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 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-150- 7.25% |
$33.2K - $44.2K
|
1.92K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-150- 16.67% |
$33.2K - $44.2K
|
750
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-151- 14.42% |
$33.4K - $44.5K
|
896
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-152- 8.51% |
$33.6K - $44.8K
|
1.63K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-152- 10.67% |
$33.6K - $44.8K
|
1.27K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-154- 1.47% |
$34K - $45.4K
|
10.3K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-154- 1.86% |
$34K - $45.4K
|
8.13K
$2.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-155- 3.24% |
$34.3K - $45.7K
|
4.63K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-155- 3.93% |
$34.3K - $45.7K
|
3.79K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-157- 1.93% |
$34.7K - $46.3K
|
7.99K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-157- 7.83% |
$34.7K - $46.3K
|
1.85K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 15.63% |
$34.9K - $46.6K
|
853
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-159- 10.59% |
$35.1K - $46.9K
|
1.34K
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-160- 2.32% |
$35.4K - $47.2K
|
6.75K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-162- 3.41% |
$35.8K - $47.8K
|
4.59K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-163- 1.33% |
$36K - $48K
|
12.1K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-164- 7.81% |
$36.2K - $48.3K
|
1.94K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-165- 14.26% |
$36.5K - $48.6K
|
992
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-166- 4.14% |
$36.7K - $48.9K
|
3.84K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-168- 1.67% |
$37.1K - $49.5K
|
9.9K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-170- 3.18% |
$37.6K - $50.1K
|
5.17K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-170- 0.84% |
$37.6K - $50.1K
|
20.1K
$6.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-172- 5.79% |
$38K - $50.7K
|
2.8K
$858K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-173- 9.99% |
$38.2K - $51K
|
1.56K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-175- 1.52% |
$38.7K - $51.6K
|
11.4K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-175- 8.24% |
$38.7K - $51.6K
|
1.95K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-175- 8.7% |
$38.7K - $51.6K
|
1.84K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-175- 0.46% |
$38.7K - $51.6K
|
37.5K
$11.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-175- 4.26% |
$38.7K - $51.6K
|
3.94K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-180- 1.36% |
$39.8K - $53.1K
|
13K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-180- 9.73% |
$39.8K - $53.1K
|
1.67K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-183- 7.27% |
$40.4K - $53.9K
|
2.34K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
SELL
|
- |
-185- 4.73% |
$40.9K - $54.5K
|
3.73K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-185- 10.9% |
$40.9K - $54.5K
|
1.51K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-186- 12.9% |
$41.1K - $54.8K
|
1.26K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-186- 16.94% |
$41.1K - $54.8K
|
912
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-188- 2.88% |
$41.6K - $55.4K
|
6.34K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-191- 10.3% |
$42.2K - $56.3K
|
1.66K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-191- 1.08% |
$42.2K - $56.3K
|
17.5K
$5.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-192- 7.89% |
$42.4K - $56.6K
|
2.24K
$687K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-192- 2.59% |
$42.4K - $56.6K
|
7.22K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-193- 4.02% |
$42.7K - $56.9K
|
4.61K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-193- 20.82% |
$42.7K - $56.9K
|
734
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-193- 14.47% |
$42.7K - $56.9K
|
1.14K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-194- 5.53% |
$42.9K - $57.2K
|
3.31K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-198- 7.37% |
$43.8K - $58.4K
|
2.49K
$762K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-199- 29.01% |
$44K - $58.7K
|
487
$149K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.37% |
$44.2K - $59K
|
14.4K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-200- 6.31% |
$44.2K - $59K
|
2.97K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 4.4% |
$44.2K - $59K
|
4.34K
$1.33M
|