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 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
196+ 8.53% |
$42.6K - $51.9K
|
2.5K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
196+ 7.87% |
$42.6K - $51.9K
|
2.69K
$763K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
196+ 9.66% |
$42.6K - $51.9K
|
2.23K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
195+ 0.82% |
$42.4K - $51.6K
|
23.9K
$6.79M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
194+ 17.93% |
$42.2K - $51.4K
|
1.28K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
190+ 1.27% |
$41.3K - $50.3K
|
15.2K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190+ 16.42% |
$41.3K - $50.3K
|
1.35K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
190+ 9.94% |
$41.3K - $50.3K
|
2.1K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
189+ 59.81% |
$41.1K - $50K
|
505
$143K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
189+ 74.12% |
$41.1K - $50K
|
444
$126K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
187+ 2.81% |
$40.7K - $49.5K
|
6.84K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
185+ 3.43% |
$40.2K - $49K
|
5.59K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
185+ 0.36% |
$40.2K - $49K
|
51.6K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
184+ 2.78% |
$40K - $48.7K
|
6.8K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
183+ 5.21% |
$39.8K - $48.4K
|
3.7K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
183+ 2.61% |
$39.8K - $48.4K
|
7.19K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
182New |
$39.6K - $48.2K
|
182
$51.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
182+ 13.2% |
$39.6K - $48.2K
|
1.56K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
181+ 0.32% |
$39.3K - $47.9K
|
56.5K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
179+ 6.0% |
$38.9K - $47.4K
|
3.16K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
179+ 1.37% |
$38.9K - $47.4K
|
13.3K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
179+ 2.09% |
$38.9K - $47.4K
|
8.74K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
178+ 1.33% |
$38.7K - $47.1K
|
13.6K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
178+ 3.87% |
$38.7K - $47.1K
|
4.78K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
177+ 0.95% |
$38.5K - $46.9K
|
18.7K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
176+ 3.1% |
$38.3K - $46.6K
|
5.85K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
174+ 0.58% |
$37.8K - $46.1K
|
30.3K
$8.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
174+ 12.94% |
$37.8K - $46.1K
|
1.52K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
174+ 14.95% |
$37.8K - $46.1K
|
1.34K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
174+ 7.59% |
$37.8K - $46.1K
|
2.47K
$700K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
173+ 8.25% |
$37.6K - $45.8K
|
2.27K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
172+ 12.3% |
$37.4K - $45.5K
|
1.57K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
172+ 1.97% |
$37.4K - $45.5K
|
8.92K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
169+ 15.35% |
$36.7K - $44.7K
|
1.27K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
169+ 13.47% |
$36.7K - $44.7K
|
1.42K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
168+ 7.25% |
$36.5K - $44.5K
|
2.48K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
167+ 4.55% |
$36.3K - $44.2K
|
3.84K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
166+ 1.78% |
$36.1K - $43.9K
|
9.5K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
166+ 15.75% |
$36.1K - $43.9K
|
1.22K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164+ 4.78% |
$35.7K - $43.4K
|
3.59K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164+ 1.57% |
$35.7K - $43.4K
|
10.6K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
163+ 8.22% |
$35.4K - $43.2K
|
2.15K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 4.05% |
$35K - $42.6K
|
4.13K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160+ 0.25% |
$34.8K - $42.4K
|
64.2K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
160+ 16.68% |
$34.8K - $42.4K
|
1.12K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
159+ 13.9% |
$34.6K - $42.1K
|
1.3K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
159+ 4.26% |
$34.6K - $42.1K
|
3.89K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
159+ 3.3% |
$34.6K - $42.1K
|
4.98K
$1.41M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
157New |
$34.1K - $41.6K
|
157
$44.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
156+ 3.43% |
$33.9K - $41.3K
|
4.71K
$1.34M
|