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 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
365+ 4.46% |
$79.4K - $96.6K
|
8.56K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
364New |
$79.1K - $96.4K
|
364
$103K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
363+ 5.72% |
$78.9K - $96.1K
|
6.71K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
362+ 17.88% |
$78.7K - $95.8K
|
2.39K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
362+ 34.57% |
$78.7K - $95.8K
|
1.41K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
361+ 2.18% |
$78.5K - $95.6K
|
16.9K
$4.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
361+ 10.12% |
$78.5K - $95.6K
|
3.93K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 4.78% |
$78.3K - $95.3K
|
7.89K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
359+ 16.97% |
$78K - $95K
|
2.48K
$702K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
356+ 4.24% |
$77.4K - $94.2K
|
8.76K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
356+ 9.25% |
$77.4K - $94.2K
|
4.21K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
355+ 10.8% |
$77.2K - $94K
|
3.64K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
354+ 2.76% |
$77K - $93.7K
|
13.2K
$3.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
353+ 8.7% |
$76.7K - $93.5K
|
4.41K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
346+ 24.73% |
$75.2K - $91.6K
|
1.75K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
343+ 3.64% |
$74.6K - $90.8K
|
9.77K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
343+ 26.06% |
$74.6K - $90.8K
|
1.66K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
342+ 24.78% |
$74.4K - $90.5K
|
1.72K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
341New |
$74.1K - $90.3K
|
341
$96.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
338+ 12.49% |
$73.5K - $89.5K
|
3.05K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
337+ 5.25% |
$73.3K - $89.2K
|
6.76K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
335+ 3.49% |
$72.8K - $88.7K
|
9.93K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
335+ 2.03% |
$72.8K - $88.7K
|
16.8K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
335+ 5.0% |
$72.8K - $88.7K
|
7.03K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
334+ 3.35% |
$72.6K - $88.4K
|
10.3K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
333+ 2.97% |
$72.4K - $88.2K
|
11.5K
$3.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
330+ 8.73% |
$71.7K - $87.4K
|
4.11K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
329+ 15.91% |
$71.5K - $87.1K
|
2.4K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
328New |
$71.3K - $86.8K
|
328
$93.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$71.1K - $86.6K
|
1.05K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
326+ 5.34% |
$70.9K - $86.3K
|
6.44K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
325+ 8.69% |
$70.7K - $86K
|
4.07K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
325+ 1.14% |
$70.7K - $86K
|
28.7K
$8.15M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
323+ 1.18% |
$70.2K - $85.5K
|
27.6K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
322+ 18.19% |
$70K - $85.2K
|
2.09K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
319+ 27.67% |
$69.4K - $84.5K
|
1.47K
$418K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
318+ 5.57% |
$69.1K - $84.2K
|
6.03K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
314+ 9.47% |
$68.3K - $83.1K
|
3.63K
$1.03M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
313New |
$68K - $82.9K
|
313
$88.8K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
312New |
$67.8K - $82.6K
|
312
$88.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
307+ 16.4% |
$66.7K - $81.3K
|
2.18K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
306+ 1.04% |
$66.5K - $81K
|
29.8K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
306+ 83.61% |
$66.5K - $81K
|
672
$191K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
305+ 1.64% |
$66.3K - $80.7K
|
18.9K
$5.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
304+ 3.44% |
$66.1K - $80.5K
|
9.14K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 8.06% |
$65.9K - $80.2K
|
4.06K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
303+ 92.1% |
$65.9K - $80.2K
|
632
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
300+ 17.11% |
$65.2K - $79.4K
|
2.05K
$583K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300+ 35.76% |
$65.2K - $79.4K
|
1.14K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
300+ 5.95% |
$65.2K - $79.4K
|
5.34K
$1.52M
|