Purchases and Sales Made in Q1 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2025. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.19K+ 8.22% |
$258K - $315K
|
15.6K
$4.44M
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.19KNew |
$258K - $314K
|
1.19K
$337K
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
1.17KNew |
$255K - $311K
|
1.17K
$333K
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.17KNew |
$255K - $310K
|
1.17K
$333K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.16K+ 75.36% |
$252K - $307K
|
2.7K
$765K
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.15KNew |
$251K - $305K
|
1.15K
$327K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.15KNew |
$250K - $305K
|
1.15K
$327K
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 64.99% |
$248K - $302K
|
2.89K
$821K
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 32.34% |
$246K - $300K
|
4.63K
$1.31M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.12K+ 14.46% |
$244K - $298K
|
8.9K
$2.52M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.12KNew |
$244K - $297K
|
1.12K
$318K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.12K+ 68.88% |
$243K - $296K
|
2.74K
$778K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.11KNew |
$242K - $294K
|
1.11K
$316K
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.11K+ 122.06% |
$242K - $294K
|
2.02K
$574K
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.11KNew |
$241K - $294K
|
1.11K
$315K
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.11KNew |
$241K - $293K
|
1.11K
$314K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.11K+ 17.78% |
$241K - $293K
|
7.33K
$2.08M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 31.28% |
$240K - $293K
|
4.64K
$1.32M
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.1K+ 49.07% |
$240K - $292K
|
3.35K
$951K
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.1K+ 44.82% |
$239K - $291K
|
3.55K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 78.44% |
$239K - $291K
|
2.5K
$709K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.1K+ 34.17% |
$239K - $291K
|
4.31K
$1.22M
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.1K+ 67.65% |
$238K - $290K
|
2.72K
$771K
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$237K - $288K
|
1.09K
$309K
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
1.08KNew |
$236K - $287K
|
1.08K
$308K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$234K - $285K
|
1.08K
$305K
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.07KNew |
$233K - $284K
|
1.07K
$304K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.07KNew |
$232K - $283K
|
1.07K
$303K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$232K - $282K
|
1.07K
$303K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.06KNew |
$231K - $282K
|
1.06K
$302K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.06KNew |
$231K - $281K
|
1.06K
$301K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.06K+ 0.75% |
$230K - $280K
|
141K
$40.1M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.05K+ 7.4% |
$229K - $279K
|
15.3K
$4.34M
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.05KNew |
$229K - $279K
|
1.05K
$299K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.05K+ 14.13% |
$228K - $278K
|
8.48K
$2.41M
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.05KNew |
$228K - $278K
|
1.05K
$298K
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.05KNew |
$228K - $278K
|
1.05K
$298K
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.05K+ 10.45% |
$228K - $277K
|
11.1K
$3.14M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.05KNew |
$228K - $277K
|
1.05K
$297K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.04KNew |
$226K - $275K
|
1.04K
$295K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.04K+ 4.17% |
$226K - $275K
|
26K
$7.36M
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.04K+ 20.27% |
$226K - $275K
|
6.16K
$1.75M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.04K+ 18.92% |
$225K - $274K
|
6.5K
$1.85M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.03K+ 5.71% |
$224K - $273K
|
19.1K
$5.42M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.03KNew |
$224K - $272K
|
1.03K
$292K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.03K+ 27.07% |
$223K - $272K
|
4.83K
$1.37M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.02KNew |
$223K - $271K
|
1.02K
$291K
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.02K+ 9.53% |
$222K - $271K
|
11.7K
$3.33M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.02K+ 1.21% |
$222K - $270K
|
85.3K
$24.2M
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$222K - $270K
|
1.02K
$289K
|