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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.9K+ 7.78% |
$357K - $423K
|
40.1K
$10.3M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.89K+ 13.08% |
$356K - $421K
|
25K
$6.38M
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.88K+ 25.83% |
$355K - $420K
|
14K
$3.58M
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.86K+ 62.76% |
$352K - $416K
|
7.4K
$1.89M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.85K+ 8.52% |
$352K - $416K
|
36.3K
$9.29M
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$351K - $415K
|
2.85K
$727K
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.83KNew |
$349K - $413K
|
2.83K
$724K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 100.25% |
$347K - $411K
|
5.63K
$1.44M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.77K+ 19.08% |
$342K - $405K
|
17.3K
$4.43M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 25.38% |
$335K - $396K
|
13.4K
$3.43M
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
2.7K+ 31.76% |
$333K - $394K
|
11.2K
$2.86M
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.69K+ 3.91% |
$332K - $392K
|
71.6K
$18.3M
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.68KNew |
$330K - $390K
|
2.68K
$684K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.67KNew |
$329K - $389K
|
2.67K
$682K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2.66K+ 6.72% |
$328K - $388K
|
42.2K
$10.8M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.66K+ 45.9% |
$327K - $387K
|
8.44K
$2.16M
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.64K+ 197.16% |
$325K - $385K
|
3.98K
$1.02M
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.6K+ 6.7% |
$321K - $379K
|
41.4K
$10.6M
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.59K+ 0.28% |
$319K - $377K
|
940K
$240M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.51K+ 78.09% |
$310K - $367K
|
5.73K
$1.47M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.51KNew |
$309K - $366K
|
2.51K
$642K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.5K+ 0.87% |
$308K - $365K
|
291K
$74.4M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.49K+ 65.96% |
$307K - $363K
|
6.27K
$1.6M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.46K+ 1.61% |
$304K - $359K
|
155K
$39.7M
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.42KNew |
$298K - $353K
|
2.42K
$618K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.38KNew |
$293K - $347K
|
2.38K
$608K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.37K+ 28.19% |
$292K - $345K
|
10.8K
$2.75M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
2.34KNew |
$289K - $342K
|
2.34K
$599K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.32K+ 7.31% |
$285K - $338K
|
34K
$8.69M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
2.31KNew |
$285K - $337K
|
2.31K
$591K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.3KNew |
$284K - $336K
|
2.3K
$588K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.3KNew |
$283K - $335K
|
2.3K
$588K
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.3K+ 1.99% |
$283K - $335K
|
118K
$30.1M
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.28K+ 3.26% |
$281K - $332K
|
72.2K
$18.5M
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.27K+ 4.87% |
$280K - $332K
|
49K
$12.5M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.27K+ 121.27% |
$280K - $331K
|
4.14K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.26K+ 2.96% |
$279K - $330K
|
78.6K
$20.1M
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.25K+ 0.58% |
$277K - $328K
|
387K
$98.8M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.23KNew |
$275K - $326K
|
2.23K
$571K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.22K+ 123.07% |
$274K - $324K
|
4.02K
$1.03M
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.2KNew |
$271K - $321K
|
2.2K
$563K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.2K+ 2.94% |
$271K - $321K
|
77K
$19.7M
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
2.16K+ 2.8% |
$266K - $314K
|
79.2K
$20.2M
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.15K+ 1.96% |
$265K - $314K
|
112K
$28.7M
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.15K+ 8.83% |
$265K - $314K
|
26.5K
$6.77M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.14K+ 34.79% |
$264K - $313K
|
8.3K
$2.12M
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.14K+ 0.4% |
$264K - $312K
|
532K
$136M
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
2.14KNew |
$264K - $312K
|
2.14K
$548K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.13K+ 37.67% |
$262K - $310K
|
7.77K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.12K+ 1.22% |
$261K - $309K
|
176K
$44.9M
|