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 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
418+ 1.99% |
$51.5K - $61K
|
21.4K
$5.33M
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
417+ 2.92% |
$51.4K - $60.8K
|
14.7K
$3.66M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
417+ 11.24% |
$51.4K - $60.8K
|
4.13K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
417+ 5.23% |
$51.4K - $60.8K
|
8.39K
$2.09M
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
416+ 22.91% |
$51.3K - $60.7K
|
2.23K
$556K
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
416+ 4.49% |
$51.3K - $60.7K
|
9.69K
$2.42M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
416+ 17.23% |
$51.3K - $60.7K
|
2.83K
$706K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
412+ 139.66% |
$50.8K - $60.1K
|
707
$176K
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
411+ 2.08% |
$50.7K - $60K
|
20.2K
$5.03M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
410+ 5.73% |
$50.5K - $59.8K
|
7.57K
$1.89M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
407+ 3.25% |
$50.2K - $59.4K
|
12.9K
$3.22M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
404+ 3.27% |
$49.8K - $58.9K
|
12.8K
$3.18M
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
401+ 2.07% |
$49.4K - $58.5K
|
19.8K
$4.94M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.68% |
$49.3K - $58.3K
|
58.8K
$14.7M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400+ 7.29% |
$49.3K - $58.3K
|
5.89K
$1.47M
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
400+ 6.33% |
$49.3K - $58.3K
|
6.72K
$1.68M
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
400+ 5.24% |
$49.3K - $58.3K
|
8.03K
$2M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
396+ 6.73% |
$48.8K - $57.8K
|
6.28K
$1.57M
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
394New |
$48.6K - $57.5K
|
394
$98.2K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
392+ 15.35% |
$48.3K - $57.2K
|
2.95K
$734K
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
390+ 15.44% |
$48.1K - $56.9K
|
2.92K
$727K
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
388+ 11.99% |
$47.8K - $56.6K
|
3.62K
$903K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
385+ 1.9% |
$47.5K - $56.2K
|
20.7K
$5.15M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
383+ 4.09% |
$47.2K - $55.9K
|
9.75K
$2.43M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
382+ 2.34% |
$47.1K - $55.7K
|
16.7K
$4.16M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
380+ 6.45% |
$46.8K - $55.4K
|
6.27K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
376+ 2.74% |
$46.4K - $54.8K
|
14.1K
$3.52M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
375+ 71.98% |
$46.2K - $54.7K
|
896
$223K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
375New |
$46.2K - $54.7K
|
375
$93.5K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
373+ 6.91% |
$46K - $54.4K
|
5.77K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
373+ 16.0% |
$46K - $54.4K
|
2.7K
$674K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
373+ 16.0% |
$46K - $54.4K
|
2.7K
$674K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
372+ 4.87% |
$45.9K - $54.3K
|
8.02K
$2M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
371+ 7.18% |
$45.7K - $54.1K
|
5.54K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
363+ 15.02% |
$44.8K - $53K
|
2.78K
$693K
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
359+ 5.4% |
$44.3K - $52.4K
|
7.01K
$1.75M
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
358+ 12.76% |
$44.1K - $52.2K
|
3.16K
$788K
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
357+ 12.66% |
$44K - $52.1K
|
3.18K
$792K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
357+ 19.06% |
$44K - $52.1K
|
2.23K
$556K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
352+ 12.35% |
$43.4K - $51.3K
|
3.2K
$798K
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
351+ 10.48% |
$43.3K - $51.2K
|
3.7K
$923K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
350+ 9.09% |
$43.1K - $51.1K
|
4.2K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
350+ 1.63% |
$43.1K - $51.1K
|
21.8K
$5.44M
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
349+ 6.24% |
$43K - $50.9K
|
5.94K
$1.48M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
348New |
$42.9K - $50.8K
|
348
$86.7K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
348+ 2.03% |
$42.9K - $50.8K
|
17.5K
$4.37M
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
344+ 0.02% |
$42.4K - $50.2K
|
1.53M
$380M
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
337+ 0.67% |
$41.5K - $49.2K
|
50.3K
$12.5M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
337+ 0.8% |
$41.5K - $49.2K
|
42.3K
$10.5M
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
332+ 5.53% |
$40.9K - $48.4K
|
6.34K
$1.58M
|