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 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-34- 1.69% |
$7.39K - $9K
|
1.98K
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.99% |
$7.39K - $9K
|
1.68K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-34- 48.57% |
$7.39K - $9K
|
36
$9.33K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-34- 0.14% |
$7.39K - $9K
|
24.4K
$6.33M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-34- 1.17% |
$7.39K - $9K
|
2.88K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-35- 11.63% |
$7.61K - $9.27K
|
266
$68.9K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-35- 0.19% |
$7.61K - $9.27K
|
18.5K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-36- 2.2% |
$7.83K - $9.53K
|
1.6K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-36- 29.75% |
$7.83K - $9.53K
|
85
$22K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-36- 1.85% |
$7.83K - $9.53K
|
1.91K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-37- 2.78% |
$8.04K - $9.8K
|
1.3K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-37- 0.16% |
$8.04K - $9.8K
|
23.7K
$6.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-38- 1.07% |
$8.26K - $10.1K
|
3.5K
$906K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-38- 1.38% |
$8.26K - $10.1K
|
2.72K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-38- 1.9% |
$8.26K - $10.1K
|
1.96K
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 0.59% |
$8.48K - $10.3K
|
6.59K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39- 1.71% |
$8.48K - $10.3K
|
2.25K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-39- 0.47% |
$8.48K - $10.3K
|
8.23K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-39- 1.26% |
$8.48K - $10.3K
|
3.06K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 6.84% |
$8.48K - $10.3K
|
531
$138K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 0.57% |
$8.48K - $10.3K
|
6.8K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-40- 2.14% |
$8.7K - $10.6K
|
1.83K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 2.53% |
$8.7K - $10.6K
|
1.54K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-40- 3.31% |
$8.7K - $10.6K
|
1.17K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-40- 2.96% |
$8.7K - $10.6K
|
1.31K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 0.98% |
$8.7K - $10.6K
|
4.04K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 1.2% |
$8.7K - $10.6K
|
3.29K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 2.31% |
$8.7K - $10.6K
|
1.7K
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 0.28% |
$8.91K - $10.9K
|
14.7K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-41- 0.91% |
$8.91K - $10.9K
|
4.48K
$1.16M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 0.99% |
$8.91K - $10.9K
|
4.11K
$1.07M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 0.58% |
$8.91K - $10.9K
|
7.04K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-42- 8.55% |
$9.13K - $11.1K
|
449
$116K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-42- 1.77% |
$9.13K - $11.1K
|
2.33K
$604K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-43- 1.23% |
$9.35K - $11.4K
|
3.46K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-43- 2.74% |
$9.35K - $11.4K
|
1.52K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-44- 0.48% |
$9.57K - $11.6K
|
9.05K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-44- 0.56% |
$9.57K - $11.6K
|
7.85K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-44- 1.35% |
$9.57K - $11.6K
|
3.2K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-44- 1.32% |
$9.57K - $11.6K
|
3.3K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-45- 0.09% |
$9.78K - $11.9K
|
47.8K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-45- 2.91% |
$9.78K - $11.9K
|
1.5K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-46- 1.33% |
$10K - $12.2K
|
3.42K
$886K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-46- 0.31% |
$10K - $12.2K
|
14.6K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-46- 1.05% |
$10K - $12.2K
|
4.36K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-47- 0.57% |
$10.2K - $12.4K
|
8.16K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-47- 1.3% |
$10.2K - $12.4K
|
3.56K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-47- 0.21% |
$10.2K - $12.4K
|
22.8K
$5.9M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-48- 4.92% |
$10.4K - $12.7K
|
927
$240K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-48- 1.04% |
$10.4K - $12.7K
|
4.55K
$1.18M
|