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
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$652 - $794
|
432
$123K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.04% |
$652 - $794
|
8.55K
$2.43M
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.21% |
$652 - $794
|
1.44K
$409K
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3+ 0.19% |
$652 - $794
|
1.59K
$451K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3+ 0.12% |
$652 - $794
|
2.48K
$704K
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.23% |
$652 - $794
|
1.29K
$366K
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3+ 0.12% |
$652 - $794
|
2.44K
$691K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.57% |
$652 - $794
|
530
$150K
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.29% |
$652 - $794
|
1.05K
$297K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.23% |
$652 - $794
|
1.32K
$375K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.04% |
$652 - $794
|
7.81K
$2.22M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3+ 0.03% |
$652 - $794
|
8.62K
$2.45M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.19% |
$652 - $794
|
1.55K
$440K
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
3+ 0.27% |
$652 - $794
|
1.1K
$311K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.1% |
$652 - $794
|
3.15K
$893K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 0.3% |
$652 - $794
|
993
$282K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.19% |
$652 - $794
|
1.55K
$440K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.4K
$681K
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2+ 0.17% |
$435 - $529
|
1.16K
$330K
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$435 - $529
|
4.07K
$1.15M
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.92% |
$435 - $529
|
219
$62.2K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
2+ 0.29% |
$435 - $529
|
702
$199K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.44K
$691K
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.58% |
$435 - $529
|
349
$99K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$435 - $529
|
6.24K
$1.77M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2New |
$435 - $529
|
2
$568
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$435 - $529
|
1.01K
$287K
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2+ 0.17% |
$435 - $529
|
1.16K
$329K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.06% |
$435 - $529
|
3.38K
$960K
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.09% |
$435 - $529
|
2.33K
$662K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$435 - $529
|
942
$267K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$435 - $529
|
1.01K
$286K
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.46K
$698K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.07% |
$435 - $529
|
3.02K
$857K
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$435 - $529
|
4.58K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$435 - $529
|
1.95K
$554K
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2+ 0.21% |
$435 - $529
|
939
$266K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.56% |
$435 - $529
|
359
$102K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$435 - $529
|
5.27K
$1.5M
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2+ 0.11% |
$435 - $529
|
1.79K
$507K
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2+ 0.01% |
$435 - $529
|
30.2K
$8.57M
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.21K
$1.2M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$217 - $265
|
492
$140K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.56K
$725K
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.32K
$657K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.18K
$334K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$217 - $265
|
6.79K
$1.93M
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
5.85K
$1.66M
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.07% |
$217 - $265
|
1.51K
$429K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.08K
$307K
|