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 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
473New |
$105K - $139K
|
473
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
891New |
$197K - $263K
|
891
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 3.55% |
$9.95K - $13.3K
|
1.22K
$363K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
232New |
$51.3K - $68.4K
|
232
$68.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 9.54% |
$99.5K - $133K
|
4.27K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.15KNew |
$254K - $338K
|
1.15K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-274- 25.23% |
$60.6K - $80.8K
|
812
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
696New |
$154K - $205K
|
696
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
79+ 1.34% |
$17.5K - $23.3K
|
5.97K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.98% |
$221 - $295
|
103
$30.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-100- 0.21% |
$22.1K - $29.5K
|
47.6K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-38- 0.77% |
$8.4K - $11.2K
|
4.9K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-14- 0.21% |
$3.09K - $4.13K
|
6.79K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-200- 5.9% |
$44.2K - $59K
|
3.19K
$949K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-349- 51.86% |
$77.1K - $103K
|
324
$96.3K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
686New |
$152K - $202K
|
686
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.36KNew |
$1.18M - $1.58M
|
5.36K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-51- 5.64% |
$11.3K - $15K
|
854
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
24+ 0.46% |
$5.3K - $7.07K
|
5.23K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
952New |
$210K - $281K
|
952
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
400New |
$88.4K - $118K
|
400
$119K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
793New |
$175K - $234K
|
793
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
83+ 7.63% |
$18.3K - $24.5K
|
1.17K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1- 0.09% |
$221 - $295
|
1.16K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$221 - $295
|
1
$297
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
70+ 1.72% |
$15.5K - $20.6K
|
4.14K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
780New |
$172K - $230K
|
780
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
3.12KNew |
$690K - $920K
|
3.12K
$928K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
810New |
$179K - $239K
|
810
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-245- 4.72% |
$54.2K - $72.2K
|
4.95K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
5+ 0.53% |
$1.11K - $1.47K
|
940
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-75- 1.63% |
$16.6K - $22.1K
|
4.53K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
767New |
$170K - $226K
|
767
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2KNew |
$442K - $590K
|
2K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
316+ 2.61% |
$69.8K - $93.2K
|
12.4K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-19- 17.43% |
$4.2K - $5.6K
|
90
$26.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
720New |
$159K - $212K
|
720
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
767New |
$170K - $226K
|
767
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
805New |
$178K - $237K
|
805
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-782- 1.34% |
$173K - $231K
|
57.5K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
700New |
$155K - $206K
|
700
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$500K - $667K
|
2.26K
$673K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
704New |
$156K - $208K
|
704
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 40.79% |
$247K - $330K
|
1.62K
$482K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-127- 11.44% |
$28.1K - $37.4K
|
983
$292K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
380+ 273.38% |
$84K - $112K
|
519
$154K
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-138- 8.12% |
$30.5K - $40.7K
|
1.56K
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-781- 12.65% |
$173K - $230K
|
5.39K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.71KNew |
$378K - $504K
|
1.71K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 1.72% |
$12.2K - $16.2K
|
3.15K
$936K
|
|