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 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
607+ 11.76% |
$132K - $161K
|
5.77K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
592+ 8.7% |
$129K - $157K
|
7.4K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
558+ 4.9% |
$121K - $148K
|
12K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
550+ 4.73% |
$120K - $146K
|
12.2K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
457+ 4.11% |
$99.4K - $121K
|
11.6K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
452+ 4.73% |
$98.3K - $120K
|
10K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
448+ 10.16% |
$97.4K - $119K
|
4.86K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
422+ 2.27% |
$91.7K - $112K
|
19K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
410+ 6.6% |
$89.1K - $109K
|
6.62K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
398+ 9.73% |
$86.5K - $105K
|
4.49K
$1.07M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
390+ 60.75% |
$84.8K - $103K
|
1.03K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
389+ 6.85% |
$84.6K - $103K
|
6.07K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
385+ 12.78% |
$83.7K - $102K
|
3.4K
$811K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
380+ 5.67% |
$82.6K - $101K
|
7.09K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
378+ 3.74% |
$82.2K - $100K
|
10.5K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
377+ 23.7% |
$82K - $99.8K
|
1.97K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
372+ 10.98% |
$80.9K - $98.5K
|
3.76K
$898K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
363+ 5.72% |
$78.9K - $96.1K
|
6.71K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
362+ 17.88% |
$78.7K - $95.8K
|
2.39K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
362+ 34.57% |
$78.7K - $95.8K
|
1.41K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
361+ 2.18% |
$78.5K - $95.6K
|
16.9K
$4.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
361+ 10.12% |
$78.5K - $95.6K
|
3.93K
$938K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
355+ 10.8% |
$77.2K - $94K
|
3.64K
$870K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
343+ 3.64% |
$74.6K - $90.8K
|
9.77K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
335+ 3.49% |
$72.8K - $88.7K
|
9.93K
$2.37M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
330+ 8.73% |
$71.7K - $87.4K
|
4.11K
$981K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
329+ 15.91% |
$71.5K - $87.1K
|
2.4K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
326+ 5.34% |
$70.9K - $86.3K
|
6.44K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
318+ 5.57% |
$69.1K - $84.2K
|
6.03K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
314+ 9.47% |
$68.3K - $83.1K
|
3.63K
$867K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
307+ 16.4% |
$66.7K - $81.3K
|
2.18K
$520K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
304+ 3.44% |
$66.1K - $80.5K
|
9.14K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
294+ 2.66% |
$63.9K - $77.8K
|
11.3K
$2.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
294+ 0.54% |
$63.9K - $77.8K
|
54.3K
$13M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
293+ 31.2% |
$63.7K - $77.6K
|
1.23K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
290+ 20.34% |
$63K - $76.8K
|
1.72K
$410K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
286+ 0.63% |
$62.2K - $75.7K
|
45.4K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
280New |
$60.9K - $74.1K
|
280
$66.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
277+ 16.23% |
$60.2K - $73.3K
|
1.98K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
272+ 18.38% |
$59.1K - $72K
|
1.75K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
263+ 3.25% |
$57.2K - $69.6K
|
8.35K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
258+ 27.36% |
$56.1K - $68.3K
|
1.2K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
248+ 0.41% |
$53.9K - $65.7K
|
60.4K
$14.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
239+ 4.78% |
$52K - $63.3K
|
5.24K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
224+ 8.87% |
$48.7K - $59.3K
|
2.75K
$657K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 3.53% |
$47.4K - $57.7K
|
6.4K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
213+ 10.97% |
$46.3K - $56.4K
|
2.16K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
207+ 1.62% |
$45K - $54.8K
|
13K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
203+ 2.26% |
$44.1K - $53.7K
|
9.19K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200+ 46.4% |
$43.5K - $52.9K
|
631
$151K
|