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 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-123- 1.51% |
$26.7K - $32.6K
|
8.01K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-124- 4.05% |
$27K - $32.8K
|
2.94K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-124- 0.21% |
$27K - $32.8K
|
58.5K
$15.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-125- 1.2% |
$27.2K - $33.1K
|
10.3K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-125- 4.99% |
$27.2K - $33.1K
|
2.38K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-125- 1.18% |
$27.2K - $33.1K
|
10.4K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 1.86% |
$27.2K - $33.1K
|
6.59K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-126- 2.84% |
$27.4K - $33.4K
|
4.32K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-126- 5.77% |
$27.4K - $33.4K
|
2.06K
$533K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-127- 3.52% |
$27.6K - $33.6K
|
3.48K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-128- 11.11% |
$27.8K - $33.9K
|
1.02K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-128- 1.65% |
$27.8K - $33.9K
|
7.64K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-130- 3.77% |
$28.3K - $34.4K
|
3.32K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-131- 8.7% |
$28.5K - $34.7K
|
1.38K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-131- 0.57% |
$28.5K - $34.7K
|
22.8K
$5.92M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-132- 13.62% |
$28.7K - $34.9K
|
837
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-133- 9.02% |
$28.9K - $35.2K
|
1.34K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 3.96% |
$28.9K - $35.2K
|
3.22K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-136- 3.48% |
$29.6K - $36K
|
3.77K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-137- 9.72% |
$29.8K - $36.3K
|
1.27K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-138- 11.19% |
$30K - $36.5K
|
1.1K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-139- 2.31% |
$30.2K - $36.8K
|
5.87K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-139- 7.23% |
$30.2K - $36.8K
|
1.78K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-140- 2.75% |
$30.4K - $37.1K
|
4.95K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-142- 32.87% |
$30.9K - $37.6K
|
290
$75.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-142- 4.64% |
$30.9K - $37.6K
|
2.92K
$756K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-142- 2.27% |
$30.9K - $37.6K
|
6.1K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 1.73% |
$31.1K - $37.9K
|
8.13K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-144- 0.61% |
$31.3K - $38.1K
|
23.3K
$6.04M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-144- 2.38% |
$31.3K - $38.1K
|
5.89K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-148- 1.79% |
$32.2K - $39.2K
|
8.1K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 14.06% |
$32.6K - $39.7K
|
917
$238K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-150- 8.81% |
$32.6K - $39.7K
|
1.55K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-150- 12.46% |
$32.6K - $39.7K
|
1.05K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-151- 2.51% |
$32.8K - $40K
|
5.86K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-151- 10.07% |
$32.8K - $40K
|
1.35K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-151- 0.77% |
$32.8K - $40K
|
19.3K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-152- 6.08% |
$33K - $40.2K
|
2.35K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-153- 14.71% |
$33.3K - $40.5K
|
887
$230K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-154- 9.29% |
$33.5K - $40.8K
|
1.5K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-154- 1.64% |
$33.5K - $40.8K
|
9.22K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-155- 2.15% |
$33.7K - $41K
|
7.05K
$1.83M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-155- 1.55% |
$33.7K - $41K
|
9.86K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-156- 1.08% |
$33.9K - $41.3K
|
14.3K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-157- 14.65% |
$34.1K - $41.6K
|
915
$237K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-158- 3.42% |
$34.3K - $41.8K
|
4.47K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-158- 7.31% |
$34.3K - $41.8K
|
2K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-160- 15.28% |
$34.8K - $42.4K
|
887
$230K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-160- 13.49% |
$34.8K - $42.4K
|
1.03K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-162- 1.49% |
$35.2K - $42.9K
|
10.7K
$2.77M
|