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 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
300+ 5.95% |
$65.2K - $79.4K
|
5.34K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
300+ 13.74% |
$65.2K - $79.4K
|
2.48K
$705K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
300+ 6.2% |
$65.2K - $79.4K
|
5.14K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
299+ 14.23% |
$65K - $79.2K
|
2.4K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
297+ 28.48% |
$64.6K - $78.6K
|
1.34K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
295+ 2.88% |
$64.1K - $78.1K
|
10.5K
$2.99M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
294+ 0.54% |
$63.9K - $77.8K
|
54.3K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
294+ 2.66% |
$63.9K - $77.8K
|
11.3K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
294New |
$63.9K - $77.8K
|
294
$83.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
293+ 31.2% |
$63.7K - $77.6K
|
1.23K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
293+ 1.98% |
$63.7K - $77.6K
|
15.1K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
290+ 20.34% |
$63K - $76.8K
|
1.72K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
289+ 3.32% |
$62.8K - $76.5K
|
8.99K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
289+ 3.24% |
$62.8K - $76.5K
|
9.21K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
288+ 75.39% |
$62.6K - $76.2K
|
670
$190K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
287+ 10.26% |
$62.4K - $76K
|
3.08K
$875K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
286+ 0.63% |
$62.2K - $75.7K
|
45.4K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
284+ 2.28% |
$61.7K - $75.2K
|
12.7K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
281+ 8.66% |
$61.1K - $74.4K
|
3.53K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
280New |
$60.9K - $74.1K
|
280
$79.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
280+ 12.86% |
$60.9K - $74.1K
|
2.46K
$697K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
280+ 3.33% |
$60.9K - $74.1K
|
8.7K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
278New |
$60.4K - $73.6K
|
278
$78.9K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
278+ 1.31% |
$60.4K - $73.6K
|
21.5K
$6.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
277+ 16.23% |
$60.2K - $73.3K
|
1.98K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
276+ 8.56% |
$60K - $73.1K
|
3.5K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
275+ 0.56% |
$59.8K - $72.8K
|
49.4K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
273+ 2.87% |
$59.4K - $72.3K
|
9.8K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
272+ 18.38% |
$59.1K - $72K
|
1.75K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
272+ 12.06% |
$59.1K - $72K
|
2.53K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
272+ 8.13% |
$59.1K - $72K
|
3.62K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
271+ 4.26% |
$58.9K - $71.7K
|
6.63K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
270+ 20.87% |
$58.7K - $71.5K
|
1.56K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
270+ 3.46% |
$58.7K - $71.5K
|
8.08K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
270+ 2.13% |
$58.7K - $71.5K
|
13K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
269+ 15.21% |
$58.5K - $71.2K
|
2.04K
$578K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
268New |
$58.3K - $71K
|
268
$76.1K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
267+ 8.24% |
$58K - $70.7K
|
3.51K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
267+ 0.92% |
$58K - $70.7K
|
29.3K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
265+ 6.39% |
$57.6K - $70.2K
|
4.41K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
265+ 0.97% |
$57.6K - $70.2K
|
27.6K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
265+ 7.98% |
$57.6K - $70.2K
|
3.58K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
264+ 8.21% |
$57.4K - $69.9K
|
3.48K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
263+ 3.25% |
$57.2K - $69.6K
|
8.35K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
263+ 2.11% |
$57.2K - $69.6K
|
12.8K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
262+ 23.46% |
$57K - $69.4K
|
1.38K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
261New |
$56.7K - $69.1K
|
261
$74.1K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
260+ 8.17% |
$56.5K - $68.8K
|
3.44K
$977K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
258+ 27.36% |
$56.1K - $68.3K
|
1.2K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
258+ 2.38% |
$56.1K - $68.3K
|
11.1K
$3.16M
|