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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$220K - $268K
|
1.01K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
1.01KNew |
$220K - $267K
|
1.01K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$219K - $267K
|
1.01K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1K+ 38.04% |
$218K - $266K
|
3.64K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1K+ 89.37% |
$217K - $265K
|
2.12K
$601K
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$217K - $265K
|
1K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Robotti Robert
New York, NY |
BUY
|
- |
1KNew |
$217K - $265K
|
1K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
995+ 87.98% |
$216K - $263K
|
2.13K
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
994+ 21.13% |
$216K - $263K
|
5.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
993+ 10.66% |
$216K - $263K
|
10.3K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
993New |
$216K - $263K
|
993
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
985+ 22.88% |
$214K - $261K
|
5.29K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
983+ 8.12% |
$214K - $260K
|
13.1K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
982+ 21.58% |
$213K - $260K
|
5.53K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
977+ 37.97% |
$212K - $259K
|
3.55K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
977+ 1.87% |
$212K - $259K
|
53.3K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
976+ 69.02% |
$212K - $258K
|
2.39K
$678K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
975New |
$212K - $258K
|
975
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
974New |
$212K - $258K
|
974
$276K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
963New |
$209K - $255K
|
963
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
962New |
$209K - $255K
|
962
$273K
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
962New |
$209K - $255K
|
962
$273K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
958+ 1.86% |
$208K - $254K
|
52.4K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
954New |
$207K - $253K
|
954
$271K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
949New |
$206K - $251K
|
949
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
946New |
$206K - $250K
|
946
$268K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
942New |
$205K - $249K
|
942
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
941+ 4.91% |
$205K - $249K
|
20.1K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
937+ 6.88% |
$204K - $248K
|
14.5K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
936+ 18.88% |
$203K - $248K
|
5.89K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
932New |
$203K - $247K
|
932
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
930New |
$202K - $246K
|
930
$264K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
924New |
$201K - $245K
|
924
$262K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
924+ 37.27% |
$201K - $245K
|
3.4K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
923New |
$201K - $244K
|
923
$262K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
922+ 123.43% |
$200K - $244K
|
1.67K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
921+ 60.99% |
$200K - $244K
|
2.43K
$690K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
919+ 25.38% |
$200K - $243K
|
4.54K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
916New |
$199K - $243K
|
916
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
914New |
$199K - $242K
|
914
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
913New |
$198K - $242K
|
913
$259K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
913+ 5.67% |
$198K - $242K
|
17K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
911+ 33.0% |
$198K - $241K
|
3.67K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
911New |
$198K - $241K
|
911
$259K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
911New |
$198K - $241K
|
911
$259K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
907New |
$197K - $240K
|
907
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
906New |
$197K - $240K
|
906
$257K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
906New |
$197K - $240K
|
906
$257K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
906+ 45.55% |
$197K - $240K
|
2.9K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
905New |
$197K - $240K
|
905
$257K
|