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
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-522- 10.67% |
$64.4K - $76.1K
|
4.37K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-523- 12.11% |
$64.5K - $76.3K
|
3.8K
$958K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-525- 18.44% |
$64.7K - $76.6K
|
2.32K
$586K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-533- 3.86% |
$65.7K - $77.7K
|
13.3K
$3.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-534- 11.41% |
$65.8K - $77.9K
|
4.15K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-535- 7.84% |
$66K - $78K
|
6.29K
$1.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-536- 4.91% |
$66.1K - $78.2K
|
10.4K
$2.62M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-541- 20.41% |
$66.7K - $78.9K
|
2.11K
$532K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-547- 1.35% |
$67.4K - $79.8K
|
39.9K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-547- 24.92% |
$67.4K - $79.8K
|
1.65K
$416K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-547- 1.8% |
$67.4K - $79.8K
|
29.8K
$7.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-550- 16.72% |
$67.8K - $80.2K
|
2.74K
$691K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-550- 1.9% |
$67.8K - $80.2K
|
28.5K
$7.18M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-553- 1.0% |
$68.2K - $80.7K
|
55K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-556- 9.07% |
$68.5K - $81.1K
|
5.58K
$1.41M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-558- 1.16% |
$68.8K - $81.4K
|
47.7K
$12M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-560- 12.22% |
$69K - $81.7K
|
4.02K
$1.01M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-564- 14.44% |
$69.5K - $82.3K
|
3.34K
$844K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-565- 3.94% |
$69.7K - $82.4K
|
13.8K
$3.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-565- 20.34% |
$69.7K - $82.4K
|
2.21K
$558K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-570- 9.57% |
$70.3K - $83.1K
|
5.39K
$1.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-584- 13.23% |
$72K - $85.2K
|
3.83K
$967K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-585- 9.22% |
$72.1K - $85.3K
|
5.76K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-600- 4.2% |
$74K - $87.5K
|
13.7K
$3.45M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-603- 0.6% |
$74.3K - $88K
|
100K
$25.3M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-620- 0.91% |
$76.4K - $90.4K
|
67.8K
$17.1M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-621- 4.29% |
$76.6K - $90.6K
|
13.8K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-624- 8.82% |
$76.9K - $91K
|
6.45K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-625- 9.09% |
$77.1K - $91.2K
|
6.25K
$1.58M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-627- 18.11% |
$77.3K - $91.5K
|
2.84K
$715K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-634- 25.18% |
$78.2K - $92.5K
|
1.88K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-634- 33.46% |
$78.2K - $92.5K
|
1.26K
$318K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-638- 2.62% |
$78.7K - $93.1K
|
23.7K
$5.98M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-641- 4.82% |
$79K - $93.5K
|
12.7K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-642- 15.12% |
$79.1K - $93.6K
|
3.61K
$910K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-644- 1.05% |
$79.4K - $93.9K
|
60.6K
$15.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-644- 2.26% |
$79.4K - $93.9K
|
27.8K
$7.02M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-664- 28.82% |
$81.9K - $96.9K
|
1.64K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-670- 2.92% |
$82.6K - $97.7K
|
22.3K
$5.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-675- 12.95% |
$83.2K - $98.5K
|
4.54K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-675- 5.5% |
$83.2K - $98.5K
|
11.6K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-675- 14.29% |
$83.2K - $98.5K
|
4.05K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-680- 0.22% |
$83.8K - $99.2K
|
306K
$77.3M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-686- 1.15% |
$84.6K - $100K
|
58.7K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-686- 11.87% |
$84.6K - $100K
|
5.09K
$1.28M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-690- 5.46% |
$85.1K - $101K
|
12K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-691- 3.28% |
$85.2K - $101K
|
20.4K
$5.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-692- 38.49% |
$85.3K - $101K
|
1.11K
$279K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-695Closed |
$85.7K - $101K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-699- 4.07% |
$86.2K - $102K
|
16.5K
$4.16M
|