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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-102- 2.87% |
$22.2K - $27K
|
3.45K
$978K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-104- 1.92% |
$22.6K - $27.5K
|
5.32K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-105- 3.25% |
$22.8K - $27.8K
|
3.12K
$886K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-108- 0.9% |
$23.5K - $28.6K
|
11.9K
$3.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-108- 7.23% |
$23.5K - $28.6K
|
1.39K
$393K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-109- 1.03% |
$23.7K - $28.9K
|
10.5K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-112- 0.17% |
$24.3K - $29.7K
|
64.5K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-113- 2.82% |
$24.6K - $29.9K
|
3.89K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-113- 0.91% |
$24.6K - $29.9K
|
12.3K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-114- 0.3% |
$24.8K - $30.2K
|
37.9K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-115- 1.31% |
$25K - $30.4K
|
8.68K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-115- 2.44% |
$25K - $30.4K
|
4.6K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-115- 4.08% |
$25K - $30.4K
|
2.71K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-115- 4.39% |
$25K - $30.4K
|
2.51K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-116- 6.41% |
$25.2K - $30.7K
|
1.69K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-116- 0.83% |
$25.2K - $30.7K
|
13.8K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-116- 1.75% |
$25.2K - $30.7K
|
6.5K
$1.85M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-116- 1.39% |
$25.2K - $30.7K
|
8.22K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-117- 2.19% |
$25.4K - $31K
|
5.23K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-117- 3.85% |
$25.4K - $31K
|
2.93K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-118- 4.87% |
$25.7K - $31.2K
|
2.31K
$654K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-118- 8.96% |
$25.7K - $31.2K
|
1.2K
$340K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-119- 0.33% |
$25.9K - $31.5K
|
36K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-119- 1.43% |
$25.9K - $31.5K
|
8.19K
$2.32M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-119- 6.38% |
$25.9K - $31.5K
|
1.75K
$495K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-120- 38.83% |
$26.1K - $31.8K
|
189
$53.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-120- 2.46% |
$26.1K - $31.8K
|
4.76K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-120- 2.84% |
$26.1K - $31.8K
|
4.1K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-122- 2.9% |
$26.5K - $32.3K
|
4.09K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-123- 1.51% |
$26.7K - $32.6K
|
8.01K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-124- 4.05% |
$27K - $32.8K
|
2.94K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-124- 0.21% |
$27K - $32.8K
|
58.5K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-125- 1.2% |
$27.2K - $33.1K
|
10.3K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-125- 4.99% |
$27.2K - $33.1K
|
2.38K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-125- 1.18% |
$27.2K - $33.1K
|
10.4K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 1.86% |
$27.2K - $33.1K
|
6.59K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-126- 2.84% |
$27.4K - $33.4K
|
4.32K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-126- 5.77% |
$27.4K - $33.4K
|
2.06K
$584K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-127- 3.52% |
$27.6K - $33.6K
|
3.48K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-128- 11.11% |
$27.8K - $33.9K
|
1.02K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-128- 1.65% |
$27.8K - $33.9K
|
7.64K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-130- 3.77% |
$28.3K - $34.4K
|
3.32K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-131- 8.7% |
$28.5K - $34.7K
|
1.38K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-131- 0.57% |
$28.5K - $34.7K
|
22.8K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-132- 13.62% |
$28.7K - $34.9K
|
837
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-133- 9.02% |
$28.9K - $35.2K
|
1.34K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 3.96% |
$28.9K - $35.2K
|
3.22K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-136- 3.48% |
$29.6K - $36K
|
3.77K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-137- 9.72% |
$29.8K - $36.3K
|
1.27K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-138- 11.19% |
$30K - $36.5K
|
1.1K
$311K
|