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
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-711- 7.37% |
$87.7K - $104K
|
8.93K
$2.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-715- 1.11% |
$88.1K - $104K
|
64K
$16.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-717- 3.88% |
$88.4K - $105K
|
17.7K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-723- 25.72% |
$89.1K - $105K
|
2.09K
$534K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-727- 10.2% |
$89.6K - $106K
|
6.4K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-730- 10.56% |
$90K - $106K
|
6.19K
$1.58M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-733- 0.41% |
$90.4K - $107K
|
176K
$45.1M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-733- 1.97% |
$90.4K - $107K
|
36.4K
$9.32M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-736- 6.58% |
$90.7K - $107K
|
10.5K
$2.67M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-740- 1.73% |
$91.2K - $108K
|
42.1K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-746- 2.97% |
$92K - $109K
|
24.4K
$6.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-753- 1.34% |
$92.8K - $110K
|
55.5K
$14.2M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-754- 20.84% |
$93K - $110K
|
2.86K
$732K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-764- 20.48% |
$94.2K - $111K
|
2.97K
$759K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-775- 72.36% |
$95.5K - $113K
|
296
$75.7K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-777- 0.47% |
$95.8K - $113K
|
163K
$41.7M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-783- 2.26% |
$96.5K - $114K
|
33.9K
$8.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-785- 4.08% |
$96.8K - $115K
|
18.4K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-791- 3.99% |
$97.5K - $115K
|
19K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-792- 42.6% |
$97.6K - $116K
|
1.07K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-800- 2.25% |
$98.6K - $117K
|
34.8K
$8.9M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-800- 9.44% |
$98.6K - $117K
|
7.68K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-808- 22.81% |
$99.6K - $118K
|
2.74K
$699K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-812- 9.76% |
$100K - $118K
|
7.51K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-817- 12.79% |
$101K - $119K
|
5.57K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-823- 25.98% |
$101K - $120K
|
2.35K
$600K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-837- 6.25% |
$103K - $122K
|
12.6K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-837- 9.47% |
$103K - $122K
|
8.01K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-840- 14.66% |
$104K - $123K
|
4.89K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-842- 8.1% |
$104K - $123K
|
9.56K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-842- 14.49% |
$104K - $123K
|
4.97K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-845- 16.54% |
$104K - $123K
|
4.26K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-847- 8.88% |
$104K - $124K
|
8.69K
$2.22M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-859- 13.53% |
$106K - $125K
|
5.49K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-860- 8.46% |
$106K - $125K
|
9.31K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-865- 3.63% |
$107K - $126K
|
23K
$5.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-877- 5.35% |
$108K - $128K
|
15.5K
$3.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-880- 0.95% |
$108K - $128K
|
91.4K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-880- 4.93% |
$108K - $128K
|
17K
$4.34M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-881- 7.4% |
$109K - $129K
|
11K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-883- 1.83% |
$109K - $129K
|
47.3K
$12.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-885- 26.95% |
$109K - $129K
|
2.4K
$613K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-888- 25.5% |
$109K - $130K
|
2.59K
$663K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-888- 5.66% |
$109K - $130K
|
14.8K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-895- 28.42% |
$110K - $131K
|
2.25K
$576K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 1.16% |
$111K - $131K
|
76.5K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-906- 4.14% |
$112K - $132K
|
21K
$5.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-916- 10.62% |
$113K - $134K
|
7.71K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-950- 19.74% |
$117K - $139K
|
3.86K
$988K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-952- 3.32% |
$117K - $139K
|
27.7K
$7.08M
|