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 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$4.93K - $5.83K
|
40
$9.97K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
40New |
$4.93K - $5.83K
|
40
$9.97K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
40+ 1.36% |
$4.93K - $5.83K
|
2.99K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
39+ 0.69% |
$4.81K - $5.69K
|
5.71K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
39+ 0.74% |
$4.81K - $5.69K
|
5.34K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
38+ 2.5% |
$4.68K - $5.54K
|
1.56K
$388K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
37+ 2.45% |
$4.56K - $5.4K
|
1.55K
$386K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 1.02% |
$4.56K - $5.4K
|
3.66K
$913K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.74% |
$4.56K - $5.4K
|
5.03K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
32+ 0.7% |
$3.94K - $4.67K
|
4.61K
$1.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
30+ 0.18% |
$3.7K - $4.38K
|
16.8K
$4.19M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
30+ 0.08% |
$3.7K - $4.38K
|
36.4K
$9.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
29+ 0.98% |
$3.58K - $4.23K
|
2.98K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.23% |
$3.58K - $4.23K
|
12.5K
$3.11M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
28+ 37.33% |
$3.45K - $4.08K
|
103
$25.7K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.67% |
$3.45K - $4.08K
|
4.18K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
28+ 0.05% |
$3.45K - $4.08K
|
52.2K
$13M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 0.34% |
$3.45K - $4.08K
|
8.26K
$2.06M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 1.38% |
$3.45K - $4.08K
|
2.05K
$512K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
27+ 0.18% |
$3.33K - $3.94K
|
15.1K
$3.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26+ 0.45% |
$3.21K - $3.79K
|
5.85K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
26+ 0.61% |
$3.21K - $3.79K
|
4.28K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26+ 0.79% |
$3.21K - $3.79K
|
3.31K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 1.23% |
$3.21K - $3.79K
|
2.13K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$3.08K - $3.65K
|
5.45K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 0.95% |
$2.96K - $3.5K
|
2.56K
$637K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 0.62% |
$2.84K - $3.36K
|
3.74K
$932K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
23+ 0.59% |
$2.84K - $3.36K
|
3.93K
$980K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
22+ 1.64% |
$2.71K - $3.21K
|
1.36K
$340K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
22+ 0.59% |
$2.71K - $3.21K
|
3.73K
$930K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
22+ 1.34% |
$2.71K - $3.21K
|
1.67K
$416K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
22+ 0.76% |
$2.71K - $3.21K
|
2.9K
$723K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 0.77% |
$2.59K - $3.06K
|
2.75K
$685K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
21New |
$2.59K - $3.06K
|
21
$5.23K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.13% |
$2.59K - $3.06K
|
1.88K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 0.22% |
$2.59K - $3.06K
|
9.74K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 1.26% |
$2.59K - $3.06K
|
1.69K
$422K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.25% |
$2.47K - $2.92K
|
8.14K
$2.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
20+ 0.51% |
$2.47K - $2.92K
|
3.94K
$983K
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
20+ 0.64% |
$2.47K - $2.92K
|
3.15K
$786K
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
20+ 0.58% |
$2.47K - $2.92K
|
3.45K
$859K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18+ 1.01% |
$2.22K - $2.63K
|
1.8K
$449K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 1.24% |
$2.22K - $2.63K
|
1.47K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
18+ 0.73% |
$2.22K - $2.63K
|
2.49K
$620K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
17+ 0.28% |
$2.1K - $2.48K
|
6.13K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17+ 0.8% |
$2.1K - $2.48K
|
2.15K
$535K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
17+ 0.1% |
$2.1K - $2.48K
|
16.8K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
17+ 0.01% |
$2.1K - $2.48K
|
136K
$34M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
16+ 0.92% |
$1.97K - $2.33K
|
1.76K
$437K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.18% |
$1.97K - $2.33K
|
8.92K
$2.22M
|