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 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
332+ 3.44% |
$40.9K - $48.4K
|
9.99K
$2.59M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
332+ 12.09% |
$40.9K - $48.4K
|
3.08K
$798K
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
331+ 9.34% |
$40.8K - $48.3K
|
3.88K
$1M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
331New |
$40.8K - $48.3K
|
331
$85.8K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
330+ 10.47% |
$40.7K - $48.1K
|
3.48K
$902K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
328+ 0.83% |
$40.4K - $47.8K
|
40K
$10.4M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
326+ 4.69% |
$40.2K - $47.6K
|
7.28K
$1.89M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
325+ 6.02% |
$40.1K - $47.4K
|
5.72K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
324+ 2.9% |
$39.9K - $47.3K
|
11.5K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
320+ 0.6% |
$39.4K - $46.7K
|
53.9K
$14M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
319+ 1.53% |
$39.3K - $46.5K
|
21.2K
$5.48M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
317+ 21.29% |
$39.1K - $46.2K
|
1.81K
$468K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
316+ 4.01% |
$39K - $46.1K
|
8.21K
$2.13M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
309+ 4.13% |
$38.1K - $45.1K
|
7.8K
$2.02M
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
309+ 9.36% |
$38.1K - $45.1K
|
3.61K
$935K
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
309+ 8.52% |
$38.1K - $45.1K
|
3.93K
$1.02M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
304+ 6.41% |
$37.5K - $44.3K
|
5.04K
$1.31M
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
303+ 15.17% |
$37.4K - $44.2K
|
2.3K
$596K
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
303+ 11.34% |
$37.4K - $44.2K
|
2.97K
$771K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
300+ 810.81% |
$37K - $43.8K
|
337
$87.3K
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
300+ 4.27% |
$37K - $43.8K
|
7.32K
$1.9M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300+ 14.95% |
$37K - $43.8K
|
2.31K
$598K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
297+ 7.09% |
$36.6K - $43.3K
|
4.48K
$1.16M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
294+ 4.26% |
$36.2K - $42.9K
|
7.2K
$1.87M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
290+ 1.39% |
$35.8K - $42.3K
|
21.2K
$5.49M
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
289+ 1.41% |
$35.6K - $42.2K
|
20.8K
$5.38M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
288+ 1.75% |
$35.5K - $42K
|
16.7K
$4.33M
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
287+ 0.42% |
$35.4K - $41.9K
|
69.1K
$17.9M
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
287+ 0.26% |
$35.4K - $41.9K
|
113K
$29.2M
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
285+ 17.7% |
$35.1K - $41.6K
|
1.9K
$491K
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
283+ 2.92% |
$34.9K - $41.3K
|
9.96K
$2.58M
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280New |
$34.5K - $40.8K
|
280
$72.6K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
278+ 19.12% |
$34.3K - $40.6K
|
1.73K
$449K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
277+ 1.57% |
$34.1K - $40.4K
|
17.9K
$4.64M
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
276+ 4.25% |
$34K - $40.3K
|
6.78K
$1.76M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
276+ 4.25% |
$34K - $40.3K
|
6.78K
$1.76M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
275+ 443.55% |
$33.9K - $40.1K
|
337
$87.3K
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
275+ 8.83% |
$33.9K - $40.1K
|
3.39K
$878K
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
275+ 0.82% |
$33.9K - $40.1K
|
33.8K
$8.77M
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
274+ 2.77% |
$33.8K - $40K
|
10.2K
$2.64M
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
273+ 0.68% |
$33.7K - $39.8K
|
40.2K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
271+ 14.2% |
$33.4K - $39.5K
|
2.18K
$565K
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
270+ 2.19% |
$33.3K - $39.4K
|
12.6K
$3.26M
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
269+ 0.36% |
$33.2K - $39.2K
|
75.4K
$19.6M
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
268+ 18.34% |
$33K - $39.1K
|
1.73K
$448K
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
266+ 7.8% |
$32.8K - $38.8K
|
3.68K
$953K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
265+ 8.95% |
$32.7K - $38.7K
|
3.23K
$836K
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
263+ 2.48% |
$32.4K - $38.4K
|
10.9K
$2.82M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
263+ 4.24% |
$32.4K - $38.4K
|
6.46K
$1.67M
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
263+ 0.32% |
$32.4K - $38.4K
|
81.2K
$21.1M
|