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 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.07% |
$1.11K - $1.47K
|
6.76K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4+ 0.41% |
$884 - $1.18K
|
974
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
4New |
$884 - $1.18K
|
4
$1.23K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.11% |
$884 - $1.18K
|
3.59K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.45% |
$884 - $1.18K
|
901
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.37% |
$884 - $1.18K
|
1.1K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.13% |
$884 - $1.18K
|
3.06K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 1.77% |
$884 - $1.18K
|
230
$70.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4+ 0.37% |
$884 - $1.18K
|
1.1K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.22% |
$884 - $1.18K
|
1.79K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.75% |
$884 - $1.18K
|
535
$164K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4+ 0.05% |
$884 - $1.18K
|
8.01K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.12% |
$884 - $1.18K
|
3.4K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.03% |
$884 - $1.18K
|
14.4K
$4.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
4+ 0.13% |
$884 - $1.18K
|
3.13K
$958K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4+ 0.01% |
$884 - $1.18K
|
50K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.24% |
$884 - $1.18K
|
1.69K
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.08% |
$663 - $884
|
3.64K
$1.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$663 - $884
|
439
$135K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3+ 0.15% |
$663 - $884
|
2.06K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.11% |
$663 - $884
|
2.76K
$844K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.06% |
$663 - $884
|
5.3K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$663 - $884
|
2.73K
$835K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.08% |
$663 - $884
|
3.97K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$663 - $884
|
1.01K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
3+ 0.26% |
$663 - $884
|
1.16K
$355K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.19% |
$663 - $884
|
1.55K
$476K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3+ 0.15% |
$663 - $884
|
1.97K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3+ 0.06% |
$663 - $884
|
4.94K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3+ 0.35% |
$663 - $884
|
865
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.55% |
$663 - $884
|
549
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3+ 0.33% |
$663 - $884
|
908
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3+ 0.17% |
$663 - $884
|
1.79K
$548K
|
|
|
Oct 01, 2025
Q2 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
3+ 0.06% |
$663 - $884
|
4.87K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2+ 0.16% |
$442 - $590
|
1.23K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$442 - $590
|
4.07K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2+ 0.15% |
$442 - $590
|
1.38K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.19% |
$442 - $590
|
1.05K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.8K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
2.09K
$639K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.57% |
$442 - $590
|
351
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
6.15K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$442 - $590
|
1.18K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
5.91K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.03% |
$442 - $590
|
7.7K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$442 - $590
|
2.4K
$735K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$442 - $590
|
1.96K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$442 - $590
|
4.58K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2+ 0.04% |
$442 - $590
|
5.6K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$442 - $590
|
1.51K
$464K
|