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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-348- 3.72% |
$75.7K - $92.1K
|
9.01K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-349- 7.82% |
$75.9K - $92.4K
|
4.12K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-357- 1.91% |
$77.6K - $94.5K
|
18.3K
$5.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-359- 6.07% |
$78K - $95K
|
5.56K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-361- 14.21% |
$78.5K - $95.6K
|
2.18K
$618K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-361- 1.5% |
$78.5K - $95.6K
|
23.8K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-361- 57.58% |
$78.5K - $95.6K
|
266
$75.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-362- 4.11% |
$78.7K - $95.8K
|
8.46K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-362- 8.11% |
$78.7K - $95.8K
|
4.1K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-366- 22.58% |
$79.6K - $96.9K
|
1.26K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-367- 9.32% |
$79.8K - $97.2K
|
3.57K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 26.93% |
$80.2K - $97.7K
|
1K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-369- 20.26% |
$80.2K - $97.7K
|
1.45K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-370- 1.66% |
$80.4K - $98K
|
21.9K
$6.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-373- 7.46% |
$81.1K - $98.7K
|
4.63K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-373- 3.61% |
$81.1K - $98.7K
|
9.95K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-376- 2.68% |
$81.7K - $99.5K
|
13.7K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-378- 1.05% |
$82.2K - $100K
|
35.5K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-379- 2.46% |
$82.4K - $100K
|
15K
$4.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-380- 13.19% |
$82.6K - $101K
|
2.5K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.91% |
$82.8K - $101K
|
19.6K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-383- 15.2% |
$83.3K - $101K
|
2.14K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 2.64% |
$83.3K - $101K
|
14.1K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-384- 4.92% |
$83.5K - $102K
|
7.42K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-388- 20.11% |
$84.4K - $103K
|
1.54K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-389- 1.39% |
$84.6K - $103K
|
27.7K
$7.86M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-390- 0.31% |
$84.8K - $103K
|
124K
$35.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-392- 22.34% |
$85.2K - $104K
|
1.36K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-393- 6.65% |
$85.4K - $104K
|
5.52K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-396- 16.4% |
$86.1K - $105K
|
2.02K
$573K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-397- 99.0% |
$86.3K - $105K
|
4
$1.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-398- 1.85% |
$86.5K - $105K
|
21.2K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-398- 4.74% |
$86.5K - $105K
|
8K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.68% |
$87K - $106K
|
58.3K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-400- 5.76% |
$87K - $106K
|
6.55K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-400- 44.44% |
$87K - $106K
|
500
$142K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-400- 3.81% |
$87K - $106K
|
10.1K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 5.41% |
$87K - $106K
|
7K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-402- 13.32% |
$87.4K - $106K
|
2.62K
$742K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-404- 0.64% |
$87.8K - $107K
|
62.9K
$17.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-406- 16.41% |
$88.3K - $107K
|
2.07K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-408- 5.13% |
$88.7K - $108K
|
7.54K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-410- 0.9% |
$89.1K - $109K
|
45K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-414- 4.14% |
$90K - $110K
|
9.6K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-416- 3.92% |
$90.4K - $110K
|
10.2K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-417- 0.97% |
$90.7K - $110K
|
42.4K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-420- 4.5% |
$91.3K - $111K
|
8.91K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-420- 25.21% |
$91.3K - $111K
|
1.25K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-421- 14.12% |
$91.5K - $111K
|
2.56K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-422- 19.22% |
$91.7K - $112K
|
1.77K
$503K
|