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 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
57+ 2.37% |
$12.4K - $15.1K
|
2.47K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
54+ 1.41% |
$11.7K - $14.3K
|
3.88K
$926K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
53+ 2.58% |
$11.5K - $14K
|
2.11K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.37% |
$11.3K - $13.8K
|
14.2K
$3.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 5.49% |
$10.9K - $13.2K
|
960
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.61% |
$10.9K - $13.2K
|
8.26K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
45+ 4.7% |
$9.78K - $11.9K
|
1K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
45+ 0.22% |
$9.78K - $11.9K
|
20.5K
$4.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
43+ 0.11% |
$9.35K - $11.4K
|
38.7K
$9.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
43+ 0.59% |
$9.35K - $11.4K
|
7.35K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42+ 0.88% |
$9.13K - $11.1K
|
4.81K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 0.6% |
$8.91K - $10.9K
|
6.86K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
38+ 0.39% |
$8.26K - $10.1K
|
9.9K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
37+ 1.31% |
$8.04K - $9.8K
|
2.87K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36+ 0.62% |
$7.83K - $9.53K
|
5.83K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.25% |
$7.61K - $9.27K
|
14.1K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
35+ 3.45% |
$7.61K - $9.27K
|
1.05K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
34+ 2.02% |
$7.39K - $9K
|
1.72K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
31+ 0.44% |
$6.74K - $8.21K
|
7.16K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 1.04% |
$6.52K - $7.94K
|
2.92K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30+ 2.29% |
$6.52K - $7.94K
|
1.34K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 93.55% |
$6.3K - $7.68K
|
60
$14.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29+ 1.99% |
$6.3K - $7.68K
|
1.49K
$355K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
29+ 0.25% |
$6.3K - $7.68K
|
11.8K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
29+ 1.53% |
$6.3K - $7.68K
|
1.92K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 1.38% |
$6.3K - $7.68K
|
2.13K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
28+ 2.18% |
$6.09K - $7.41K
|
1.31K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.8% |
$5.87K - $7.15K
|
3.38K
$808K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$5.87K - $7.15K
|
21.7K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
23New |
$5K - $6.09K
|
23
$5.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22+ 1.94% |
$4.78K - $5.82K
|
1.16K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 2.22% |
$4.57K - $5.56K
|
966
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 1.41% |
$4.35K - $5.29K
|
1.44K
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.15% |
$4.35K - $5.29K
|
1.76K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.18% |
$4.13K - $5.03K
|
10.3K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
19+ 0.47% |
$4.13K - $5.03K
|
4.08K
$975K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
19+ 0.04% |
$4.13K - $5.03K
|
53.3K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.75% |
$3.7K - $4.5K
|
2.29K
$548K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
16+ 0.4% |
$3.48K - $4.24K
|
4K
$955K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
15+ 0.9% |
$3.26K - $3.97K
|
1.69K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15+ 1.26% |
$3.26K - $3.97K
|
1.2K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
15+ 1.22% |
$3.26K - $3.97K
|
1.25K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 0.77% |
$3.04K - $3.71K
|
1.83K
$437K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 2.08% |
$3.04K - $3.71K
|
688
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
13+ 0.92% |
$2.83K - $3.44K
|
1.42K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.59% |
$2.83K - $3.44K
|
2.21K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 56.52% |
$2.83K - $3.44K
|
36
$8.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.26% |
$2.61K - $3.18K
|
4.68K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 7.45% |
$2.61K - $3.18K
|
173
$41.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.25% |
$2.39K - $2.91K
|
4.4K
$1.05M
|