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
|
Accurate Wealth Management, LLC
|
BUY
|
- |
607+ 11.76% |
$132K - $161K
|
5.77K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
604+ 1.54% |
$131K - $160K
|
39.9K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
601+ 32.14% |
$131K - $159K
|
2.47K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
600+ 3.29% |
$130K - $159K
|
18.9K
$5.35M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
600+ 8.0% |
$130K - $159K
|
8.1K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
596+ 3.73% |
$130K - $158K
|
16.6K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
594+ 0.54% |
$129K - $157K
|
110K
$31.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
593+ 4.65% |
$129K - $157K
|
13.3K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
592+ 8.7% |
$129K - $157K
|
7.4K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
591+ 11.81% |
$128K - $156K
|
5.59K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
588+ 1.2% |
$128K - $156K
|
49.6K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
587+ 17.57% |
$128K - $155K
|
3.93K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
584+ 32.32% |
$127K - $155K
|
2.39K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
582+ 28.87% |
$127K - $154K
|
2.6K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
578+ 12.67% |
$126K - $153K
|
5.14K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
568+ 28.19% |
$123K - $150K
|
2.58K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
558+ 4.9% |
$121K - $148K
|
12K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
557New |
$121K - $147K
|
557
$158K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
557New |
$121K - $147K
|
557
$158K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
554New |
$120K - $147K
|
554
$157K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
552+ 2.51% |
$120K - $146K
|
22.6K
$6.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
550+ 4.73% |
$120K - $146K
|
12.2K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
550+ 2.9% |
$120K - $146K
|
19.5K
$5.53M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
550+ 8.5% |
$120K - $146K
|
7.02K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
544+ 6.97% |
$118K - $144K
|
8.35K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
543+ 7.29% |
$118K - $144K
|
7.99K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
537+ 35.4% |
$117K - $142K
|
2.05K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
535+ 4.63% |
$116K - $142K
|
12.1K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
529+ 1.55% |
$115K - $140K
|
34.6K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
529+ 38.17% |
$115K - $140K
|
1.92K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
528+ 0.59% |
$115K - $140K
|
89.5K
$25.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
525New |
$114K - $139K
|
525
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
516+ 11.25% |
$112K - $137K
|
5.1K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
513+ 2.96% |
$112K - $136K
|
17.8K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
513+ 30.16% |
$112K - $136K
|
2.21K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
505+ 7.69% |
$110K - $134K
|
7.07K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
504+ 7.79% |
$110K - $133K
|
6.98K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
501+ 21.9% |
$109K - $133K
|
2.79K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
500New |
$109K - $132K
|
500
$142K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
500+ 2.52% |
$109K - $132K
|
20.3K
$5.76M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
500New |
$109K - $132K
|
500
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
497+ 6.23% |
$108K - $132K
|
8.48K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
494+ 0.79% |
$107K - $131K
|
63.2K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
487+ 7.99% |
$106K - $129K
|
6.58K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
484+ 50.52% |
$105K - $128K
|
1.44K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
477+ 5.53% |
$104K - $126K
|
9.11K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
477+ 2.92% |
$104K - $126K
|
16.8K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
475+ 2.36% |
$103K - $126K
|
20.6K
$5.85M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
471+ 588.75% |
$102K - $125K
|
551
$156K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
469+ 2.93% |
$102K - $124K
|
16.5K
$4.67M
|