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 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1+ 0.05% |
$217 - $265
|
2.08K
$591K
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1K
$285K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.71K
$768K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.08% |
$217 - $265
|
1.2K
$340K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.24% |
$217 - $265
|
422
$120K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.67K
$475K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$217 - $265
|
1.94K
$549K
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.57K
$446K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.73K
$775K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.73K
$492K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1.04K
$294K
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.94K
$1.4M
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.16K
$328K
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.12% |
$217 - $265
|
825
$234K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$217 - $265
|
1
$284
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.71K
$485K
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
973
$276K
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$217 - $265
|
2.95K
$838K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.29K
$651K
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1.04K
$294K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 1.45% |
$217 - $265
|
70
$19.9K
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.01% |
$217 - $265
|
9.56K
$2.71M
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 1.79% |
$217 - $265
|
55
$15.6K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1- 0.05% |
$217 - $265
|
2.02K
$573K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.02% |
$217 - $265
|
5.91K
$1.68M
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1- 0.03% |
$217 - $265
|
3.01K
$855K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.45% |
$217 - $265
|
68
$19.3K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.01% |
$217 - $265
|
17.5K
$4.96M
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2- 0.2% |
$435 - $529
|
988
$280K
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.07% |
$435 - $529
|
3.05K
$865K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-2- 0.2% |
$435 - $529
|
996
$283K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.04% |
$435 - $529
|
5.13K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.07% |
$435 - $529
|
2.97K
$843K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2- 33.33% |
$435 - $529
|
4
$1.14K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-3- 0.07% |
$652 - $794
|
4.1K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3- 0.21% |
$652 - $794
|
1.44K
$409K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-3- 0.52% |
$652 - $794
|
574
$163K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-3- 0.13% |
$652 - $794
|
2.26K
$641K
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3- 0.09% |
$652 - $794
|
3.33K
$945K
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3- 0.06% |
$652 - $794
|
4.83K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- 0.11% |
$652 - $794
|
2.71K
$769K
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3- 0.26% |
$652 - $794
|
1.16K
$328K
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-4- 0.11% |
$870 - $1.06K
|
3.58K
$1.02M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-4- 2.15% |
$870 - $1.06K
|
182
$51.6K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4- 0.18% |
$870 - $1.06K
|
2.26K
$641K
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4- 0.28% |
$870 - $1.06K
|
1.44K
$408K
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-4- 0.29% |
$870 - $1.06K
|
1.38K
$391K
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4- 0.41% |
$870 - $1.06K
|
983
$279K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4- 0.96% |
$870 - $1.06K
|
411
$117K
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-4- 0.22% |
$870 - $1.06K
|
1.81K
$513K
|