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 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-314- 9.11% |
$68.3K - $83.1K
|
3.13K
$811K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-315- 7.45% |
$68.5K - $83.4K
|
3.91K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-315- 3.02% |
$68.5K - $83.4K
|
10.1K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-315- 1.88% |
$68.5K - $83.4K
|
16.4K
$4.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-317- 2.31% |
$68.9K - $83.9K
|
13.4K
$3.47M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-319- 7.08% |
$69.4K - $84.5K
|
4.19K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-320- 14.1% |
$69.6K - $84.7K
|
1.95K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-320- 0.58% |
$69.6K - $84.7K
|
55.1K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-320- 12.84% |
$69.6K - $84.7K
|
2.17K
$563K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-321- 17.51% |
$69.8K - $85K
|
1.51K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-323- 10.14% |
$70.2K - $85.5K
|
2.86K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-324- 12.97% |
$70.4K - $85.8K
|
2.17K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-327- 0.36% |
$71.1K - $86.6K
|
90.9K
$23.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-329- 0.8% |
$71.5K - $87.1K
|
41K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-333- 20.33% |
$72.4K - $88.2K
|
1.31K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-336- 20.9% |
$73K - $89K
|
1.27K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-336- 4.63% |
$73K - $89K
|
6.93K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-338- 21.68% |
$73.5K - $89.5K
|
1.22K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-340- 0.51% |
$73.9K - $90K
|
66.3K
$17.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-342- 8.23% |
$74.4K - $90.5K
|
3.82K
$988K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-342- 17.93% |
$74.4K - $90.5K
|
1.57K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-344- 2.74% |
$74.8K - $91.1K
|
12.2K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-348- 3.72% |
$75.7K - $92.1K
|
9.01K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-349- 7.82% |
$75.9K - $92.4K
|
4.12K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-357- 1.91% |
$77.6K - $94.5K
|
18.3K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-359- 6.07% |
$78K - $95K
|
5.56K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-361- 14.21% |
$78.5K - $95.6K
|
2.18K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-361- 1.5% |
$78.5K - $95.6K
|
23.8K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-361- 57.58% |
$78.5K - $95.6K
|
266
$68.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-362- 4.11% |
$78.7K - $95.8K
|
8.46K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-362- 8.11% |
$78.7K - $95.8K
|
4.1K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-366- 22.58% |
$79.6K - $96.9K
|
1.26K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-367- 9.32% |
$79.8K - $97.2K
|
3.57K
$925K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 26.93% |
$80.2K - $97.7K
|
1K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-369- 20.26% |
$80.2K - $97.7K
|
1.45K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-370- 1.66% |
$80.4K - $98K
|
21.9K
$5.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-373- 7.46% |
$81.1K - $98.7K
|
4.63K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-373- 3.61% |
$81.1K - $98.7K
|
9.95K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-376- 2.68% |
$81.7K - $99.5K
|
13.7K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-378- 1.05% |
$82.2K - $100K
|
35.5K
$9.2M
|
|
|
Aug 27, 2025
Q1 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-378- 3.64% |
$82.2K - $100K
|
10K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-379- 2.46% |
$82.4K - $100K
|
15K
$3.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-380- 13.19% |
$82.6K - $101K
|
2.5K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.91% |
$82.8K - $101K
|
19.6K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-383- 15.2% |
$83.3K - $101K
|
2.14K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 2.64% |
$83.3K - $101K
|
14.1K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-384- 4.92% |
$83.5K - $102K
|
7.42K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-388- 20.11% |
$84.4K - $103K
|
1.54K
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-389- 1.39% |
$84.6K - $103K
|
27.7K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-390- 0.31% |
$84.8K - $103K
|
124K
$32.2M
|