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 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-273- 14.15% |
$59.4K - $72.3K
|
1.66K
$470K
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-275- 3.86% |
$59.8K - $72.8K
|
6.84K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-275- 5.22% |
$59.8K - $72.8K
|
5K
$1.42M
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-276- 5.11% |
$60K - $73.1K
|
5.13K
$1.46M
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-276- 12.99% |
$60K - $73.1K
|
1.85K
$525K
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-278- 0.42% |
$60.4K - $73.6K
|
66.5K
$18.9M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-280- 8.73% |
$60.9K - $74.1K
|
2.93K
$831K
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-282- 2.35% |
$61.3K - $74.7K
|
11.7K
$3.32M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-285- 4.88% |
$62K - $75.5K
|
5.56K
$1.58M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-288- 0.9% |
$62.6K - $76.2K
|
31.6K
$8.96M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-289- 0.98% |
$62.8K - $76.5K
|
29.3K
$8.32M
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-290- 5.01% |
$63K - $76.8K
|
5.5K
$1.56M
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-290- 59.18% |
$63K - $76.8K
|
200
$56.8K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-290- 4.58% |
$63K - $76.8K
|
6.04K
$1.71M
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-291- 2.6% |
$63.3K - $77K
|
10.9K
$3.09M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-293- 1.51% |
$63.7K - $77.6K
|
19.1K
$5.43M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-294- 10.66% |
$63.9K - $77.8K
|
2.47K
$700K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-295- 61.84% |
$64.1K - $78.1K
|
182
$51.6K
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-300- 7.77% |
$65.2K - $79.4K
|
3.56K
$1.01M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-300- 13.27% |
$65.2K - $79.4K
|
1.96K
$557K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 14.13% |
$65.2K - $79.4K
|
1.82K
$517K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-300- 17.43% |
$65.2K - $79.4K
|
1.42K
$403K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-303- 2.24% |
$65.9K - $80.2K
|
13.2K
$3.75M
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-304- 4.23% |
$66.1K - $80.5K
|
6.89K
$1.95M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-304- 2.02% |
$66.1K - $80.5K
|
14.8K
$4.19M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-308- 8.13% |
$67K - $81.5K
|
3.48K
$988K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-308- 15.01% |
$67K - $81.5K
|
1.74K
$495K
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-309- 19.56% |
$67.2K - $81.8K
|
1.27K
$361K
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-314- 9.11% |
$68.3K - $83.1K
|
3.13K
$889K
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-315- 7.45% |
$68.5K - $83.4K
|
3.91K
$1.11M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-315- 3.02% |
$68.5K - $83.4K
|
10.1K
$2.87M
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-315- 1.88% |
$68.5K - $83.4K
|
16.4K
$4.66M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-317- 2.31% |
$68.9K - $83.9K
|
13.4K
$3.8M
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-319- 7.08% |
$69.4K - $84.5K
|
4.19K
$1.19M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-320- 14.1% |
$69.6K - $84.7K
|
1.95K
$553K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-320- 0.58% |
$69.6K - $84.7K
|
55.1K
$15.6M
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-320- 12.84% |
$69.6K - $84.7K
|
2.17K
$617K
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-321- 17.51% |
$69.8K - $85K
|
1.51K
$429K
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-323- 10.14% |
$70.2K - $85.5K
|
2.86K
$812K
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-324- 12.97% |
$70.4K - $85.8K
|
2.17K
$617K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-327- 0.36% |
$71.1K - $86.6K
|
90.9K
$25.8M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-329- 0.8% |
$71.5K - $87.1K
|
41K
$11.6M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-333- 20.33% |
$72.4K - $88.2K
|
1.31K
$370K
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-336- 20.9% |
$73K - $89K
|
1.27K
$361K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-336- 4.63% |
$73K - $89K
|
6.93K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-338- 21.68% |
$73.5K - $89.5K
|
1.22K
$347K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-340- 0.51% |
$73.9K - $90K
|
66.3K
$18.8M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-342- 8.23% |
$74.4K - $90.5K
|
3.82K
$1.08M
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-342- 17.93% |
$74.4K - $90.5K
|
1.57K
$444K
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-344- 2.74% |
$74.8K - $91.1K
|
12.2K
$3.47M
|