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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
94+ 4.9% |
$20.4K - $24.9K
|
2.01K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
94+ 1.76% |
$20.4K - $24.9K
|
5.42K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.41% |
$19.8K - $24.1K
|
22.1K
$6.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
91+ 6.59% |
$19.8K - $24.1K
|
1.47K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
90New |
$19.6K - $23.8K
|
90
$25.5K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
90+ 2.0% |
$19.6K - $23.8K
|
4.59K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 5.17% |
$19.6K - $23.8K
|
1.83K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
89+ 1.36% |
$19.3K - $23.6K
|
6.62K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
88+ 0.99% |
$19.1K - $23.3K
|
8.98K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
87+ 16.57% |
$18.9K - $23K
|
612
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87+ 2.13% |
$18.9K - $23K
|
4.17K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
87+ 68.5% |
$18.9K - $23K
|
214
$60.7K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
87New |
$18.9K - $23K
|
87
$24.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
86+ 0.68% |
$18.7K - $22.8K
|
12.7K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
86+ 5.38% |
$18.7K - $22.8K
|
1.68K
$478K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
83+ 1.19% |
$18K - $22K
|
7.05K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
83+ 0.52% |
$18K - $22K
|
16K
$4.54M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
83+ 0.32% |
$18K - $22K
|
26.2K
$7.44M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
82+ 21.98% |
$17.8K - $21.7K
|
455
$129K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
82+ 2.51% |
$17.8K - $21.7K
|
3.36K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
80+ 0.53% |
$17.4K - $21.2K
|
15.1K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
80+ 3.09% |
$17.4K - $21.2K
|
2.67K
$756K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
79+ 0.98% |
$17.2K - $20.9K
|
8.13K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
79+ 5.27% |
$17.2K - $20.9K
|
1.58K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
79+ 1.28% |
$17.2K - $20.9K
|
6.23K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78+ 2.16% |
$17K - $20.6K
|
3.69K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
77+ 1.68% |
$16.7K - $20.4K
|
4.66K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
77+ 3.61% |
$16.7K - $20.4K
|
2.21K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
77+ 5.05% |
$16.7K - $20.4K
|
1.6K
$454K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
77+ 0.48% |
$16.7K - $20.4K
|
16K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76+ 0.79% |
$16.5K - $20.1K
|
9.64K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
75+ 8.12% |
$16.3K - $19.9K
|
999
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 2.62% |
$16.3K - $19.9K
|
2.93K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
75+ 1.94% |
$16.3K - $19.9K
|
3.94K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
74+ 3.07% |
$16.1K - $19.6K
|
2.49K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
73+ 1.01% |
$15.9K - $19.3K
|
7.31K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
73+ 3.29% |
$15.9K - $19.3K
|
2.29K
$651K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.33% |
$15.7K - $19.1K
|
3.16K
$897K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
72+ 4.32% |
$15.7K - $19.1K
|
1.74K
$494K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
70+ 0.8% |
$15.2K - $18.5K
|
8.8K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
70+ 4.67% |
$15.2K - $18.5K
|
1.57K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
70+ 1.46% |
$15.2K - $18.5K
|
4.87K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
70+ 1.85% |
$15.2K - $18.5K
|
3.86K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
69+ 0.53% |
$15K - $18.3K
|
13K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
69+ 5.41% |
$15K - $18.3K
|
1.34K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
69+ 0.66% |
$15K - $18.3K
|
10.6K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
68+ 4.3% |
$14.8K - $18K
|
1.65K
$469K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
67+ 3.41% |
$14.6K - $17.7K
|
2.03K
$576K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
66+ 4.11% |
$14.3K - $17.5K
|
1.67K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
66+ 2.92% |
$14.3K - $17.5K
|
2.33K
$661K
|