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 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.5% |
$2.39K - $2.91K
|
2.2K
$525K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10+ 1.76% |
$2.17K - $2.65K
|
577
$138K
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.54% |
$2.17K - $2.65K
|
1.87K
$447K
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
10+ 0.08% |
$2.17K - $2.65K
|
12.4K
$2.96M
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10+ 0.48% |
$2.17K - $2.65K
|
2.11K
$503K
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
BUY
|
- |
10+ 0.18% |
$2.17K - $2.65K
|
5.66K
$1.35M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 0.8% |
$2.17K - $2.65K
|
1.26K
$300K
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9+ 0.53% |
$1.96K - $2.38K
|
1.72K
$410K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9+ 900.0% |
$1.96K - $2.38K
|
10
$2.39K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.96K - $2.38K
|
5.33K
$1.27M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.96K - $2.38K
|
3.14K
$750K
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
8+ 0.43% |
$1.74K - $2.12K
|
1.87K
$446K
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.74K - $2.12K
|
1.66K
$395K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.11% |
$1.74K - $2.12K
|
7.01K
$1.67M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.19% |
$1.74K - $2.12K
|
4.24K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.52K - $1.85K
|
1.08K
$259K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7+ 0.05% |
$1.52K - $1.85K
|
12.9K
$3.08M
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.62% |
$1.3K - $1.59K
|
970
$232K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 2.02% |
$1.09K - $1.32K
|
253
$60.4K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.12% |
$870 - $1.06K
|
3.3K
$789K
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.31% |
$870 - $1.06K
|
1.28K
$305K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$652 - $794
|
432
$103K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.04% |
$652 - $794
|
8.55K
$2.04M
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.21% |
$652 - $794
|
1.44K
$344K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.38% |
$652 - $794
|
783
$187K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$652 - $794
|
436
$104K
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.28% |
$652 - $794
|
1.09K
$261K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.08% |
$652 - $794
|
3.7K
$882K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.4K
$573K
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$435 - $529
|
4.07K
$972K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
2+ 0.29% |
$435 - $529
|
702
$168K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.92% |
$435 - $529
|
219
$52.3K
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2+ 0.17% |
$435 - $529
|
1.16K
$278K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.08% |
$435 - $529
|
2.44K
$582K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$217 - $265
|
6.79K
$1.62M
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$217 - $265
|
4.21K
$1.01M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$217 - $265
|
492
$117K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.56K
$610K
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.07% |
$217 - $265
|
1.51K
$361K
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$217 - $265
|
2.32K
$553K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$217 - $265
|
1.18K
$281K
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$217 - $265
|
5.85K
$1.4M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-4- 2.15% |
$870 - $1.06K
|
182
$43.5K
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-4- 0.11% |
$870 - $1.06K
|
3.58K
$855K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 26.32% |
$1.09K - $1.32K
|
14
$3.34K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-5- 0.05% |
$1.09K - $1.32K
|
10.6K
$2.53M
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-5- 0.33% |
$1.09K - $1.32K
|
1.53K
$364K
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5- 0.16% |
$1.09K - $1.32K
|
3.04K
$726K
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6- 0.11% |
$1.3K - $1.59K
|
5.3K
$1.27M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.17% |
$1.3K - $1.59K
|
3.6K
$859K
|