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 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
36+ 0.95% |
$7.83K - $9.53K
|
3.82K
$989K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
36+ 8.37% |
$7.83K - $9.53K
|
466
$121K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
35+ 3.45% |
$7.61K - $9.27K
|
1.05K
$272K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.25% |
$7.61K - $9.27K
|
14.1K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
35+ 1.23% |
$7.61K - $9.27K
|
2.88K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
35+ 1.42% |
$7.61K - $9.27K
|
2.5K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
35+ 3.58% |
$7.61K - $9.27K
|
1.01K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35+ 5.04% |
$7.61K - $9.27K
|
729
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
34+ 2.02% |
$7.39K - $9K
|
1.72K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.26% |
$7.39K - $9K
|
13.2K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
34+ 0.19% |
$7.39K - $9K
|
17.6K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
34+ 0.03% |
$7.39K - $9K
|
134K
$34.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
33+ 0.48% |
$7.17K - $8.74K
|
6.97K
$1.8M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.02% |
$7.17K - $8.74K
|
158K
$41M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
32+ 0.66% |
$6.96K - $8.47K
|
4.85K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31+ 0.44% |
$6.74K - $8.21K
|
7.16K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
31+ 0.83% |
$6.74K - $8.21K
|
3.75K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30+ 2.29% |
$6.52K - $7.94K
|
1.34K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 1.04% |
$6.52K - $7.94K
|
2.92K
$755K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 1.11% |
$6.52K - $7.94K
|
2.72K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
30+ 1.13% |
$6.52K - $7.94K
|
2.68K
$694K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
29+ 0.25% |
$6.3K - $7.68K
|
11.8K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
29+ 1.53% |
$6.3K - $7.68K
|
1.92K
$497K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29+ 1.99% |
$6.3K - $7.68K
|
1.49K
$385K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 1.38% |
$6.3K - $7.68K
|
2.13K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 93.55% |
$6.3K - $7.68K
|
60
$15.5K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 25.0% |
$6.3K - $7.68K
|
145
$37.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29+ 3.06% |
$6.3K - $7.68K
|
978
$253K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29+ 0.31% |
$6.3K - $7.68K
|
9.25K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
28+ 2.18% |
$6.09K - $7.41K
|
1.31K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28+ 1.46% |
$6.09K - $7.41K
|
1.95K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.59% |
$6.09K - $7.41K
|
4.75K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 0.51% |
$6.09K - $7.41K
|
5.49K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
28+ 0.14% |
$6.09K - $7.41K
|
19.9K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
28+ 1.94% |
$6.09K - $7.41K
|
1.47K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
28+ 0.98% |
$6.09K - $7.41K
|
2.89K
$750K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$5.87K - $7.15K
|
21.7K
$5.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.8% |
$5.87K - $7.15K
|
3.38K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27+ 2.92% |
$5.87K - $7.15K
|
953
$247K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 0.34% |
$5.87K - $7.15K
|
8.01K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.73K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.72K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
26+ 1.03% |
$5.65K - $6.88K
|
2.55K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 2.29% |
$5.65K - $6.88K
|
1.16K
$301K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
26+ 0.51% |
$5.65K - $6.88K
|
5.09K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.84% |
$5.44K - $6.62K
|
3.01K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
25+ 1.47% |
$5.44K - $6.62K
|
1.73K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25+ 2.24% |
$5.44K - $6.62K
|
1.14K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
25New |
$5.44K - $6.62K
|
25
$6.48K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 59.52% |
$5.44K - $6.62K
|
67
$17.4K
|