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 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120+ 3.95% |
$26.1K - $31.8K
|
3.16K
$897K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
119+ 10.31% |
$25.9K - $31.5K
|
1.27K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
119+ 1.39% |
$25.9K - $31.5K
|
8.67K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
118+ 2.12% |
$25.7K - $31.2K
|
5.67K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
118+ 21.26% |
$25.7K - $31.2K
|
673
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
117+ 4.29% |
$25.4K - $31K
|
2.84K
$807K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
117+ 5.49% |
$25.4K - $31K
|
2.25K
$638K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
115+ 0.53% |
$25K - $30.4K
|
21.7K
$6.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 12.14% |
$25K - $30.4K
|
1.06K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
115+ 0.18% |
$25K - $30.4K
|
63.7K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
114+ 1.93% |
$24.8K - $30.2K
|
6.04K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
114+ 7.28% |
$24.8K - $30.2K
|
1.68K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
114+ 1.96% |
$24.8K - $30.2K
|
5.92K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
111+ 11.43% |
$24.1K - $29.4K
|
1.08K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
111New |
$24.1K - $29.4K
|
111
$31.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110+ 0.98% |
$23.9K - $29.1K
|
11.3K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
110+ 0.59% |
$23.9K - $29.1K
|
18.9K
$5.35M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
110+ 6.56% |
$23.9K - $29.1K
|
1.79K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
110+ 0.38% |
$23.9K - $29.1K
|
28.9K
$8.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106New |
$23K - $28.1K
|
106
$30.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
105+ 1.31% |
$22.8K - $27.8K
|
8.15K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
105+ 6.32% |
$22.8K - $27.8K
|
1.77K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
105+ 3.48% |
$22.8K - $27.8K
|
3.12K
$887K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
103+ 6.62% |
$22.4K - $27.3K
|
1.66K
$471K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
103+ 4.6% |
$22.4K - $27.3K
|
2.34K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
103+ 2.21% |
$22.4K - $27.3K
|
4.77K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
103+ 4.01% |
$22.4K - $27.3K
|
2.67K
$758K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
102+ 34.69% |
$22.2K - $27K
|
396
$112K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
102+ 0.92% |
$22.2K - $27K
|
11.2K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
100+ 3.85% |
$21.7K - $26.5K
|
2.7K
$765K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 7.46% |
$21.7K - $26.5K
|
1.44K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
100+ 8.87% |
$21.7K - $26.5K
|
1.23K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
100+ 0.98% |
$21.7K - $26.5K
|
10.4K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 2.08% |
$21.7K - $26.5K
|
4.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
100+ 2.34% |
$21.7K - $26.5K
|
4.37K
$1.24M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
100+ 322.58% |
$21.7K - $26.5K
|
131
$37.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
99+ 9.24% |
$21.5K - $26.2K
|
1.17K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
99+ 47.83% |
$21.5K - $26.2K
|
306
$86.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
97+ 9.55% |
$21.1K - $25.7K
|
1.11K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
97+ 3.07% |
$21.1K - $25.7K
|
3.25K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 0.13% |
$21.1K - $25.7K
|
75.7K
$21.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 6.08% |
$20.9K - $25.4K
|
1.68K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
96+ 6.08% |
$20.9K - $25.4K
|
1.68K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
96+ 9.28% |
$20.9K - $25.4K
|
1.13K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
96+ 5.25% |
$20.9K - $25.4K
|
1.93K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 8.88% |
$20.9K - $25.4K
|
1.18K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
95+ 0.66% |
$20.7K - $25.2K
|
14.5K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
95+ 3.04% |
$20.7K - $25.2K
|
3.22K
$914K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
95+ 0.93% |
$20.7K - $25.2K
|
10.3K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
94+ 4.9% |
$20.4K - $24.9K
|
2.01K
$571K
|