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
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30+ 2.29% |
$6.52K - $7.94K
|
1.34K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 1.04% |
$6.52K - $7.94K
|
2.92K
$828K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 1.11% |
$6.52K - $7.94K
|
2.72K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
30+ 1.13% |
$6.52K - $7.94K
|
2.68K
$760K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
29+ 0.25% |
$6.3K - $7.68K
|
11.8K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
29+ 1.53% |
$6.3K - $7.68K
|
1.92K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29+ 1.99% |
$6.3K - $7.68K
|
1.49K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 1.38% |
$6.3K - $7.68K
|
2.13K
$604K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 93.55% |
$6.3K - $7.68K
|
60
$17K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 25.0% |
$6.3K - $7.68K
|
145
$41.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29+ 3.06% |
$6.3K - $7.68K
|
978
$278K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29+ 0.31% |
$6.3K - $7.68K
|
9.25K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
28+ 2.18% |
$6.09K - $7.41K
|
1.31K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28+ 1.46% |
$6.09K - $7.41K
|
1.95K
$553K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.59% |
$6.09K - $7.41K
|
4.75K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 0.51% |
$6.09K - $7.41K
|
5.49K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
28+ 0.14% |
$6.09K - $7.41K
|
19.9K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
28+ 1.94% |
$6.09K - $7.41K
|
1.47K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
28+ 0.98% |
$6.09K - $7.41K
|
2.89K
$821K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$5.87K - $7.15K
|
21.7K
$6.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.8% |
$5.87K - $7.15K
|
3.38K
$960K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27+ 2.92% |
$5.87K - $7.15K
|
953
$270K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 0.34% |
$5.87K - $7.15K
|
8.01K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.73K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26+ 1.53% |
$5.65K - $6.88K
|
1.72K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
26+ 1.03% |
$5.65K - $6.88K
|
2.55K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 2.29% |
$5.65K - $6.88K
|
1.16K
$330K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
26+ 0.51% |
$5.65K - $6.88K
|
5.09K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.84% |
$5.44K - $6.62K
|
3.01K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
25+ 1.47% |
$5.44K - $6.62K
|
1.73K
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25+ 2.24% |
$5.44K - $6.62K
|
1.14K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
25New |
$5.44K - $6.62K
|
25
$7.09K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 59.52% |
$5.44K - $6.62K
|
67
$19K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 1.58% |
$5.44K - $6.62K
|
1.61K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
25+ 1.06% |
$5.44K - $6.62K
|
2.38K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.75% |
$5.22K - $6.35K
|
3.24K
$919K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
24+ 1.57% |
$5.22K - $6.35K
|
1.55K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24+ 0.8% |
$5.22K - $6.35K
|
3.04K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
24New |
$5.22K - $6.35K
|
24
$6.81K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
23New |
$5K - $6.09K
|
23
$6.53K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
23+ 0.64% |
$5K - $6.09K
|
3.6K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
23+ 5.62% |
$5K - $6.09K
|
432
$123K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23+ 11.86% |
$5K - $6.09K
|
217
$61.6K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.66% |
$5K - $6.09K
|
3.49K
$991K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23+ 1.17% |
$5K - $6.09K
|
1.99K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.89% |
$5K - $6.09K
|
2.62K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22+ 1.94% |
$4.78K - $5.82K
|
1.16K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 2.22% |
$4.57K - $5.56K
|
966
$274K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 1.29% |
$4.57K - $5.56K
|
1.64K
$467K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 1.41% |
$4.35K - $5.29K
|
1.44K
$408K
|