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 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
185+ 3.43% |
$40.2K - $49K
|
5.59K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
185+ 0.36% |
$40.2K - $49K
|
51.6K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
183+ 5.21% |
$39.8K - $48.4K
|
3.7K
$883K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
174+ 0.58% |
$37.8K - $46.1K
|
30.3K
$7.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
173+ 8.25% |
$37.6K - $45.8K
|
2.27K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
166+ 1.78% |
$36.1K - $43.9K
|
9.5K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
163+ 8.22% |
$35.4K - $43.2K
|
2.15K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160+ 0.25% |
$34.8K - $42.4K
|
64.2K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
159+ 4.26% |
$34.6K - $42.1K
|
3.89K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
159+ 13.9% |
$34.6K - $42.1K
|
1.3K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
155+ 12.02% |
$33.7K - $41K
|
1.45K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
150+ 4.55% |
$32.6K - $39.7K
|
3.45K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
149+ 1.53% |
$32.4K - $39.4K
|
9.89K
$2.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
142+ 19.4% |
$30.9K - $37.6K
|
874
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
141+ 6.7% |
$30.7K - $37.3K
|
2.25K
$536K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
138+ 9.79% |
$30K - $36.5K
|
1.55K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
130+ 3.09% |
$28.3K - $34.4K
|
4.34K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
127+ 5.35% |
$27.6K - $33.6K
|
2.5K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124+ 8.06% |
$27K - $32.8K
|
1.66K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
123+ 3.75% |
$26.7K - $32.6K
|
3.4K
$812K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
122+ 6.3% |
$26.5K - $32.3K
|
2.06K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
117+ 4.29% |
$25.4K - $31K
|
2.84K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
115+ 0.53% |
$25K - $30.4K
|
21.7K
$5.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 12.14% |
$25K - $30.4K
|
1.06K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110+ 0.98% |
$23.9K - $29.1K
|
11.3K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
105+ 1.31% |
$22.8K - $27.8K
|
8.15K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
103+ 4.6% |
$22.4K - $27.3K
|
2.34K
$559K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
103+ 6.62% |
$22.4K - $27.3K
|
1.66K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
100+ 3.85% |
$21.7K - $26.5K
|
2.7K
$644K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
97+ 9.55% |
$21.1K - $25.7K
|
1.11K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 6.08% |
$20.9K - $25.4K
|
1.68K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
96+ 6.08% |
$20.9K - $25.4K
|
1.68K
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
95+ 0.66% |
$20.7K - $25.2K
|
14.5K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
88+ 0.99% |
$19.1K - $23.3K
|
8.98K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
87+ 16.57% |
$18.9K - $23K
|
612
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
86+ 0.68% |
$18.7K - $22.8K
|
12.7K
$3.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
79+ 0.98% |
$17.2K - $20.9K
|
8.13K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78+ 2.16% |
$17K - $20.6K
|
3.69K
$881K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76+ 0.79% |
$16.5K - $20.1K
|
9.64K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 2.62% |
$16.3K - $19.9K
|
2.93K
$701K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
75+ 8.12% |
$16.3K - $19.9K
|
999
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.33% |
$15.7K - $19.1K
|
3.16K
$755K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
70+ 0.8% |
$15.2K - $18.5K
|
8.8K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
69+ 0.53% |
$15K - $18.3K
|
13K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
68+ 4.3% |
$14.8K - $18K
|
1.65K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
61+ 1.3% |
$13.3K - $16.1K
|
4.75K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 3.06% |
$13.3K - $16.1K
|
2.05K
$490K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
60+ 2.04% |
$13K - $15.9K
|
3K
$716K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58+ 1.96% |
$12.6K - $15.4K
|
3.02K
$722K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58+ 8.42% |
$12.6K - $15.4K
|
747
$178K
|