Purchases and Sales Made in Q2 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
473+ 1.82% |
$105K - $139K
|
26.4K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
473New |
$105K - $139K
|
473
$123K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
468+ 4.51% |
$103K - $138K
|
10.8K
$2.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
467+ 22.93% |
$103K - $138K
|
2.5K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
462+ 4.76% |
$102K - $136K
|
10.2K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
461+ 58.88% |
$102K - $136K
|
1.24K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
461+ 17.15% |
$102K - $136K
|
3.15K
$816K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
460+ 1.52% |
$102K - $136K
|
30.6K
$7.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
452+ 45200.0% |
$99.9K - $133K
|
453
$117K
|
|
|
Jul 18, 2025
Q2 2025
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
450New |
$99.5K - $133K
|
450
$117K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
445+ 0.91% |
$98.4K - $131K
|
49.2K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
440+ 8.84% |
$97.3K - $130K
|
5.42K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
439+ 2.44% |
$97K - $129K
|
18.5K
$4.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
437+ 17.47% |
$96.6K - $129K
|
2.94K
$761K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
431+ 7.7% |
$95.3K - $127K
|
6.03K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
431+ 3.96% |
$95.3K - $127K
|
11.3K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
429+ 7.86% |
$94.8K - $126K
|
5.88K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
427+ 6.12% |
$94.4K - $126K
|
7.4K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
427+ 38.4% |
$94.4K - $126K
|
1.54K
$399K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
426New |
$94.2K - $126K
|
426
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
425+ 52.4% |
$93.9K - $125K
|
1.24K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
425+ 11.2% |
$93.9K - $125K
|
4.22K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
423+ 1.47% |
$93.5K - $125K
|
29.2K
$7.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
420+ 2.64% |
$92.8K - $124K
|
16.3K
$4.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
420+ 2.8% |
$92.8K - $124K
|
15.4K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
417+ 0.89% |
$92.2K - $123K
|
47.3K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
415+ 2.39% |
$91.7K - $122K
|
17.8K
$4.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
413+ 3.03% |
$91.3K - $122K
|
14K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
413+ 49.28% |
$91.3K - $122K
|
1.25K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
410+ 15.59% |
$90.6K - $121K
|
3.04K
$788K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
409+ 0.98% |
$90.4K - $121K
|
42K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
406+ 1.19% |
$89.7K - $120K
|
34.5K
$8.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
400+ 25.06% |
$88.4K - $118K
|
2K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
400New |
$88.4K - $118K
|
400
$104K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
400+ 40.65% |
$88.4K - $118K
|
1.38K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
400+ 1.61% |
$88.4K - $118K
|
25.2K
$6.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
399+ 25.19% |
$88.2K - $118K
|
1.98K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
394+ 0.13% |
$87.1K - $116K
|
312K
$80.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
394+ 23.4% |
$87.1K - $116K
|
2.08K
$538K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
393+ 3.46% |
$86.9K - $116K
|
11.7K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
393+ 2.81% |
$86.9K - $116K
|
14.4K
$3.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
391+ 3.7% |
$86.4K - $115K
|
10.9K
$2.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
390+ 9.35% |
$86.2K - $115K
|
4.56K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
390+ 0.7% |
$86.2K - $115K
|
56.3K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
389+ 2.79% |
$86K - $115K
|
14.3K
$3.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
389+ 21.36% |
$86K - $115K
|
2.21K
$573K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
388+ 13.64% |
$85.8K - $114K
|
3.23K
$838K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
388+ 1.39% |
$85.8K - $114K
|
28.3K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
387+ 1.7% |
$85.5K - $114K
|
23.1K
$5.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
380+ 273.38% |
$84K - $112K
|
519
$134K
|