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
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.01% |
$1.74K - $2.12K
|
407
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.52K - $1.85K
|
1.08K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7+ 0.05% |
$1.52K - $1.85K
|
12.9K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7+ 0.33% |
$1.52K - $1.85K
|
2.14K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7+ 0.76% |
$1.52K - $1.85K
|
923
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7+ 0.66% |
$1.52K - $1.85K
|
1.06K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7+ 41.18% |
$1.52K - $1.85K
|
24
$6.81K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7+ 0.57% |
$1.52K - $1.85K
|
1.23K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7+ 0.05% |
$1.52K - $1.85K
|
14.3K
$4.06M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7+ 0.64% |
$1.52K - $1.85K
|
1.1K
$311K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.62% |
$1.3K - $1.59K
|
970
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
6+ 0.58% |
$1.3K - $1.59K
|
1.05K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$1.3K - $1.59K
|
1.67K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6New |
$1.3K - $1.59K
|
6
$1.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.3K - $1.59K
|
1.1K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.62% |
$1.3K - $1.59K
|
976
$277K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.36% |
$1.3K - $1.59K
|
1.68K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
6+ 0.48% |
$1.3K - $1.59K
|
1.25K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6+ 0.06% |
$1.3K - $1.59K
|
10.8K
$3.07M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
6+ 0.31% |
$1.3K - $1.59K
|
1.94K
$550K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 2.02% |
$1.09K - $1.32K
|
253
$71.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5+ 0.14% |
$1.09K - $1.32K
|
3.55K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$1.09K - $1.32K
|
2.97K
$843K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5+ 0.6% |
$1.09K - $1.32K
|
835
$237K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 3.18% |
$1.09K - $1.32K
|
162
$46K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.25% |
$1.09K - $1.32K
|
2.01K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$1.09K - $1.32K
|
5
$1.42K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.42% |
$1.09K - $1.32K
|
1.19K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.27% |
$1.09K - $1.32K
|
1.87K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.45% |
$1.09K - $1.32K
|
1.13K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.15% |
$1.09K - $1.32K
|
3.39K
$963K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.43% |
$1.09K - $1.32K
|
1.18K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.12% |
$870 - $1.06K
|
3.3K
$938K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.31% |
$870 - $1.06K
|
1.28K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4+ 0.36% |
$870 - $1.06K
|
1.13K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4+ 3.81% |
$870 - $1.06K
|
109
$30.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.16% |
$870 - $1.06K
|
2.43K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.11% |
$870 - $1.06K
|
3.64K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$870 - $1.06K
|
1.9K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.08% |
$870 - $1.06K
|
5.27K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.14% |
$870 - $1.06K
|
2.92K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4+ 0.03% |
$870 - $1.06K
|
12.3K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
4+ 0.01% |
$870 - $1.06K
|
54.2K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.74% |
$870 - $1.06K
|
546
$155K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.32% |
$870 - $1.06K
|
1.26K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4New |
$870 - $1.06K
|
4
$1.14K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.28% |
$652 - $794
|
1.09K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.08% |
$652 - $794
|
3.7K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$652 - $794
|
436
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.38% |
$652 - $794
|
783
$222K
|