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 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66- 0.45% |
$8.14K - $9.63K
|
14.7K
$3.75M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-67- 2.29% |
$8.26K - $9.77K
|
2.86K
$732K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-67- 0.18% |
$8.26K - $9.77K
|
37.4K
$9.57M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-68- 0.76% |
$8.38K - $9.92K
|
8.85K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-68- 3.61% |
$8.38K - $9.92K
|
1.82K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-69- 2.44% |
$8.51K - $10.1K
|
2.76K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-69- 0.87% |
$8.51K - $10.1K
|
7.86K
$2.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-70- 1.09% |
$8.63K - $10.2K
|
6.36K
$1.63M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-72- 0.7% |
$8.88K - $10.5K
|
10.2K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-73- 1.04% |
$9K - $10.6K
|
6.93K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-74- 4.01% |
$9.12K - $10.8K
|
1.77K
$453K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-74- 1.34% |
$9.12K - $10.8K
|
5.44K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-74- 0.73% |
$9.12K - $10.8K
|
10.1K
$2.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-75- 0.59% |
$9.25K - $10.9K
|
12.6K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-75- 1.24% |
$9.25K - $10.9K
|
5.99K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 2.88% |
$9.25K - $10.9K
|
2.53K
$648K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-75- 1.57% |
$9.25K - $10.9K
|
4.71K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-75- 1.92% |
$9.25K - $10.9K
|
3.83K
$979K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-75- 4.07% |
$9.25K - $10.9K
|
1.77K
$452K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-77- 1.8% |
$9.49K - $11.2K
|
4.21K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-77- 4.24% |
$9.49K - $11.2K
|
1.74K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-77- 4.01% |
$9.49K - $11.2K
|
1.84K
$472K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-78- 3.98% |
$9.62K - $11.4K
|
1.88K
$482K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-78- 0.19% |
$9.62K - $11.4K
|
40K
$10.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-81- 0.5% |
$9.99K - $11.8K
|
16.1K
$4.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-81- 1.15% |
$9.99K - $11.8K
|
6.93K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-85- 2.35% |
$10.5K - $12.4K
|
3.53K
$904K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-86- 3.47% |
$10.6K - $12.5K
|
2.39K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-86- 0.3% |
$10.6K - $12.5K
|
28.7K
$7.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-87- 1.38% |
$10.7K - $12.7K
|
6.23K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-88- 9.91% |
$10.8K - $12.8K
|
800
$205K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 0.6% |
$11K - $13K
|
14.7K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-90- 0.64% |
$11.1K - $13.1K
|
14K
$3.58M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-90- 2.1% |
$11.1K - $13.1K
|
4.2K
$1.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-92- 4.96% |
$11.3K - $13.4K
|
1.76K
$451K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-94- 4.59% |
$11.6K - $13.7K
|
1.96K
$500K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-95- 5.14% |
$11.7K - $13.9K
|
1.75K
$449K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-96- 3.96% |
$11.8K - $14K
|
2.33K
$595K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-96- 2.92% |
$11.8K - $14K
|
3.19K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-96- 2.35% |
$11.8K - $14K
|
3.98K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-98- 2.37% |
$12.1K - $14.3K
|
4.05K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-98- 0.79% |
$12.1K - $14.3K
|
12.3K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-98- 1.26% |
$12.1K - $14.3K
|
7.7K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-98- 1.17% |
$12.1K - $14.3K
|
8.31K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 3.48% |
$12.1K - $14.3K
|
2.72K
$695K
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-99- 0.33% |
$12.2K - $14.4K
|
29.7K
$7.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-99- 2.56% |
$12.2K - $14.4K
|
3.77K
$963K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-100- 3.65% |
$12.3K - $14.6K
|
2.64K
$675K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 3.78% |
$12.3K - $14.6K
|
2.54K
$651K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-100- 1.22% |
$12.3K - $14.6K
|
8.08K
$2.07M
|