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 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-11.5K- 50.9% |
$2.5M - $3.04M
|
11.1K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.5K- 2.07% |
$2.5M - $3.05M
|
546K
$142M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 5.87% |
$2.54M - $3.1M
|
188K
$48.6M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-11.8K- 19.42% |
$2.57M - $3.13M
|
49.1K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 41.91% |
$2.64M - $3.21M
|
16.8K
$4.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-12.4K- 88.9% |
$2.69M - $3.28M
|
1.55K
$401K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.5K- 70.06% |
$2.72M - $3.32M
|
5.36K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-12.6K- 16.49% |
$2.73M - $3.32M
|
63.6K
$16.5M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-12.8K- 6.87% |
$2.78M - $3.39M
|
174K
$45M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.8K- 23.43% |
$2.78M - $3.39M
|
41.9K
$10.8M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.8K- 23.43% |
$2.78M - $3.39M
|
41.9K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-12.9K- 21.06% |
$2.8M - $3.41M
|
48.3K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12.9K- 44.18% |
$2.81M - $3.42M
|
16.3K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13.4K- 9.32% |
$2.91M - $3.54M
|
130K
$33.7M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-13.6K- 15.52% |
$2.96M - $3.6M
|
74K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-13.7K- 14.16% |
$2.99M - $3.64M
|
83.2K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-13.8K- 13.44% |
$3M - $3.66M
|
89K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13.9K- 44.23% |
$3.02M - $3.68M
|
17.5K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-14K- 5.52% |
$3.03M - $3.69M
|
239K
$61.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.5K- 26.11% |
$3.15M - $3.83M
|
41K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 11.95% |
$3.17M - $3.85M
|
107K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.5KClosed |
$3.38M - $4.11M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.5K- 9.09% |
$3.38M - $4.11M
|
155K
$40.2M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15.8K- 76.97% |
$3.44M - $4.19M
|
4.74K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-16.1K- 2.09% |
$3.49M - $4.25M
|
754K
$195M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-16.1K- 80.95% |
$3.5M - $4.26M
|
3.79K
$981K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-16.8K- 16.5% |
$3.64M - $4.44M
|
84.8K
$22M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-17.1K- 14.21% |
$3.71M - $4.52M
|
103K
$26.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17.8K- 4.01% |
$3.86M - $4.7M
|
425K
$110M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-17.8K- 77.45% |
$3.88M - $4.72M
|
5.19K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-17.9K- 25.19% |
$3.88M - $4.73M
|
53K
$13.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-18K- 5.65% |
$3.92M - $4.77M
|
301K
$78M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.4K- 4.23% |
$4.01M - $4.88M
|
418K
$108M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-18.8K- 13.61% |
$4.08M - $4.97M
|
119K
$30.9M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-18.8K- 8.44% |
$4.08M - $4.97M
|
204K
$52.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.7K- 4.83% |
$4.28M - $5.21M
|
388K
$101M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19.8K- 99.6% |
$4.31M - $5.25M
|
80
$20.7K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.9K- 15.35% |
$4.34M - $5.28M
|
110K
$28.5M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-20.1K- 22.19% |
$4.37M - $5.32M
|
70.4K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-20.2K- 85.77% |
$4.39M - $5.35M
|
3.35K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-20.2K- 8.67% |
$4.4M - $5.36M
|
213K
$55.2M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-20.5K- 76.63% |
$4.45M - $5.42M
|
6.24K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.7K- 10.87% |
$4.51M - $5.49M
|
170K
$44.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-21.5K- 44.5% |
$4.67M - $5.69M
|
26.8K
$6.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22K- 1.62% |
$4.78M - $5.82M
|
1.34M
$347M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-22.2K- 2.87% |
$4.82M - $5.87M
|
749K
$194M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-22.2K- 92.85% |
$4.83M - $5.88M
|
1.71K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-22.9K- 46.65% |
$4.99M - $6.07M
|
26.2K
$6.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23K- 18.54% |
$5M - $6.09M
|
101K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-23.1K- 50.9% |
$5.03M - $6.12M
|
22.3K
$5.78M
|