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 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-490- 6.66% |
$107K - $130K
|
6.87K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-493- 12.54% |
$107K - $131K
|
3.44K
$891K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-493- 16.09% |
$107K - $131K
|
2.57K
$666K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-494- 36.14% |
$107K - $131K
|
873
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-495- 25.82% |
$108K - $131K
|
1.42K
$368K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-495- 7.75% |
$108K - $131K
|
5.9K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-496- 19.47% |
$108K - $131K
|
2.05K
$532K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-497- 8.58% |
$108K - $132K
|
5.3K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-500- 4.2% |
$109K - $132K
|
11.4K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-500- 4.84% |
$109K - $132K
|
9.83K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-500- 5.08% |
$109K - $132K
|
9.34K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 45.45% |
$109K - $132K
|
600
$155K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-500- 19.33% |
$109K - $132K
|
2.09K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-506- 5.45% |
$110K - $134K
|
8.77K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-509- 1.21% |
$111K - $135K
|
41.6K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-510- 13.36% |
$111K - $135K
|
3.31K
$857K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-516- 0.04% |
$112K - $137K
|
1.18M
$306M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-519- 33.31% |
$113K - $137K
|
1.04K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-519- 24.81% |
$113K - $137K
|
1.57K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-522- 3.21% |
$113K - $138K
|
15.8K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-523- 13.8% |
$114K - $138K
|
3.27K
$846K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-525- 3.56% |
$114K - $139K
|
14.2K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-525- 4.07% |
$114K - $139K
|
12.4K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-529- 33.42% |
$115K - $140K
|
1.05K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-531- 1.08% |
$115K - $141K
|
48.8K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-535- 18.12% |
$116K - $142K
|
2.42K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-541- 6.26% |
$118K - $143K
|
8.1K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-544- 5.35% |
$118K - $144K
|
9.62K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-546- 2.3% |
$119K - $145K
|
23.2K
$6.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-550- 13.07% |
$120K - $146K
|
3.66K
$948K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-550- 4.94% |
$120K - $146K
|
10.6K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-553- 58.03% |
$120K - $146K
|
400
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-554- 1.72% |
$120K - $147K
|
31.7K
$8.22M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-556- 0.27% |
$121K - $147K
|
203K
$52.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-558- 0.36% |
$121K - $148K
|
154K
$39.9M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-558- 10.15% |
$121K - $148K
|
4.94K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-562- 10.29% |
$122K - $149K
|
4.9K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-575- 31.86% |
$125K - $152K
|
1.23K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-575- 10.75% |
$125K - $152K
|
4.78K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-577- 4.78% |
$125K - $153K
|
11.5K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-581- 3.35% |
$126K - $154K
|
16.8K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-581- 1.29% |
$126K - $154K
|
44.6K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-583- 2.8% |
$127K - $154K
|
20.2K
$5.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-585- 3.58% |
$127K - $155K
|
15.8K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-587- 30.38% |
$128K - $155K
|
1.35K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-593- 14.19% |
$129K - $157K
|
3.59K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-593- 15.14% |
$129K - $157K
|
3.32K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-596- 17.8% |
$130K - $158K
|
2.75K
$713K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-596- 2.31% |
$130K - $158K
|
25.2K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-597- 4.32% |
$130K - $158K
|
13.2K
$3.43M
|