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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-581- 3.35% |
$126K - $154K
|
16.8K
$5.13M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-581- 1.29% |
$126K - $154K
|
44.6K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-583- 2.8% |
$127K - $154K
|
20.2K
$6.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-585- 3.58% |
$127K - $155K
|
15.8K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-587- 30.38% |
$128K - $155K
|
1.35K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-593- 14.19% |
$129K - $157K
|
3.59K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-593- 15.14% |
$129K - $157K
|
3.32K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-596- 17.8% |
$130K - $158K
|
2.75K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-596- 2.31% |
$130K - $158K
|
25.2K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-597- 4.32% |
$130K - $158K
|
13.2K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-597- 6.09% |
$130K - $158K
|
9.21K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-599- 3.5% |
$130K - $159K
|
16.5K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-601- 2.88% |
$131K - $159K
|
20.3K
$6.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-605- 0.73% |
$132K - $160K
|
82.2K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-606- 1.94% |
$132K - $160K
|
30.6K
$9.37M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-610- 4.03% |
$133K - $161K
|
14.5K
$4.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-611- 30.35% |
$133K - $162K
|
1.4K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-613- 2.54% |
$133K - $162K
|
23.5K
$7.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-616- 4.56% |
$134K - $163K
|
12.9K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-620- 14.09% |
$135K - $164K
|
3.78K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-621- 0.85% |
$135K - $164K
|
72.5K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-622- 1.6% |
$135K - $165K
|
38.1K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-635- 41.4% |
$138K - $168K
|
899
$275K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-639- 13.89% |
$139K - $169K
|
3.96K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-642- 10.03% |
$140K - $170K
|
5.76K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-642- 1.01% |
$140K - $170K
|
62.7K
$19.2M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-645- 13.0% |
$140K - $171K
|
4.32K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-646- 11.46% |
$140K - $171K
|
4.99K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-647- 43.89% |
$141K - $171K
|
827
$253K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-649- 2.59% |
$141K - $172K
|
24.4K
$7.47M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-649- 20.06% |
$141K - $172K
|
2.59K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-651- 16.98% |
$142K - $172K
|
3.18K
$975K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-655- 17.93% |
$142K - $173K
|
3K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-657- 2.68% |
$143K - $174K
|
23.8K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-660- 10.81% |
$143K - $175K
|
5.45K
$1.67M
|
|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-669- 22.49% |
$145K - $177K
|
2.31K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-677- 5.5% |
$147K - $179K
|
11.6K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-678- 1.64% |
$147K - $179K
|
40.6K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-679- 39.34% |
$148K - $180K
|
1.05K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-689- 6.62% |
$150K - $182K
|
9.71K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-691- 8.31% |
$150K - $183K
|
7.62K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-692- 4.48% |
$150K - $183K
|
14.8K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-692- 1.39% |
$150K - $183K
|
49K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-692- 9.66% |
$150K - $183K
|
6.47K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-695- 3.71% |
$151K - $184K
|
18K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-698- 31.63% |
$152K - $185K
|
1.51K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.59% |
$152K - $185K
|
43.2K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-700- 45.54% |
$152K - $185K
|
837
$256K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-710- 1.24% |
$154K - $188K
|
56.4K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-723- 12.46% |
$157K - $191K
|
5.08K
$1.56M
|