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 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 7.28% |
$266K - $324K
|
15.6K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.23K- 2.37% |
$267K - $325K
|
50.5K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.7% |
$267K - $325K
|
8.44K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 15.83% |
$267K - $325K
|
6.54K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.24K- 27.54% |
$270K - $329K
|
3.27K
$928K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.24K- 1.89% |
$270K - $329K
|
64.5K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 21.99% |
$271K - $330K
|
4.42K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.25K- 1.9% |
$272K - $331K
|
64.5K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.25K- 3.08% |
$272K - $332K
|
39.4K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.26K- 6.02% |
$274K - $334K
|
19.7K
$5.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 7.47% |
$274K - $334K
|
15.6K
$4.44M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1.28K- 7.15% |
$277K - $338K
|
16.6K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 14.07% |
$282K - $343K
|
7.92K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.32K- 12.16% |
$287K - $349K
|
9.53K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.33K- 28.35% |
$288K - $351K
|
3.35K
$950K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.33K- 0.64% |
$288K - $351K
|
207K
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.35K- 35.53% |
$293K - $357K
|
2.44K
$694K
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.35K- 3.07% |
$293K - $357K
|
42.6K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.36K- 15.4% |
$296K - $360K
|
7.48K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.39K- 6.96% |
$303K - $369K
|
18.6K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.4K- 12.51% |
$303K - $369K
|
9.76K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.4K- 9.62% |
$304K - $371K
|
13.1K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.4K- 26.24% |
$305K - $371K
|
3.94K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.41K- 3.78% |
$307K - $373K
|
35.9K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.42K- 57.19% |
$309K - $376K
|
1.06K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.43K- 33.33% |
$311K - $378K
|
2.86K
$811K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.44K- 16.92% |
$313K - $381K
|
7.08K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.44K- 9.36% |
$314K - $382K
|
14K
$3.97M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.45K- 9.22% |
$315K - $384K
|
14.3K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.47K- 29.6% |
$318K - $388K
|
3.49K
$989K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.47K- 7.93% |
$319K - $388K
|
17K
$4.83M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.48K- 2.4% |
$321K - $391K
|
60K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 27.02% |
$323K - $393K
|
4.01K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.49K- 42.47% |
$324K - $394K
|
2.02K
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.49K- 0.29% |
$325K - $395K
|
505K
$143M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.5K- 12.05% |
$326K - $397K
|
11K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.51K- 3.08% |
$328K - $400K
|
47.4K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.52K- 20.08% |
$330K - $402K
|
6.05K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.53K- 30.23% |
$332K - $405K
|
3.53K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.55K- 11.71% |
$337K - $410K
|
11.7K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.56K- 8.81% |
$338K - $412K
|
16.1K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.56K- 23.52% |
$339K - $413K
|
5.08K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.59K- 1.58% |
$346K - $421K
|
98.7K
$28M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.59K- 36.6% |
$346K - $422K
|
2.76K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1.6K- 50.03% |
$348K - $424K
|
1.6K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.61K- 8.01% |
$351K - $427K
|
18.5K
$5.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62K- 5.28% |
$352K - $429K
|
29.1K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.62K- 17.22% |
$353K - $429K
|
7.8K
$2.21M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.64K- 6.24% |
$356K - $434K
|
24.6K
$6.98M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.64K- 1.99% |
$357K - $434K
|
80.8K
$22.9M
|