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 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.46K
$637K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.07% |
$435 - $529
|
3.02K
$782K
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$435 - $529
|
4.58K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$435 - $529
|
1.95K
$506K
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2+ 0.21% |
$435 - $529
|
939
$243K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.56% |
$435 - $529
|
359
$93K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$435 - $529
|
5.27K
$1.37M
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2+ 0.11% |
$435 - $529
|
1.79K
$462K
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2+ 0.01% |
$435 - $529
|
30.2K
$7.82M
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.21K
$1.09M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$217 - $265
|
492
$127K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.56K
$662K
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.32K
$600K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.18K
$305K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$217 - $265
|
6.79K
$1.76M
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
5.85K
$1.52M
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.07% |
$217 - $265
|
1.51K
$391K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.08K
$280K
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1+ 0.05% |
$217 - $265
|
2.08K
$540K
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1K
$260K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.71K
$701K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.08% |
$217 - $265
|
1.2K
$310K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.24% |
$217 - $265
|
422
$109K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.67K
$433K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$217 - $265
|
1.94K
$502K
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.57K
$407K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.73K
$708K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.73K
$449K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1.04K
$269K
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.94K
$1.28M
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.16K
$300K
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.12% |
$217 - $265
|
825
$214K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$217 - $265
|
1
$259
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.06% |
$217 - $265
|
1.71K
$443K
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
973
$252K
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$217 - $265
|
2.95K
$765K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.29K
$594K
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.1% |
$217 - $265
|
1.04K
$269K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 1.45% |
$217 - $265
|
70
$18.1K
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.01% |
$217 - $265
|
9.56K
$2.48M
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 1.79% |
$217 - $265
|
55
$14.2K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1- 0.05% |
$217 - $265
|
2.02K
$523K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.02% |
$217 - $265
|
5.91K
$1.53M
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1- 0.03% |
$217 - $265
|
3.01K
$781K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.45% |
$217 - $265
|
68
$17.6K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.01% |
$217 - $265
|
17.5K
$4.53M
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2- 0.2% |
$435 - $529
|
988
$256K
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.07% |
$435 - $529
|
3.05K
$790K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-2- 0.2% |
$435 - $529
|
996
$258K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.04% |
$435 - $529
|
5.13K
$1.33M
|