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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4+ 0.01% |
$884 - $1.18K
|
50K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.24% |
$884 - $1.18K
|
1.69K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.08% |
$663 - $884
|
3.64K
$943K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$663 - $884
|
439
$114K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3+ 0.15% |
$663 - $884
|
2.06K
$532K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.11% |
$663 - $884
|
2.76K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.06% |
$663 - $884
|
5.3K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$663 - $884
|
2.73K
$706K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.08% |
$663 - $884
|
3.97K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$663 - $884
|
1.01K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
3+ 0.26% |
$663 - $884
|
1.16K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.19% |
$663 - $884
|
1.55K
$402K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3+ 0.15% |
$663 - $884
|
1.97K
$511K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3+ 0.06% |
$663 - $884
|
4.94K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3+ 0.35% |
$663 - $884
|
865
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.55% |
$663 - $884
|
549
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3+ 0.33% |
$663 - $884
|
908
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3+ 0.17% |
$663 - $884
|
1.79K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2+ 0.16% |
$442 - $590
|
1.23K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$442 - $590
|
4.07K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2+ 0.15% |
$442 - $590
|
1.38K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.19% |
$442 - $590
|
1.05K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.8K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
2.09K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.57% |
$442 - $590
|
351
$90.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
6.15K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$442 - $590
|
1.18K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
5.91K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
7.7K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$442 - $590
|
2.4K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
1.96K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.58K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
5.6K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$442 - $590
|
1.51K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.16% |
$442 - $590
|
1.29K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 14.29% |
$442 - $590
|
16
$4.15K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
1.97K
$511K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2+ 0.19% |
$442 - $590
|
1.05K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.73K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2+ 0.13% |
$442 - $590
|
1.56K
$403K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.51% |
$442 - $590
|
398
$103K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.25% |
$442 - $590
|
814
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 1.23% |
$442 - $590
|
164
$42.5K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2+ 0.08% |
$442 - $590
|
2.44K
$631K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.07% |
$442 - $590
|
3.02K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.05% |
$442 - $590
|
3.76K
$973K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$442 - $590
|
2
$518
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.56% |
$442 - $590
|
361
$93.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$442 - $590
|
13.1K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
2+ 0.19% |
$442 - $590
|
1.04K
$269K
|