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 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
467+ 6.46% |
$102K - $124K
|
7.7K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
467+ 1.68% |
$102K - $124K
|
28.3K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
462+ 40.6% |
$100K - $122K
|
1.6K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
462+ 0.49% |
$100K - $122K
|
95K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
461+ 7.35% |
$100K - $122K
|
6.74K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
460+ 657.14% |
$100K - $122K
|
530
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
457+ 4.11% |
$99.4K - $121K
|
11.6K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
452+ 4.73% |
$98.3K - $120K
|
10K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
451+ 1.63% |
$98K - $119K
|
28.2K
$8M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
448+ 10.16% |
$97.4K - $119K
|
4.86K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
448+ 7.6% |
$97.4K - $119K
|
6.35K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
448+ 6.94% |
$97.4K - $119K
|
6.9K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
444+ 2.77% |
$96.5K - $118K
|
16.5K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
444+ 7.28% |
$96.5K - $118K
|
6.54K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
442+ 9.14% |
$96.1K - $117K
|
5.28K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
437+ 35.04% |
$95K - $116K
|
1.68K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
437+ 0.42% |
$95K - $116K
|
104K
$29.5M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
436+ 7.04% |
$94.8K - $115K
|
6.63K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
436+ 14.82% |
$94.8K - $115K
|
3.38K
$958K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
436+ 0.25% |
$94.8K - $115K
|
177K
$50.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
432+ 4.61% |
$93.9K - $114K
|
9.81K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
430+ 156.36% |
$93.5K - $114K
|
705
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
428+ 3.56% |
$93K - $113K
|
12.5K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
425+ 2.74% |
$92.4K - $113K
|
15.9K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
425New |
$92.4K - $113K
|
425
$121K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
424+ 6.07% |
$92.2K - $112K
|
7.41K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
422+ 2.27% |
$91.7K - $112K
|
19K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
421+ 12.77% |
$91.5K - $111K
|
3.72K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
410+ 6.6% |
$89.1K - $109K
|
6.62K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
409+ 1.38% |
$88.9K - $108K
|
30K
$8.52M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
404+ 1.31% |
$87.8K - $107K
|
31.3K
$8.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
400New |
$87K - $106K
|
400
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
400New |
$87K - $106K
|
400
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
398+ 9.73% |
$86.5K - $105K
|
4.49K
$1.27M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
390+ 60.75% |
$84.8K - $103K
|
1.03K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
389+ 6.85% |
$84.6K - $103K
|
6.07K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
386+ 21.84% |
$83.9K - $102K
|
2.15K
$611K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
385+ 12.78% |
$83.7K - $102K
|
3.4K
$964K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
380+ 5.67% |
$82.6K - $101K
|
7.09K
$2.01M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
380New |
$82.6K - $101K
|
380
$108K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
378+ 3.74% |
$82.2K - $100K
|
10.5K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
378+ 17.87% |
$82.2K - $100K
|
2.49K
$707K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
377+ 23.7% |
$82K - $99.8K
|
1.97K
$558K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
377+ 36.53% |
$82K - $99.8K
|
1.41K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
374+ 14.66% |
$81.3K - $99K
|
2.93K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
374+ 3.19% |
$81.3K - $99K
|
12.1K
$3.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
372+ 10.98% |
$80.9K - $98.5K
|
3.76K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
371+ 0.47% |
$80.7K - $98.2K
|
79.1K
$22.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
370+ 16.12% |
$80.4K - $98K
|
2.67K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
369+ 2.59% |
$80.2K - $97.7K
|
14.6K
$4.15M
|