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 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
45+ 0.22% |
$9.78K - $11.9K
|
20.5K
$5.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
45+ 4.7% |
$9.78K - $11.9K
|
1K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
45+ 0.57% |
$9.78K - $11.9K
|
8.01K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
45+ 3.49% |
$9.78K - $11.9K
|
1.33K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
45+ 2.19% |
$9.78K - $11.9K
|
2.1K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
45+ 0.47% |
$9.78K - $11.9K
|
9.6K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
45+ 2.02% |
$9.78K - $11.9K
|
2.28K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
44+ 0.69% |
$9.57K - $11.6K
|
6.42K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
43+ 0.11% |
$9.35K - $11.4K
|
38.7K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
43+ 0.59% |
$9.35K - $11.4K
|
7.35K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
43+ 1.65% |
$9.35K - $11.4K
|
2.65K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 2.83% |
$9.35K - $11.4K
|
1.57K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42+ 0.88% |
$9.13K - $11.1K
|
4.81K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
42+ 1.21% |
$9.13K - $11.1K
|
3.52K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
42+ 2.36% |
$9.13K - $11.1K
|
1.82K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
42+ 3.29% |
$9.13K - $11.1K
|
1.32K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
42+ 0.15% |
$9.13K - $11.1K
|
29K
$8.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 0.6% |
$8.91K - $10.9K
|
6.86K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
41+ 3.92% |
$8.91K - $10.9K
|
1.09K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
41+ 0.19% |
$8.91K - $10.9K
|
21.5K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
40+ 20.83% |
$8.7K - $10.6K
|
232
$65.8K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
40+ 0.43% |
$8.7K - $10.6K
|
9.31K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
39New |
$8.48K - $10.3K
|
39
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
39+ 0.58% |
$8.48K - $10.3K
|
6.78K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
38+ 0.39% |
$8.26K - $10.1K
|
9.9K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
38+ 3.4% |
$8.26K - $10.1K
|
1.16K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
38+ 2.84% |
$8.26K - $10.1K
|
1.38K
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
37+ 1.31% |
$8.04K - $9.8K
|
2.87K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 0.39% |
$8.04K - $9.8K
|
9.58K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
37+ 3.96% |
$8.04K - $9.8K
|
972
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36+ 0.62% |
$7.83K - $9.53K
|
5.83K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
36+ 2.6% |
$7.83K - $9.53K
|
1.42K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
36+ 3.02% |
$7.83K - $9.53K
|
1.23K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
36+ 2.36% |
$7.83K - $9.53K
|
1.56K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
36+ 0.95% |
$7.83K - $9.53K
|
3.82K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
35+ 3.45% |
$7.61K - $9.27K
|
1.05K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.25% |
$7.61K - $9.27K
|
14.1K
$4.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
35+ 1.23% |
$7.61K - $9.27K
|
2.88K
$817K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
35+ 1.42% |
$7.61K - $9.27K
|
2.5K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
35+ 3.58% |
$7.61K - $9.27K
|
1.01K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35+ 5.04% |
$7.61K - $9.27K
|
729
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
34+ 2.02% |
$7.39K - $9K
|
1.72K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.26% |
$7.39K - $9K
|
13.2K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
34+ 0.19% |
$7.39K - $9K
|
17.6K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
34+ 0.03% |
$7.39K - $9K
|
134K
$37.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
33+ 0.48% |
$7.17K - $8.74K
|
6.97K
$1.98M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.02% |
$7.17K - $8.74K
|
158K
$44.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
32+ 0.66% |
$6.96K - $8.47K
|
4.85K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31+ 0.44% |
$6.74K - $8.21K
|
7.16K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
31+ 0.83% |
$6.74K - $8.21K
|
3.75K
$1.06M
|