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 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-139- 2.31% |
$30.2K - $36.8K
|
5.87K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-139- 7.23% |
$30.2K - $36.8K
|
1.78K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-140- 2.75% |
$30.4K - $37.1K
|
4.95K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-142- 32.87% |
$30.9K - $37.6K
|
290
$82.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-142- 4.64% |
$30.9K - $37.6K
|
2.92K
$828K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-142- 2.27% |
$30.9K - $37.6K
|
6.1K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 1.73% |
$31.1K - $37.9K
|
8.13K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-144- 0.61% |
$31.3K - $38.1K
|
23.3K
$6.61M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-144- 2.38% |
$31.3K - $38.1K
|
5.89K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-148- 1.79% |
$32.2K - $39.2K
|
8.1K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 14.06% |
$32.6K - $39.7K
|
917
$260K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-150- 8.81% |
$32.6K - $39.7K
|
1.55K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-150- 12.46% |
$32.6K - $39.7K
|
1.05K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-151- 2.51% |
$32.8K - $40K
|
5.86K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-151- 10.07% |
$32.8K - $40K
|
1.35K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-151- 0.77% |
$32.8K - $40K
|
19.3K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-152- 6.08% |
$33K - $40.2K
|
2.35K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-153- 14.71% |
$33.3K - $40.5K
|
887
$252K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-154- 9.29% |
$33.5K - $40.8K
|
1.5K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-154- 1.64% |
$33.5K - $40.8K
|
9.22K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-155- 2.15% |
$33.7K - $41K
|
7.05K
$2M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-155- 1.55% |
$33.7K - $41K
|
9.86K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-156- 1.08% |
$33.9K - $41.3K
|
14.3K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-157- 14.65% |
$34.1K - $41.6K
|
915
$260K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-158- 3.42% |
$34.3K - $41.8K
|
4.47K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-158- 7.31% |
$34.3K - $41.8K
|
2K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-160- 15.28% |
$34.8K - $42.4K
|
887
$252K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-160- 13.49% |
$34.8K - $42.4K
|
1.03K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-162- 1.49% |
$35.2K - $42.9K
|
10.7K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-162- 0.58% |
$35.2K - $42.9K
|
28K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-163- 5.91% |
$35.4K - $43.2K
|
2.6K
$736K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-163- 2.28% |
$35.4K - $43.2K
|
7K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-163- 2.18% |
$35.4K - $43.2K
|
7.32K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-163- 3.75% |
$35.4K - $43.2K
|
4.19K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-165- 4.4% |
$35.9K - $43.7K
|
3.58K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-165- 4.38% |
$35.9K - $43.7K
|
3.6K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-165- 2.47% |
$35.9K - $43.7K
|
6.51K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-168- 2.92% |
$36.5K - $44.5K
|
5.59K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-171- 12.15% |
$37.2K - $45.3K
|
1.24K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-171- 7.77% |
$37.2K - $45.3K
|
2.03K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-173- 4.03% |
$37.6K - $45.8K
|
4.12K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-174- 1.79% |
$37.8K - $46.1K
|
9.52K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-175- 1.58% |
$38K - $46.3K
|
10.9K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-175- 4.22% |
$38K - $46.3K
|
3.97K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-177- 0.36% |
$38.5K - $46.9K
|
49.4K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-177- 27.11% |
$38.5K - $46.9K
|
476
$135K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-178- 1.91% |
$38.7K - $47.1K
|
9.15K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-178- 15.85% |
$38.7K - $47.1K
|
945
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-179- 2.49% |
$38.9K - $47.4K
|
7.02K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-179- 20.69% |
$38.9K - $47.4K
|
686
$195K
|