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 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-531- 1.08% |
$115K - $141K
|
48.8K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-535- 18.12% |
$116K - $142K
|
2.42K
$686K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-541- 6.26% |
$118K - $143K
|
8.1K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-544- 5.35% |
$118K - $144K
|
9.62K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-546- 2.3% |
$119K - $145K
|
23.2K
$6.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-550- 13.07% |
$120K - $146K
|
3.66K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-550- 4.94% |
$120K - $146K
|
10.6K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-553- 58.03% |
$120K - $146K
|
400
$114K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-554- 1.72% |
$120K - $147K
|
31.7K
$9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-556- 0.27% |
$121K - $147K
|
203K
$57.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-558- 0.36% |
$121K - $148K
|
154K
$43.7M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-558- 10.15% |
$121K - $148K
|
4.94K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-562- 10.29% |
$122K - $149K
|
4.9K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-575- 31.86% |
$125K - $152K
|
1.23K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-575- 10.75% |
$125K - $152K
|
4.78K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-577- 4.78% |
$125K - $153K
|
11.5K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-581- 3.35% |
$126K - $154K
|
16.8K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-581- 1.29% |
$126K - $154K
|
44.6K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-583- 2.8% |
$127K - $154K
|
20.2K
$5.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-585- 3.58% |
$127K - $155K
|
15.8K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-587- 30.38% |
$128K - $155K
|
1.35K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-593- 14.19% |
$129K - $157K
|
3.59K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-593- 15.14% |
$129K - $157K
|
3.32K
$943K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-596- 17.8% |
$130K - $158K
|
2.75K
$781K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-596- 2.31% |
$130K - $158K
|
25.2K
$7.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-597- 4.32% |
$130K - $158K
|
13.2K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-597- 6.09% |
$130K - $158K
|
9.21K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-599- 3.5% |
$130K - $159K
|
16.5K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-601- 2.88% |
$131K - $159K
|
20.3K
$5.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-605- 0.73% |
$132K - $160K
|
82.2K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-606- 1.94% |
$132K - $160K
|
30.6K
$8.68M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-610- 4.03% |
$133K - $161K
|
14.5K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-611- 30.35% |
$133K - $162K
|
1.4K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-613- 2.54% |
$133K - $162K
|
23.5K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-616- 4.56% |
$134K - $163K
|
12.9K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-620- 14.09% |
$135K - $164K
|
3.78K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-621- 0.85% |
$135K - $164K
|
72.5K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-622- 1.6% |
$135K - $165K
|
38.1K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-635- 41.4% |
$138K - $168K
|
899
$255K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-639- 13.89% |
$139K - $169K
|
3.96K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-642- 10.03% |
$140K - $170K
|
5.76K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-642- 1.01% |
$140K - $170K
|
62.7K
$17.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-646- 11.46% |
$140K - $171K
|
4.99K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-647- 43.89% |
$141K - $171K
|
827
$235K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-649- 2.59% |
$141K - $172K
|
24.4K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-649- 20.06% |
$141K - $172K
|
2.59K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-651- 16.98% |
$142K - $172K
|
3.18K
$903K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-655- 17.93% |
$142K - $173K
|
3K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-657- 2.68% |
$143K - $174K
|
23.8K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-660- 10.81% |
$143K - $175K
|
5.45K
$1.55M
|