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 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-220- 15.6% |
$47.8K - $58.2K
|
1.19K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-220- 2.75% |
$47.8K - $58.2K
|
7.78K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-221- 6.45% |
$48K - $58.5K
|
3.2K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-221- 0.65% |
$48K - $58.5K
|
33.9K
$9.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-222- 5.61% |
$48.3K - $58.8K
|
3.73K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-222- 4.78% |
$48.3K - $58.8K
|
4.43K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-222- 18.66% |
$48.3K - $58.8K
|
968
$275K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-224- 2.76% |
$48.7K - $59.3K
|
7.89K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-229- 4.15% |
$49.8K - $60.6K
|
5.29K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-229- 19.49% |
$49.8K - $60.6K
|
946
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-230- 13.86% |
$50K - $60.9K
|
1.43K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-230- 12.05% |
$50K - $60.9K
|
1.68K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-234- 2.39% |
$50.9K - $61.9K
|
9.54K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-235- 5.47% |
$51.1K - $62.2K
|
4.06K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-236- 1.99% |
$51.3K - $62.5K
|
11.6K
$3.3M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-236- 7.86% |
$51.3K - $62.5K
|
2.77K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-238- 2.84% |
$51.7K - $63K
|
8.16K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-239- 5.77% |
$52K - $63.3K
|
3.9K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-240- 6.79% |
$52.2K - $63.5K
|
3.3K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-243- 5.12% |
$52.8K - $64.3K
|
4.51K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-244- 1.8% |
$53K - $64.6K
|
13.3K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-244- 13.16% |
$53K - $64.6K
|
1.61K
$457K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-245- 1.71% |
$53.3K - $64.9K
|
14.1K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-247- 1.68% |
$53.7K - $65.4K
|
14.4K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-248- 0.83% |
$53.9K - $65.7K
|
29.5K
$8.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-248- 8.09% |
$53.9K - $65.7K
|
2.82K
$799K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-248- 7.73% |
$53.9K - $65.7K
|
2.96K
$841K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 8.03% |
$54.4K - $66.2K
|
2.87K
$813K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-250- 1.0% |
$54.4K - $66.2K
|
24.8K
$7.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-250- 1.69% |
$54.4K - $66.2K
|
14.5K
$4.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-250- 1.78% |
$54.4K - $66.2K
|
13.8K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-250- 0.16% |
$54.4K - $66.2K
|
152K
$43.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-253- 2.74% |
$55K - $67K
|
8.97K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-253- 0.77% |
$55K - $67K
|
32.6K
$9.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-254- 1.32% |
$55.2K - $67.2K
|
19K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-254- 13.36% |
$55.2K - $67.2K
|
1.65K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-254- 3.5% |
$55.2K - $67.2K
|
7.01K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-255- 10.66% |
$55.4K - $67.5K
|
2.14K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-260- 4.98% |
$56.5K - $68.8K
|
4.97K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-261- 5.96% |
$56.7K - $69.1K
|
4.12K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-261- 12.6% |
$56.7K - $69.1K
|
1.81K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-263- 8.92% |
$57.2K - $69.6K
|
2.69K
$762K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-264- 2.34% |
$57.4K - $69.9K
|
11K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-265- 1.03% |
$57.6K - $70.2K
|
25.4K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-265- 23.98% |
$57.6K - $70.2K
|
840
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-266- 22.13% |
$57.8K - $70.4K
|
936
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-267- 14.16% |
$58K - $70.7K
|
1.62K
$459K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-269- 2.01% |
$58.5K - $71.2K
|
13.1K
$3.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-271- 1.9% |
$58.9K - $71.7K
|
14K
$3.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-272- 5.67% |
$59.1K - $72K
|
4.53K
$1.29M
|