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 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
156+ 6.73% |
$33.9K - $41.3K
|
2.48K
$702K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
155+ 12.02% |
$33.7K - $41K
|
1.45K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
155New |
$33.7K - $41K
|
155
$44K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
154+ 14.88% |
$33.5K - $40.8K
|
1.19K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
153+ 15.39% |
$33.3K - $40.5K
|
1.15K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
153+ 1.35% |
$33.3K - $40.5K
|
11.5K
$3.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
150+ 4.55% |
$32.6K - $39.7K
|
3.45K
$978K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
150+ 10.37% |
$32.6K - $39.7K
|
1.6K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
150+ 0.19% |
$32.6K - $39.7K
|
79.4K
$22.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
150+ 6.7% |
$32.6K - $39.7K
|
2.39K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
150+ 12.76% |
$32.6K - $39.7K
|
1.33K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
149+ 1.53% |
$32.4K - $39.4K
|
9.89K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
149+ 1.54% |
$32.4K - $39.4K
|
9.8K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
147+ 3.68% |
$32K - $38.9K
|
4.15K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
147New |
$32K - $38.9K
|
147
$41.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
145+ 3.52% |
$31.5K - $38.4K
|
4.27K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144+ 9.86% |
$31.3K - $38.1K
|
1.6K
$455K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
142+ 19.4% |
$30.9K - $37.6K
|
874
$248K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
142+ 3.13% |
$30.9K - $37.6K
|
4.68K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
142+ 15.07% |
$30.9K - $37.6K
|
1.08K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
141+ 6.7% |
$30.7K - $37.3K
|
2.25K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
141+ 26.36% |
$30.7K - $37.3K
|
676
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
140+ 2.19% |
$30.4K - $37.1K
|
6.53K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
140+ 5.81% |
$30.4K - $37.1K
|
2.55K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
140+ 3.39% |
$30.4K - $37.1K
|
4.28K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
140+ 1.92% |
$30.4K - $37.1K
|
7.44K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
139+ 4.25% |
$30.2K - $36.8K
|
3.41K
$968K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
138+ 9.79% |
$30K - $36.5K
|
1.55K
$439K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
138+ 4.68% |
$30K - $36.5K
|
3.09K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
137+ 1.98% |
$29.8K - $36.3K
|
7.07K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
137+ 5.75% |
$29.8K - $36.3K
|
2.52K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
137+ 10.89% |
$29.8K - $36.3K
|
1.4K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
136+ 6.82% |
$29.6K - $36K
|
2.13K
$605K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
135+ 16.94% |
$29.3K - $35.7K
|
932
$264K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
135+ 5.44% |
$29.3K - $35.7K
|
2.62K
$742K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
130+ 3.09% |
$28.3K - $34.4K
|
4.34K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
129+ 5.44% |
$28K - $34.2K
|
2.5K
$709K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
127+ 5.35% |
$27.6K - $33.6K
|
2.5K
$710K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
127+ 7.42% |
$27.6K - $33.6K
|
1.84K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
127+ 4.85% |
$27.6K - $33.6K
|
2.75K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
126+ 168.0% |
$27.4K - $33.4K
|
201
$57K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
125New |
$27.2K - $33.1K
|
125
$35.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124+ 8.06% |
$27K - $32.8K
|
1.66K
$472K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
124+ 5.12% |
$27K - $32.8K
|
2.55K
$722K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
123+ 3.75% |
$26.7K - $32.6K
|
3.4K
$965K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
123+ 4.07% |
$26.7K - $32.6K
|
3.15K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
122+ 6.3% |
$26.5K - $32.3K
|
2.06K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
121+ 6.63% |
$26.3K - $32K
|
1.95K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
121+ 9.07% |
$26.3K - $32K
|
1.46K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
120+ 10.65% |
$26.1K - $31.8K
|
1.25K
$354K
|