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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Human Investing LLC
|
BUY
|
- |
5+ 0.33% |
$1.38K - $1.57K
|
1.51K
$450K
|
|
|
Jan 27, 2026
Q4 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-132- 1.62% |
$36.4K - $41.6K
|
8K
$2.38M
|
|
|
Jan 27, 2026
Q4 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-90- 3.0% |
$24.8K - $28.3K
|
2.91K
$864K
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
79+ 3.17% |
$21.8K - $24.9K
|
2.57K
$763K
|
|
|
Jan 27, 2026
Q4 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
4.57KNew |
$1.26M - $1.44M
|
4.57K
$1.36M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-172- 20.16% |
$47.5K - $54.2K
|
681
$202K
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.05% |
$276 - $315
|
2.15K
$638K
|
|
|
Jan 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8.31K+ 58.81% |
$2.29M - $2.62M
|
22.4K
$6.66M
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
387+ 2.79% |
$107K - $122K
|
14.3K
$4.24M
|
|
|
Jan 27, 2026
Q4 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-10.7K- 26.1% |
$2.94M - $3.35M
|
30.2K
$8.96M
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
1.31KNew |
$362K - $413K
|
1.31K
$390K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-845- 4.3% |
$233K - $266K
|
18.8K
$5.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
125+ 7.59% |
$34.5K - $39.4K
|
1.77K
$526K
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
121+ 14.22% |
$33.4K - $38.1K
|
972
$289K
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
148+ 1.98% |
$40.8K - $46.6K
|
7.61K
$2.26M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-1.83K- 19.46% |
$506K - $577K
|
7.59K
$2.25M
|
|
|
Jan 27, 2026
Q4 2025
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.64% |
$1.66K - $1.89K
|
931
$277K
|
|
|
Jan 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8+ 1.0% |
$2.21K - $2.52K
|
807
$240K
|
|
|
Jan 27, 2026
Q4 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
220+ 8.57% |
$60.7K - $69.3K
|
2.79K
$828K
|
|
|
Jan 27, 2026
Q4 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-863- 3.07% |
$238K - $272K
|
27.3K
$8.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-748- 30.97% |
$206K - $236K
|
1.67K
$495K
|
|
|
Jan 27, 2026
Q4 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
1.06KNew |
$292K - $333K
|
1.06K
$314K
|
|
|
Jan 27, 2026
Q4 2025
|
Optas, LLC
|
BUY
|
- |
122+ 3.99% |
$33.7K - $38.4K
|
3.18K
$945K
|
|
|
Jan 27, 2026
Q4 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-20- 0.22% |
$5.52K - $6.3K
|
8.94K
$2.66M
|
|
|
Jan 27, 2026
Q4 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-8.97K- 18.3% |
$2.47M - $2.82M
|
40K
$11.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.05% |
$1.1K - $1.26K
|
8.5K
$2.53M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
684New |
$189K - $215K
|
684
$203K
|
|
|
Jan 27, 2026
Q4 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-3.67K- 47.3% |
$1.01M - $1.15M
|
4.08K
$1.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-106- 10.03% |
$29.3K - $33.4K
|
951
$283K
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
59+ 0.87% |
$16.3K - $18.6K
|
6.81K
$2.02M
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
33KNew |
$9.09M - $10.4M
|
33K
$9.79M
|
|
|
Jan 27, 2026
Q4 2025
|
Ticino Wealth
Mission Viejo, CA |
BUY
|
- |
10.1KNew |
$2.78M - $3.17M
|
10.1K
$2.99M
|
|
|
Jan 27, 2026
Q4 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
256+ 21.19% |
$70.6K - $80.6K
|
1.46K
$435K
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.38K- 15.03% |
$655K - $748K
|
13.4K
$3.99M
|
|
|
Jan 27, 2026
Q4 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-115- 3.82% |
$31.7K - $36.2K
|
2.89K
$859K
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.37K+ 9.97% |
$379K - $433K
|
15.2K
$4.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-1.4K- 31.6% |
$386K - $441K
|
3.03K
$900K
|
|
|
Jan 27, 2026
Q4 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
25+ 0.65% |
$6.9K - $7.87K
|
3.88K
$1.15M
|
|
|
Jan 27, 2026
Q4 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
50+ 4.26% |
$13.8K - $15.7K
|
1.23K
$364K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-441- 14.87% |
$122K - $139K
|
2.53K
$750K
|
|
|
Jan 27, 2026
Q4 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.17% |
$1.66K - $1.89K
|
3.59K
$1.07M
|
|
|
Jan 27, 2026
Q4 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 0.52% |
$5.52K - $6.3K
|
3.9K
$1.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
400+ 32.79% |
$110K - $126K
|
1.62K
$481K
|
|
|
Jan 26, 2026
Q4 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 23.53% |
$1.1K - $1.26K
|
21
$6.24K
|
|
|
Jan 26, 2026
Q4 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-67- 1.58% |
$18.5K - $21.1K
|
4.17K
$1.24M
|
|
|
Jan 26, 2026
Q4 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-14- 0.28% |
$3.86K - $4.41K
|
5K
$1.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
135+ 0.31% |
$37.3K - $42.5K
|
43.7K
$13M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 4.12% |
$9.11K - $10.4K
|
834
$248K
|
|
|
Jan 26, 2026
Q4 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.67K- 12.35% |
$461K - $527K
|
11.9K
$3.53M
|
|
|
Jan 26, 2026
Q4 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-16- 0.39% |
$4.42K - $5.04K
|
4.04K
$1.2M
|
|