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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
253+ 0.12% |
$55K - $67K
|
213K
$60.3M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
253+ 4.18% |
$55K - $67K
|
6.31K
$1.79M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
252+ 3.79% |
$54.8K - $66.7K
|
6.9K
$1.96M
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
250+ 6.94% |
$54.4K - $66.2K
|
3.85K
$1.09M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
248+ 0.41% |
$53.9K - $65.7K
|
60.4K
$17.1M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
245+ 24.38% |
$53.3K - $64.9K
|
1.25K
$355K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
243+ 3.85% |
$52.8K - $64.3K
|
6.55K
$1.86M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
243+ 7.72% |
$52.8K - $64.3K
|
3.39K
$962K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
241+ 0.86% |
$52.4K - $63.8K
|
28.4K
$8.05M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
239+ 4.78% |
$52K - $63.3K
|
5.24K
$1.49M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
238+ 5.34% |
$51.7K - $63K
|
4.7K
$1.33M
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
238+ 0.04% |
$51.7K - $63K
|
535K
$152M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
236+ 3.27% |
$51.3K - $62.5K
|
7.45K
$2.11M
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
236+ 214.55% |
$51.3K - $62.5K
|
346
$98.2K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
235+ 7.21% |
$51.1K - $62.2K
|
3.5K
$992K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
233+ 52.95% |
$50.7K - $61.7K
|
673
$191K
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
233+ 1.65% |
$50.7K - $61.7K
|
14.4K
$4.08M
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
232+ 5.09% |
$50.4K - $61.4K
|
4.79K
$1.36M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
231+ 15.78% |
$50.2K - $61.2K
|
1.7K
$481K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
225New |
$48.9K - $59.6K
|
225
$63.9K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
224+ 8.87% |
$48.7K - $59.3K
|
2.75K
$780K
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
224+ 3.13% |
$48.7K - $59.3K
|
7.39K
$2.1M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
223+ 2.22% |
$48.5K - $59K
|
10.3K
$2.91M
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
222+ 4.37% |
$48.3K - $58.8K
|
5.3K
$1.5M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
222+ 24.42% |
$48.3K - $58.8K
|
1.13K
$321K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
220+ 3.45% |
$47.8K - $58.2K
|
6.6K
$1.87M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 3.53% |
$47.4K - $57.7K
|
6.4K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
216+ 4.27% |
$47K - $57.2K
|
5.27K
$1.5M
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
215+ 0.91% |
$46.7K - $56.9K
|
23.7K
$6.73M
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
213+ 10.97% |
$46.3K - $56.4K
|
2.16K
$612K
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
211+ 4.5% |
$45.9K - $55.9K
|
4.9K
$1.39M
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
210+ 1.52% |
$45.7K - $55.6K
|
14K
$3.98M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 2.64% |
$45.7K - $55.6K
|
8.17K
$2.32M
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
209+ 3.27% |
$45.4K - $55.3K
|
6.59K
$1.87M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
207+ 1.62% |
$45K - $54.8K
|
13K
$3.68M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
207+ 5.88% |
$45K - $54.8K
|
3.73K
$1.06M
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
207+ 4.93% |
$45K - $54.8K
|
4.41K
$1.25M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
205+ 15.94% |
$44.6K - $54.3K
|
1.49K
$423K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
203+ 2.26% |
$44.1K - $53.7K
|
9.19K
$2.61M
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
203+ 1.33% |
$44.1K - $53.7K
|
15.4K
$4.38M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
203+ 0.99% |
$44.1K - $53.7K
|
20.8K
$5.9M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200+ 46.4% |
$43.5K - $52.9K
|
631
$179K
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
200+ 6.73% |
$43.5K - $52.9K
|
3.17K
$900K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 12.81% |
$43.5K - $52.9K
|
1.76K
$500K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
200+ 10.52% |
$43.5K - $52.9K
|
2.1K
$596K
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
200+ 14.38% |
$43.5K - $52.9K
|
1.59K
$452K
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
200New |
$43.5K - $52.9K
|
200
$56.8K
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
198+ 5.2% |
$43K - $52.4K
|
4.01K
$1.14M
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
197+ 16.68% |
$42.8K - $52.2K
|
1.38K
$391K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
196+ 5.61% |
$42.6K - $51.9K
|
3.69K
$1.05M
|