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 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
13+ 0.28% |
$2.83K - $3.44K
|
4.67K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
13+ 0.29% |
$2.83K - $3.44K
|
4.48K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 7.45% |
$2.61K - $3.18K
|
173
$49.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.26% |
$2.61K - $3.18K
|
4.68K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12+ 0.79% |
$2.61K - $3.18K
|
1.54K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.2% |
$2.61K - $3.18K
|
6.01K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
12+ 0.65% |
$2.61K - $3.18K
|
1.86K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
12+ 1.27% |
$2.61K - $3.18K
|
955
$271K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
12+ 0.19% |
$2.61K - $3.18K
|
6.4K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.25% |
$2.39K - $2.91K
|
4.4K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.5% |
$2.39K - $2.91K
|
2.2K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$2.39K - $2.91K
|
10.7K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
11+ 0.11% |
$2.39K - $2.91K
|
9.7K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
11+ 275.0% |
$2.39K - $2.91K
|
15
$4.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 5.12% |
$2.39K - $2.91K
|
226
$64.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11+ 0.85% |
$2.39K - $2.91K
|
1.31K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
11+ 0.77% |
$2.39K - $2.91K
|
1.43K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
11+ 0.1% |
$2.39K - $2.91K
|
10.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
11+ 0.94% |
$2.39K - $2.91K
|
1.18K
$334K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 0.8% |
$2.17K - $2.65K
|
1.26K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.54% |
$2.17K - $2.65K
|
1.87K
$532K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10+ 0.48% |
$2.17K - $2.65K
|
2.11K
$598K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
10+ 0.08% |
$2.17K - $2.65K
|
12.4K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10+ 1.76% |
$2.17K - $2.65K
|
577
$164K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
BUY
|
- |
10+ 0.18% |
$2.17K - $2.65K
|
5.66K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.98% |
$2.17K - $2.65K
|
514
$146K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
10+ 0.33% |
$2.17K - $2.65K
|
3K
$851K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10+ 3.03% |
$2.17K - $2.65K
|
340
$96.5K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.25% |
$2.17K - $2.65K
|
4.04K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.61% |
$2.17K - $2.65K
|
1.66K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.75% |
$2.17K - $2.65K
|
1.34K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10+ 13.89% |
$2.17K - $2.65K
|
82
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.17K - $2.65K
|
10
$2.84K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.96K - $2.38K
|
5.33K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9+ 0.53% |
$1.96K - $2.38K
|
1.72K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.96K - $2.38K
|
3.14K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9+ 900.0% |
$1.96K - $2.38K
|
10
$2.84K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 0.18% |
$1.96K - $2.38K
|
5.02K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$1.96K - $2.38K
|
1.48K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.38K
|
2.89K
$820K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
9+ 0.24% |
$1.96K - $2.38K
|
3.73K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9+ 1.5% |
$1.96K - $2.38K
|
609
$173K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
9+ 9.0% |
$1.96K - $2.38K
|
109
$30.9K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.18% |
$1.96K - $2.38K
|
5.02K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9+ 0.65% |
$1.96K - $2.38K
|
1.39K
$395K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.11% |
$1.74K - $2.12K
|
7.01K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.74K - $2.12K
|
1.66K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.19% |
$1.74K - $2.12K
|
4.24K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
8+ 0.43% |
$1.74K - $2.12K
|
1.87K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.74% |
$1.74K - $2.12K
|
1.09K
$310K
|