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
|
Anb Bank
Denver, CO |
BUY
|
- |
64+ 2.33% |
$13.9K - $16.9K
|
2.82K
$799K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
64+ 2.23% |
$13.9K - $16.9K
|
2.94K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
64+ 2.27% |
$13.9K - $16.9K
|
2.89K
$819K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
64+ 0.36% |
$13.9K - $16.9K
|
17.6K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62+ 15.78% |
$13.5K - $16.4K
|
455
$129K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 3.06% |
$13.3K - $16.1K
|
2.05K
$582K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
61+ 1.3% |
$13.3K - $16.1K
|
4.75K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
61+ 1.31% |
$13.3K - $16.1K
|
4.73K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
60+ 2.04% |
$13K - $15.9K
|
3K
$851K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
60+ 3.89% |
$13K - $15.9K
|
1.6K
$455K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
60+ 0.41% |
$13K - $15.9K
|
14.7K
$4.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
59+ 4.14% |
$12.8K - $15.6K
|
1.48K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 0.61% |
$12.8K - $15.6K
|
9.75K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
59+ 2.5% |
$12.8K - $15.6K
|
2.42K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
59+ 3.24% |
$12.8K - $15.6K
|
1.88K
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58+ 8.42% |
$12.6K - $15.4K
|
747
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58+ 1.96% |
$12.6K - $15.4K
|
3.02K
$858K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 42.65% |
$12.6K - $15.4K
|
194
$55.1K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
58+ 2.67% |
$12.6K - $15.4K
|
2.23K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
57+ 2.37% |
$12.4K - $15.1K
|
2.47K
$700K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
57+ 0.64% |
$12.4K - $15.1K
|
8.97K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
57+ 6.12% |
$12.4K - $15.1K
|
988
$280K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
56+ 0.62% |
$12.2K - $14.8K
|
9.13K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
55+ 0.89% |
$12K - $14.6K
|
6.23K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
54+ 1.41% |
$11.7K - $14.3K
|
3.88K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
54+ 2.31% |
$11.7K - $14.3K
|
2.39K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
54+ 2.84% |
$11.7K - $14.3K
|
1.96K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
54+ 3.58% |
$11.7K - $14.3K
|
1.56K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
54+ 3.36% |
$11.7K - $14.3K
|
1.66K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
53+ 2.58% |
$11.5K - $14K
|
2.11K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 5.72% |
$11.5K - $14K
|
979
$278K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
53+ 0.19% |
$11.5K - $14K
|
27.8K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
53+ 3.07% |
$11.5K - $14K
|
1.78K
$505K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.37% |
$11.3K - $13.8K
|
14.2K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
51+ 4.77% |
$11.1K - $13.5K
|
1.12K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 5.49% |
$10.9K - $13.2K
|
960
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.61% |
$10.9K - $13.2K
|
8.26K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
50+ 0.91% |
$10.9K - $13.2K
|
5.56K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
50+ 2.12% |
$10.9K - $13.2K
|
2.41K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 0.35% |
$10.9K - $13.2K
|
14.3K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 5.35% |
$10.9K - $13.2K
|
984
$279K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
50+ 0.12% |
$10.9K - $13.2K
|
40.8K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 0.24% |
$10.9K - $13.2K
|
20.5K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50+ 3.67% |
$10.9K - $13.2K
|
1.41K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
50+ 3.3% |
$10.9K - $13.2K
|
1.56K
$444K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
49+ 2.23% |
$10.7K - $13K
|
2.24K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.17% |
$10.7K - $13K
|
29.4K
$8.35M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
49+ 41.53% |
$10.7K - $13K
|
167
$47.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
46+ 0.85% |
$10K - $12.2K
|
5.46K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
46+ 0.19% |
$10K - $12.2K
|
23.7K
$6.74M
|