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 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7+ 0.45% |
$1.55K - $2.06K
|
1.55K
$402K
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.18% |
$1.55K - $2.06K
|
3.83K
$993K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.72% |
$1.55K - $2.06K
|
986
$255K
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7+ 0.36% |
$1.55K - $2.06K
|
1.96K
$508K
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7+ 4.83% |
$1.55K - $2.06K
|
152
$39.4K
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.2% |
$1.55K - $2.06K
|
3.58K
$926K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 0.57% |
$1.55K - $2.06K
|
1.24K
$322K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 19.44% |
$1.55K - $2.06K
|
43
$11.1K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 0.87% |
$1.33K - $1.77K
|
694
$180K
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.35% |
$1.33K - $1.77K
|
1.75K
$452K
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.26% |
$1.33K - $1.77K
|
2.31K
$599K
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6+ 0.23% |
$1.33K - $1.77K
|
2.58K
$668K
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.35% |
$1.33K - $1.77K
|
1.73K
$448K
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6+ 0.49% |
$1.33K - $1.77K
|
1.24K
$320K
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.33K - $1.77K
|
6
$1.55K
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6+ 0.06% |
$1.33K - $1.77K
|
10.8K
$2.81M
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
6+ 0.33% |
$1.33K - $1.77K
|
1.81K
$470K
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
5+ 0.32% |
$1.11K - $1.47K
|
1.57K
$405K
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.43% |
$1.11K - $1.47K
|
1.18K
$306K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$1.11K - $1.47K
|
3.06K
$791K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.5% |
$1.11K - $1.47K
|
1.01K
$261K
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 0.58% |
$1.11K - $1.47K
|
870
$225K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.05% |
$1.11K - $1.47K
|
10.4K
$2.71M
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$1.11K - $1.47K
|
1.68K
$434K
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5+ 0.29% |
$1.11K - $1.47K
|
1.74K
$452K
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
5+ 0.53% |
$1.11K - $1.47K
|
940
$244K
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.26% |
$1.11K - $1.47K
|
1.94K
$503K
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5+ 0.9% |
$1.11K - $1.47K
|
561
$145K
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5+ 0.15% |
$1.11K - $1.47K
|
3.33K
$864K
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5+ 0.14% |
$1.11K - $1.47K
|
3.52K
$911K
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
5+ 0.14% |
$1.11K - $1.47K
|
3.63K
$941K
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.44% |
$1.11K - $1.47K
|
1.13K
$293K
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.3% |
$1.11K - $1.47K
|
1.65K
$427K
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.52% |
$1.11K - $1.47K
|
975
$253K
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
5+ 0.08% |
$1.11K - $1.47K
|
6.23K
$1.61M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.07% |
$1.11K - $1.47K
|
6.76K
$1.75M
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4+ 0.41% |
$884 - $1.18K
|
974
$252K
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
4New |
$884 - $1.18K
|
4
$1.04K
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.11% |
$884 - $1.18K
|
3.59K
$930K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.45% |
$884 - $1.18K
|
901
$233K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.37% |
$884 - $1.18K
|
1.1K
$285K
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.13% |
$884 - $1.18K
|
3.06K
$793K
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 1.77% |
$884 - $1.18K
|
230
$59.6K
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4+ 0.37% |
$884 - $1.18K
|
1.1K
$285K
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.22% |
$884 - $1.18K
|
1.79K
$464K
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.75% |
$884 - $1.18K
|
535
$139K
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4+ 0.05% |
$884 - $1.18K
|
8.01K
$2.07M
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.12% |
$884 - $1.18K
|
3.4K
$880K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.03% |
$884 - $1.18K
|
14.4K
$3.72M
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
4+ 0.13% |
$884 - $1.18K
|
3.13K
$810K
|