Purchases and Sales Made in Q1 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
669New |
$82.5K - $97.6K
|
669
$167K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
665+ 9.98% |
$82K - $97K
|
7.33K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
663+ 2.22% |
$81.7K - $96.7K
|
30.5K
$7.61M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
650+ 0.89% |
$80.1K - $94.8K
|
74K
$18.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
650+ 37.95% |
$80.1K - $94.8K
|
2.36K
$589K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
649+ 1.74% |
$80K - $94.7K
|
37.9K
$9.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
645+ 28.1% |
$79.5K - $94.1K
|
2.94K
$733K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
643+ 4.48% |
$79.3K - $93.8K
|
15K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
643+ 23.42% |
$79.3K - $93.8K
|
3.39K
$845K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
642+ 10.01% |
$79.1K - $93.6K
|
7.06K
$1.76M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
640New |
$78.9K - $93.4K
|
640
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
BUY
|
- |
635+ 2.31% |
$78.3K - $92.6K
|
28.1K
$7M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
632+ 42.79% |
$77.9K - $92.2K
|
2.11K
$526K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
630+ 1750.0% |
$77.7K - $91.9K
|
666
$166K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
628+ 61.21% |
$77.4K - $91.6K
|
1.65K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
619+ 0.14% |
$76.3K - $90.3K
|
447K
$111M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
615+ 4.5% |
$75.8K - $89.7K
|
14.3K
$3.56M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
612+ 14.61% |
$75.4K - $89.3K
|
4.8K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
611+ 0.85% |
$75.3K - $89.1K
|
72.4K
$18.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
607+ 18.02% |
$74.8K - $88.5K
|
3.98K
$991K
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
606+ 8.37% |
$74.7K - $88.4K
|
7.85K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
606+ 2.59% |
$74.7K - $88.4K
|
24K
$5.98M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
605+ 32.54% |
$74.6K - $88.3K
|
2.46K
$614K
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
604+ 1.71% |
$74.5K - $88.1K
|
35.9K
$8.96M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
603+ 4.62% |
$74.3K - $88K
|
13.7K
$3.41M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
600+ 7.27% |
$74K - $87.5K
|
8.86K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
598+ 1.03% |
$73.7K - $87.2K
|
58.9K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
596+ 0.74% |
$73.5K - $86.9K
|
80.7K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
591+ 2.55% |
$72.9K - $86.2K
|
23.8K
$5.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
584+ 1.47% |
$72K - $85.2K
|
40.3K
$10M
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
572+ 14.4% |
$70.5K - $83.4K
|
4.54K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
570+ 5700.0% |
$70.3K - $83.1K
|
580
$145K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
564+ 23.65% |
$69.5K - $82.3K
|
2.95K
$735K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
563+ 5.87% |
$69.4K - $82.1K
|
10.2K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
559+ 3.89% |
$68.9K - $81.5K
|
14.9K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
558+ 20.68% |
$68.8K - $81.4K
|
3.26K
$812K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
555+ 19.34% |
$68.4K - $81K
|
3.42K
$854K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
553+ 3.51% |
$68.2K - $80.7K
|
16.3K
$4.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
550+ 1.99% |
$67.8K - $80.2K
|
28.1K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
550+ 14.71% |
$67.8K - $80.2K
|
4.29K
$1.07M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
538+ 4.86% |
$66.3K - $78.5K
|
11.6K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
536+ 4.21% |
$66.1K - $78.2K
|
13.3K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
534+ 0.8% |
$65.8K - $77.9K
|
67K
$16.7M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
533+ 32.15% |
$65.7K - $77.7K
|
2.19K
$546K
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
533+ 1.31% |
$65.7K - $77.7K
|
41.3K
$10.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
531+ 0.99% |
$65.5K - $77.5K
|
54.3K
$13.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
530+ 481.82% |
$65.3K - $77.3K
|
640
$160K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
529+ 2.9% |
$65.2K - $77.2K
|
18.8K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
529+ 1.39% |
$65.2K - $77.2K
|
38.7K
$9.64M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
526+ 6.69% |
$64.8K - $76.7K
|
8.39K
$2.09M
|