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 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 6.84% |
$8.48K - $10.3K
|
531
$151K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 0.57% |
$8.48K - $10.3K
|
6.8K
$1.93M
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-40- 2.14% |
$8.7K - $10.6K
|
1.83K
$520K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 2.53% |
$8.7K - $10.6K
|
1.54K
$437K
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-40- 3.31% |
$8.7K - $10.6K
|
1.17K
$332K
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-40- 2.96% |
$8.7K - $10.6K
|
1.31K
$372K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 0.98% |
$8.7K - $10.6K
|
4.04K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 1.2% |
$8.7K - $10.6K
|
3.29K
$933K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 2.31% |
$8.7K - $10.6K
|
1.7K
$481K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 0.28% |
$8.91K - $10.9K
|
14.7K
$4.17M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-41- 0.91% |
$8.91K - $10.9K
|
4.48K
$1.27M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 0.99% |
$8.91K - $10.9K
|
4.11K
$1.17M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 0.58% |
$8.91K - $10.9K
|
7.04K
$2M
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-42- 8.55% |
$9.13K - $11.1K
|
449
$127K
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-42- 1.77% |
$9.13K - $11.1K
|
2.33K
$662K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-43- 1.23% |
$9.35K - $11.4K
|
3.46K
$981K
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-43- 2.74% |
$9.35K - $11.4K
|
1.52K
$432K
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-44- 0.48% |
$9.57K - $11.6K
|
9.05K
$2.57M
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-44- 0.56% |
$9.57K - $11.6K
|
7.85K
$2.23M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-44- 1.35% |
$9.57K - $11.6K
|
3.2K
$909K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-44- 1.32% |
$9.57K - $11.6K
|
3.3K
$936K
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-45- 0.09% |
$9.78K - $11.9K
|
47.8K
$13.6M
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-45- 2.91% |
$9.78K - $11.9K
|
1.5K
$427K
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-46- 1.33% |
$10K - $12.2K
|
3.42K
$970K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-46- 0.31% |
$10K - $12.2K
|
14.6K
$4.15M
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-46- 1.05% |
$10K - $12.2K
|
4.36K
$1.24M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-47- 0.57% |
$10.2K - $12.4K
|
8.16K
$2.32M
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-47- 1.3% |
$10.2K - $12.4K
|
3.56K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-47- 0.21% |
$10.2K - $12.4K
|
22.8K
$6.46M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-48- 4.92% |
$10.4K - $12.7K
|
927
$263K
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-48- 1.04% |
$10.4K - $12.7K
|
4.55K
$1.29M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-49- 0.31% |
$10.7K - $13K
|
15.9K
$4.52M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-49- 0.58% |
$10.7K - $13K
|
8.45K
$2.4M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 2.64% |
$10.7K - $13K
|
1.81K
$513K
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-50- 1.52% |
$10.9K - $13.2K
|
3.25K
$922K
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.98% |
$10.9K - $13.2K
|
5.06K
$1.44M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-50- 0.91% |
$10.9K - $13.2K
|
5.44K
$1.54M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-50- 4.0% |
$10.9K - $13.2K
|
1.2K
$341K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-50- 5.26% |
$10.9K - $13.2K
|
900
$255K
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.57% |
$10.9K - $13.2K
|
8.67K
$2.46M
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-50- 5.08% |
$10.9K - $13.2K
|
935
$265K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-50- 6.82% |
$10.9K - $13.2K
|
683
$194K
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-51- 2.19% |
$11.1K - $13.5K
|
2.28K
$646K
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-51- 2.05% |
$11.1K - $13.5K
|
2.44K
$691K
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-51- 0.82% |
$11.1K - $13.5K
|
6.18K
$1.75M
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-52- 2.95% |
$11.3K - $13.8K
|
1.71K
$485K
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-52- 20.8% |
$11.3K - $13.8K
|
198
$56.2K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-52- 2.85% |
$11.3K - $13.8K
|
1.77K
$503K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 5.56% |
$11.5K - $14K
|
900
$255K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-53- 2.24% |
$11.5K - $14K
|
2.31K
$655K
|