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 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-32- 0.37% |
$3.94K - $4.67K
|
8.56K
$2.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-33- 0.67% |
$4.07K - $4.81K
|
4.91K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-33- 0.52% |
$4.07K - $4.81K
|
6.29K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-35- 0.51% |
$4.31K - $5.11K
|
6.77K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-35- 0.69% |
$4.31K - $5.11K
|
5.06K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-35- 0.08% |
$4.31K - $5.11K
|
41.2K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-37- 1.65% |
$4.56K - $5.4K
|
2.21K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-37- 0.52% |
$4.56K - $5.4K
|
7.01K
$1.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-39- 0.72% |
$4.81K - $5.69K
|
5.37K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-39- 39.0% |
$4.81K - $5.69K
|
61
$15.4K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-39- 0.98% |
$4.81K - $5.69K
|
3.95K
$995K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-39- 0.23% |
$4.81K - $5.69K
|
17.3K
$4.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-40- 1.47% |
$4.93K - $5.83K
|
2.69K
$679K
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-42- 2.57% |
$5.18K - $6.13K
|
1.59K
$402K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-43- 1.0% |
$5.3K - $6.27K
|
4.25K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-43- 1.02% |
$5.3K - $6.27K
|
4.19K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-43- 0.28% |
$5.3K - $6.27K
|
15.1K
$3.81M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-43- 0.06% |
$5.3K - $6.27K
|
72.2K
$18.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 1.77% |
$5.42K - $6.42K
|
2.45K
$618K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-45- 1.06% |
$5.55K - $6.56K
|
4.22K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-45- 39.13% |
$5.55K - $6.56K
|
70
$17.7K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-45- 5.98% |
$5.55K - $6.56K
|
708
$179K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-46- 2.21% |
$5.67K - $6.71K
|
2.04K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-46- 0.14% |
$5.67K - $6.71K
|
32.2K
$8.13M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-47- 2.35% |
$5.79K - $6.86K
|
1.96K
$494K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-47- 1.71% |
$5.79K - $6.86K
|
2.7K
$681K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.38% |
$6.16K - $7.29K
|
13.2K
$3.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-50- 2.33% |
$6.16K - $7.29K
|
2.1K
$529K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-50- 1.38% |
$6.16K - $7.29K
|
3.57K
$901K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 0.5% |
$6.16K - $7.29K
|
9.95K
$2.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-50- 0.51% |
$6.16K - $7.29K
|
9.72K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 2.08% |
$6.16K - $7.29K
|
2.35K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-50- 0.98% |
$6.16K - $7.29K
|
5.05K
$1.27M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-51- 3.35% |
$6.29K - $7.44K
|
1.47K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-51- 1.68% |
$6.29K - $7.44K
|
2.98K
$752K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-51- 1.99% |
$6.29K - $7.44K
|
2.51K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-53- 1.06% |
$6.53K - $7.73K
|
4.94K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-54- 1.7% |
$6.66K - $7.88K
|
3.12K
$787K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-54- 1.47% |
$6.66K - $7.88K
|
3.62K
$913K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-55- 0.68% |
$6.78K - $8.02K
|
8.08K
$2.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-56- 1.16% |
$6.9K - $8.17K
|
4.76K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-58- 1.96% |
$7.15K - $8.46K
|
2.91K
$734K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-59- 8.21% |
$7.27K - $8.61K
|
660
$167K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-59- 8.21% |
$7.27K - $8.61K
|
660
$167K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-60- 3.63% |
$7.4K - $8.75K
|
1.59K
$401K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-60- 1.81% |
$7.4K - $8.75K
|
3.25K
$820K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-61- 17.73% |
$7.52K - $8.9K
|
283
$71.4K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-63- 0.13% |
$7.77K - $9.19K
|
49.9K
$12.6M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-66- 1.42% |
$8.14K - $9.63K
|
4.59K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66- 0.45% |
$8.14K - $9.63K
|
14.7K
$3.7M
|