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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
525+ 38.95% |
$64.7K - $76.6K
|
1.87K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
520+ 13.1% |
$64.1K - $75.9K
|
4.49K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
519+ 136.58% |
$64K - $75.7K
|
899
$224K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
517+ 0.83% |
$63.7K - $75.4K
|
63.2K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
510+ 1.96% |
$62.9K - $74.4K
|
26.5K
$6.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
506+ 142.13% |
$62.4K - $73.8K
|
862
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
503+ 2.05% |
$62K - $73.4K
|
25K
$6.24M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
502+ 8.46% |
$61.9K - $73.2K
|
6.44K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.31% |
$61.6K - $72.9K
|
160K
$40M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
496+ 22.97% |
$61.1K - $72.4K
|
2.66K
$662K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
496+ 5.38% |
$61.1K - $72.4K
|
9.72K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
493+ 4.01% |
$60.8K - $71.9K
|
12.8K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
491+ 2.83% |
$60.5K - $71.6K
|
17.8K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
488+ 4.9% |
$60.2K - $71.2K
|
10.5K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
486+ 8.62% |
$59.9K - $70.9K
|
6.13K
$1.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
485+ 0.65% |
$59.8K - $70.7K
|
74.8K
$18.6M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
485+ 15.56% |
$59.8K - $70.7K
|
3.6K
$898K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
481+ 6.13% |
$59.3K - $70.2K
|
8.33K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
480+ 7.45% |
$59.2K - $70K
|
6.92K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
478+ 0.86% |
$58.9K - $69.7K
|
55.9K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
478+ 0.67% |
$58.9K - $69.7K
|
71.5K
$17.8M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
477+ 12.38% |
$58.8K - $69.6K
|
4.33K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
471+ 1.22% |
$58.1K - $68.7K
|
39.2K
$9.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
467+ 5.79% |
$57.6K - $68.1K
|
8.54K
$2.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
465+ 2.13% |
$57.3K - $67.8K
|
22.3K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
463+ 9.74% |
$57.1K - $67.5K
|
5.22K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
461+ 57.13% |
$56.8K - $67.2K
|
1.27K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
461+ 1.66% |
$56.8K - $67.2K
|
28.2K
$7.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
460+ 1.56% |
$56.7K - $67.1K
|
30K
$7.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
460+ 13.8% |
$56.7K - $67.1K
|
3.79K
$945K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
459+ 4.96% |
$56.6K - $67K
|
9.72K
$2.42M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
450+ 23.23% |
$55.5K - $65.6K
|
2.39K
$595K
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
450New |
$55.5K - $65.6K
|
450
$112K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
450+ 23.23% |
$55.5K - $65.6K
|
2.39K
$595K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
446+ 4.14% |
$55K - $65.1K
|
11.2K
$2.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
445+ 2.23% |
$54.9K - $64.9K
|
20.4K
$5.09M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
444+ 0.29% |
$54.7K - $64.8K
|
153K
$38.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
442+ 14.26% |
$54.5K - $64.5K
|
3.54K
$883K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
442+ 17.54% |
$54.5K - $64.5K
|
2.96K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
442+ 8.74% |
$54.5K - $64.5K
|
5.5K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
439+ 6.66% |
$54.1K - $64K
|
7.03K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
438+ 11.84% |
$54K - $63.9K
|
4.14K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
437+ 7.32% |
$53.9K - $63.7K
|
6.41K
$1.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
436+ 3.68% |
$53.8K - $63.6K
|
12.3K
$3.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
431+ 4.55% |
$53.1K - $62.9K
|
9.91K
$2.47M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
422+ 5.49% |
$52K - $61.6K
|
8.11K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
422+ 16.15% |
$52K - $61.6K
|
3.04K
$757K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
420+ 0.59% |
$51.8K - $61.3K
|
71.2K
$17.8M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
420+ 3.38% |
$51.8K - $61.3K
|
12.9K
$3.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
419+ 25.83% |
$51.7K - $61.1K
|
2.04K
$509K
|