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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-78- 7.93% |
$17K - $20.6K
|
906
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
23New |
$5K - $6.09K
|
23
$6.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.9K- 11.31% |
$413K - $503K
|
14.9K
$4.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
15+ 1.22% |
$3.26K - $3.97K
|
1.25K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
280New |
$60.9K - $74.1K
|
280
$83.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
861New |
$187K - $228K
|
861
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.96K - $2.38K
|
3.14K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
962New |
$209K - $255K
|
962
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-8- 0.87% |
$1.74K - $2.12K
|
911
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-220- 20.0% |
$47.8K - $58.2K
|
880
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 5.49% |
$10.9K - $13.2K
|
960
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.73K+ 11.38% |
$594K - $723K
|
26.7K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-9.15K- 7.31% |
$1.99M - $2.42M
|
116K
$34.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-86- 1.61% |
$18.7K - $22.8K
|
5.26K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
28+ 2.18% |
$6.09K - $7.41K
|
1.31K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
13+ 0.92% |
$2.83K - $3.44K
|
1.42K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 3.06% |
$13.3K - $16.1K
|
2.05K
$610K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-80- 21.28% |
$17.4K - $21.2K
|
296
$88K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
850New |
$185K - $225K
|
850
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.75K- 49.3% |
$380K - $463K
|
1.8K
$535K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
258+ 27.36% |
$56.1K - $68.3K
|
1.2K
$357K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-56- 35.9% |
$12.2K - $14.8K
|
100
$29.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$197K - $240K
|
906
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
902New |
$196K - $239K
|
902
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
87+ 16.57% |
$18.9K - $23K
|
612
$182K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.11K+ 72.61% |
$676K - $823K
|
7.39K
$2.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.04K- 10.23% |
$225K - $274K
|
9.09K
$2.7M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-13- 5.31% |
$2.66K - $3.09K
|
232
$68.9K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.17K+ 12.78% |
$240K - $279K
|
10.3K
$3.08M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
36+ 8.37% |
$7.38K - $8.57K
|
466
$138K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$24.1K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$2.1M - $2.44M
|
10.2K
$3.05M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
196New |
$40.2K - $46.7K
|
196
$58.2K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.69KNew |
$347K - $403K
|
1.69K
$503K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.33KNew |
$272K - $316K
|
1.33K
$394K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
347New |
$71.1K - $82.6K
|
347
$103K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.37K- 10.42% |
$280K - $325K
|
11.7K
$3.49M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-93- 0.23% |
$19.1K - $22.1K
|
39.9K
$11.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-221- 30.65% |
$45.3K - $52.6K
|
500
$149K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
656+ 89.74% |
$134K - $156K
|
1.39K
$412K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-89- 1.89% |
$18.2K - $21.2K
|
4.61K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.14KNew |
$234K - $271K
|
1.14K
$339K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-4.13K- 72.09% |
$846K - $982K
|
1.6K
$475K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
60.5K+ 8181.46% |
$12.4M - $14.4M
|
61.2K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-162K- 4.63% |
$33.3M - $38.6M
|
3.34M
$994M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7KNew |
$1.43M - $1.67M
|
7K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
BUY
|
PUT |
280KNew |
$57.4M - $66.7M
|
280K
$83.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
17.5KNew |
$3.59M - $4.17M
|
17.5K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
25KNew |
$5.11M - $5.94M
|
25K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
31+ 0.48% |
$6.35K - $7.38K
|
6.54K
$1.94M
|
|