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 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-2.2K- 3.24% |
$479K - $583K
|
65.8K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.2K- 26.1% |
$479K - $583K
|
6.24K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.2K- 16.24% |
$479K - $583K
|
11.4K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.23K- 20.15% |
$484K - $590K
|
8.82K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 39.13% |
$487K - $593K
|
3.49K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.28K- 34.03% |
$495K - $602K
|
4.41K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.3K- 39.94% |
$500K - $609K
|
3.46K
$982K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.31K- 5.26% |
$501K - $610K
|
41.5K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.31K- 5.92% |
$502K - $611K
|
36.7K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.37K- 10.46% |
$515K - $627K
|
20.3K
$5.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.44K- 61.71% |
$529K - $645K
|
1.51K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.45K- 23.34% |
$532K - $647K
|
8.03K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 37.88% |
$535K - $651K
|
4.04K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-2.49K- 32.71% |
$541K - $659K
|
5.12K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.5K- 23.66% |
$544K - $662K
|
8.07K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.51K- 57.99% |
$547K - $666K
|
1.82K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.52K- 6.38% |
$549K - $668K
|
37K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.53K- 3.13% |
$551K - $671K
|
78.4K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 3.05% |
$558K - $680K
|
81.5K
$23.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 16.16% |
$560K - $682K
|
13.4K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.58K- 7.29% |
$560K - $682K
|
32.8K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.58K- 4.71% |
$561K - $683K
|
52.2K
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.58K- 18.74% |
$561K - $683K
|
11.2K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.61K- 12.23% |
$568K - $691K
|
18.7K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.64K- 5.08% |
$574K - $699K
|
49.4K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.66K- 3.05% |
$577K - $703K
|
84.5K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.7K- 11.26% |
$588K - $716K
|
21.3K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.75K- 5.05% |
$597K - $727K
|
51.6K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2.76K- 30.54% |
$599K - $729K
|
6.27K
$1.78M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2.76K- 30.54% |
$599K - $729K
|
6.27K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.8K- 15.56% |
$608K - $741K
|
15.2K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.8K- 10.9% |
$609K - $741K
|
22.9K
$6.5M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.8K- 20.0% |
$609K - $741K
|
11.2K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2.83K- 4.74% |
$616K - $750K
|
57K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.87K- 3.87% |
$623K - $758K
|
71.2K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-2.91K- 35.58% |
$632K - $770K
|
5.26K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.96K- 7.96% |
$643K - $783K
|
34.2K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.96K- 2.68% |
$644K - $785K
|
107K
$30.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 51.27% |
$646K - $786K
|
2.82K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.99K- 15.81% |
$649K - $790K
|
15.9K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.02K- 14.0% |
$655K - $798K
|
18.5K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.07K- 75.87% |
$666K - $811K
|
975
$277K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3.07K- 11.33% |
$668K - $813K
|
24K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.12K- 4.6% |
$678K - $826K
|
64.6K
$18.3M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.16K- 7.81% |
$686K - $836K
|
37.3K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.22K- 0.56% |
$699K - $851K
|
571K
$162M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.24K- 2.93% |
$704K - $858K
|
107K
$30.5M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.28K- 9.73% |
$714K - $869K
|
30.5K
$8.65M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.29K- 8.58% |
$715K - $871K
|
35.1K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.29KClosed |
$715K - $871K
|
0
$0
|