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
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-942- 4.62% |
$205K - $249K
|
19.5K
$5.96M
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-950Closed |
$207K - $252K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-962- 23.22% |
$209K - $255K
|
3.18K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-965- 0.55% |
$210K - $255K
|
176K
$53.8M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-969- 15.48% |
$211K - $257K
|
5.29K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-969- 3.86% |
$211K - $257K
|
24.1K
$7.39M
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-975- 22.88% |
$212K - $258K
|
3.29K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-985- 13.13% |
$214K - $261K
|
6.52K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-995- 4.44% |
$216K - $263K
|
21.4K
$6.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-999- 2.07% |
$217K - $264K
|
47.3K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-1K- 26.8% |
$217K - $265K
|
2.73K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1K- 28.64% |
$218K - $266K
|
2.5K
$767K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.01K- 41.0% |
$218K - $266K
|
1.45K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.02K- 32.4% |
$221K - $269K
|
2.12K
$650K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.04K- 10.23% |
$225K - $274K
|
9.09K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.04K- 1.34% |
$226K - $275K
|
76.5K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.04K- 3.51% |
$226K - $275K
|
28.6K
$8.75M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.04K- 21.71% |
$226K - $276K
|
3.75K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.05K- 0.23% |
$228K - $278K
|
448K
$137M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.06K- 3.38% |
$229K - $279K
|
30.2K
$9.24M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.07K- 29.34% |
$232K - $283K
|
2.57K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 49.8% |
$238K - $290K
|
1.11K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.1K- 24.2% |
$239K - $291K
|
3.45K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.1K- 4.98% |
$240K - $292K
|
21K
$6.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.14K- 2.73% |
$247K - $301K
|
40.5K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.14K- 4.72% |
$247K - $301K
|
22.9K
$7.02M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.14K- 10.41% |
$247K - $301K
|
9.8K
$3M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.15K- 21.7% |
$250K - $304K
|
4.15K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.16K- 2.93% |
$253K - $308K
|
38.5K
$11.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.17K- 31.71% |
$255K - $311K
|
2.53K
$774K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.17K- 17.57% |
$255K - $311K
|
5.5K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 6.36% |
$256K - $312K
|
17.4K
$5.32M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.19K- 0.45% |
$258K - $315K
|
263K
$80.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 6.78% |
$259K - $315K
|
16.4K
$5.02M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 1.06% |
$259K - $315K
|
111K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.19K- 13.76% |
$259K - $315K
|
7.46K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.21K- 3.22% |
$262K - $319K
|
36.2K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.22K- 4.49% |
$265K - $322K
|
25.9K
$7.93M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.22K- 2.13% |
$265K - $323K
|
55.9K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 7.28% |
$266K - $324K
|
15.6K
$4.78M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.23K- 2.37% |
$267K - $325K
|
50.5K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.7% |
$267K - $325K
|
8.44K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 15.83% |
$267K - $325K
|
6.54K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.24K- 27.54% |
$270K - $329K
|
3.27K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.24K- 1.89% |
$270K - $329K
|
64.5K
$19.8M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 21.99% |
$271K - $330K
|
4.42K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.25K- 1.9% |
$272K - $331K
|
64.5K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.25K- 3.08% |
$272K - $332K
|
39.4K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.26K- 6.02% |
$274K - $334K
|
19.7K
$6.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 7.47% |
$274K - $334K
|
15.6K
$4.79M
|