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
|
Brown Advisory Inc
|
SELL
|
- |
-2.82K- 1.08% |
$347K - $411K
|
258K
$66.1M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.85K- 3.2% |
$351K - $416K
|
86.2K
$22M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.92K- 1.2% |
$360K - $426K
|
240K
$61.3M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.99K- 26.53% |
$368K - $436K
|
8.27K
$2.12M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 66.46% |
$369K - $437K
|
1.51K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 25.52% |
$375K - $443K
|
8.87K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-3.05K- 8.19% |
$376K - $445K
|
34.2K
$8.74M
|
|
|
Sep 04, 2024
Q1 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-3.05K- 36.38% |
$376K - $445K
|
5.34K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.06K- 10.97% |
$377K - $447K
|
24.8K
$6.35M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.08K- 31.99% |
$380K - $449K
|
6.55K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.09K- 5.72% |
$381K - $451K
|
51K
$13M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.14K- 14.01% |
$386K - $457K
|
19.2K
$4.92M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-3.14K- 21.48% |
$387K - $458K
|
11.5K
$2.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.16K- 19.99% |
$389K - $460K
|
12.6K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.17K- 40.82% |
$390K - $462K
|
4.59K
$1.17M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.2KClosed |
$394K - $466K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.23K- 8.02% |
$398K - $470K
|
37K
$9.46M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-3.25K- 10.9% |
$401K - $474K
|
26.6K
$6.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.32K- 4.4% |
$409K - $484K
|
72.1K
$18.4M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-3.39K- 50.84% |
$418K - $495K
|
3.28K
$839K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.39K- 2.3% |
$418K - $495K
|
144K
$36.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.43K- 9.6% |
$422K - $500K
|
32.3K
$8.25M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-3.43K- 25.17% |
$423K - $500K
|
10.2K
$2.61M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.45K- 42.7% |
$425K - $503K
|
4.63K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.47K- 14.75% |
$428K - $506K
|
20K
$5.12M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-3.47K- 60.57% |
$428K - $506K
|
2.26K
$578K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.48K- 4.06% |
$429K - $508K
|
82.2K
$21M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.5K- 31.35% |
$431K - $510K
|
7.65K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.52K- 14.79% |
$434K - $514K
|
20.3K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.53K- 3.9% |
$435K - $515K
|
86.9K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.53K- 2.79% |
$435K - $515K
|
123K
$31.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-3.7K- 10.71% |
$456K - $540K
|
30.8K
$7.88M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.7K- 25.24% |
$457K - $540K
|
11K
$2.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.71K- 43.77% |
$458K - $541K
|
4.77K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.73K- 1.78% |
$459K - $544K
|
206K
$52.6M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.75K- 78.53% |
$462K - $547K
|
1.03K
$262K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.92K- 30.6% |
$483K - $572K
|
8.89K
$2.27M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-3.95K- 27.46% |
$487K - $577K
|
10.4K
$2.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.96K- 10.56% |
$489K - $578K
|
33.6K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4K- 45.07% |
$493K - $583K
|
4.88K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4.04K- 37.52% |
$498K - $589K
|
6.72K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.07K- 26.17% |
$502K - $593K
|
11.5K
$2.94M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.07K- 41.83% |
$502K - $594K
|
5.66K
$1.45M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.14K- 5.4% |
$510K - $603K
|
72.5K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.32K- 38.73% |
$532K - $630K
|
6.83K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.33K- 26.4% |
$534K - $631K
|
12.1K
$3.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.36K- 53.13% |
$537K - $635K
|
3.84K
$983K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 18.06% |
$539K - $638K
|
19.8K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.41K- 13.4% |
$544K - $644K
|
28.5K
$7.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.45K- 73.58% |
$549K - $650K
|
1.6K
$409K
|