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 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-5.14K- 7.51% |
$1.12M - $1.36M
|
63.3K
$18M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.14K- 8.96% |
$1.12M - $1.36M
|
52.3K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-5.21K- 9.13% |
$1.13M - $1.38M
|
51.9K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.37K- 2.3% |
$1.17M - $1.42M
|
228K
$64.8M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.58K- 13.68% |
$1.21M - $1.48M
|
35.2K
$9.99M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5.77K- 1.16% |
$1.25M - $1.53M
|
490K
$139M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-5.79K- 15.88% |
$1.26M - $1.53M
|
30.7K
$8.7M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.84K- 66.19% |
$1.27M - $1.55M
|
2.98K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.9K- 22.24% |
$1.28M - $1.56M
|
20.6K
$5.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6K- 3.14% |
$1.3M - $1.59M
|
185K
$52.5M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-6K- 13.02% |
$1.3M - $1.59M
|
40.1K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.06K- 1.94% |
$1.32M - $1.61M
|
307K
$87M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-6.06K- 20.15% |
$1.32M - $1.61M
|
24K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-6.07K- 10.71% |
$1.32M - $1.61M
|
50.6K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6.09K- 4.96% |
$1.32M - $1.61M
|
117K
$33.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-6.19K- 18.03% |
$1.35M - $1.64M
|
28.2K
$7.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.3K- 17.74% |
$1.37M - $1.67M
|
29.2K
$8.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-6.32K- 13.66% |
$1.37M - $1.67M
|
39.9K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.4K- 1.92% |
$1.39M - $1.69M
|
326K
$92.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-6.43K- 15.55% |
$1.4M - $1.7M
|
34.9K
$9.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6.45K- 49.86% |
$1.4M - $1.71M
|
6.49K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-6.5K- 52.18% |
$1.41M - $1.72M
|
5.95K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-6.51K- 16.22% |
$1.41M - $1.72M
|
33.6K
$9.54M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.55K- 13.25% |
$1.42M - $1.73M
|
42.9K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.59K- 52.88% |
$1.43M - $1.74M
|
5.87K
$1.67M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.75K- 33.62% |
$1.47M - $1.79M
|
13.3K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-6.77K- 12.87% |
$1.47M - $1.79M
|
45.9K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-7K- 65.04% |
$1.52M - $1.85M
|
3.76K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-7.03K- 17.47% |
$1.53M - $1.86M
|
33.2K
$9.42M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.1K- 52.35% |
$1.54M - $1.88M
|
6.46K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.1K- 76.34% |
$1.54M - $1.88M
|
2.2K
$624K
|
|
|
May 09, 2025
Q1 2025
|
Park Circle CO
|
SELL
|
- |
-7.1K- 50.0% |
$1.54M - $1.88M
|
7.1K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.24K- 27.4% |
$1.57M - $1.92M
|
19.2K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.37K- 5.35% |
$1.6M - $1.95M
|
130K
$37M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7.41K- 41.98% |
$1.61M - $1.96M
|
10.2K
$2.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-7.44K- 6.63% |
$1.62M - $1.97M
|
105K
$29.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-7.54K- 16.67% |
$1.64M - $2M
|
37.7K
$10.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.55K- 2.69% |
$1.64M - $2M
|
273K
$77.4M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.58K- 2.49% |
$1.65M - $2.01M
|
297K
$84.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.58K- 73.81% |
$1.65M - $2.01M
|
2.69K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.74K- 15.47% |
$1.68M - $2.05M
|
42.3K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-7.86K- 2.72% |
$1.71M - $2.08M
|
281K
$79.8M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-7.97K- 31.47% |
$1.73M - $2.11M
|
17.4K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.98K- 79.66% |
$1.73M - $2.11M
|
2.04K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-8.3K- 74.45% |
$1.8M - $2.2M
|
2.85K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-8.57K- 12.85% |
$1.86M - $2.27M
|
58.1K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.62K- 17.84% |
$1.87M - $2.28M
|
39.7K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-8.63K- 65.26% |
$1.88M - $2.29M
|
4.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-8.72K- 21.45% |
$1.9M - $2.31M
|
31.9K
$9.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.8K- 4.22% |
$1.91M - $2.33M
|
200K
$56.7M
|