7K - $23.6K
|
2.81K
$836K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-44- 2.68% |
$9.73K - $13K
|
1.6K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-115- 14.25% |
$25.4K - $33.9K
|
692
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-23- 2.43% |
$5.08K - $6.78K
|
925
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-200- 34.25% |
$44.2K - $59K
|
384
$114K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.5K- 41.36% |
$6.52M - $8.69M
|
41.8K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
786New |
$174K - $232K
|
786
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
50+ 4.5% |
$11.1K - $14.7K
|
1.16K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
192New |
$42.4K - $56.6K
|
192
$57.1K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-25- 0.44% |
$5.53K - $7.37K
|
5.64K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-400- 1.67% |
$88.4K - $118K
|
23.5K
$6.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14- 4.58% |
$3.09K - $4.13K
|
292
$86.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-85- 1.96% |
$18.8K - $25.1K
|
4.25K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.5K- 14.55% |
$553K - $737K
|
14.7K
$4.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7+ 0.45% |
$1.55K - $2.06K
|
1.55K
$462K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
150New |
$33.2K - $44.2K
|
150
$44.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-25- 0.44% |
$5.53K - $7.37K
|
5.71K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
228+ 78.62% |
$50.4K - $67.2K
|
518
$154K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
58New |
$12.8K - $17.1K
|
58
$17.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-9- 8.26% |
$1.99K - $2.65K
|
100
$29.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.75% |
$884 - $1.18K
|
535
$159K
|
|