Purchases and Sales Made in Q2 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.69KNew |
$204K - $234K
|
1.69K
$432K
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.68K+ 4.41% |
$203K - $233K
|
39.8K
$10.2M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.68K+ 3.94% |
$203K - $232K
|
44.2K
$11.3M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.66KNew |
$201K - $230K
|
1.66K
$424K
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.66KNew |
$200K - $229K
|
1.66K
$423K
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.65KNew |
$199K - $228K
|
1.65K
$421K
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
1.64K+ 26.74% |
$199K - $227K
|
7.78K
$1.99M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.63K+ 3.27% |
$197K - $226K
|
51.5K
$13.2M
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
1.63KNew |
$197K - $226K
|
1.63K
$417K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 1.21% |
$197K - $225K
|
137K
$34.9M
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 101.51% |
$195K - $224K
|
3.21K
$820K
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.61KNew |
$195K - $223K
|
1.61K
$413K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.61KNew |
$194K - $222K
|
1.61K
$411K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.61K+ 32.59% |
$194K - $222K
|
6.53K
$1.67M
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.6KNew |
$194K - $222K
|
1.6K
$410K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.59K+ 21.85% |
$192K - $220K
|
8.87K
$2.27M
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.59K+ 2.19% |
$192K - $220K
|
74K
$18.9M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.58KNew |
$191K - $219K
|
1.58K
$404K
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.56KNew |
$188K - $215K
|
1.56K
$398K
|
|
Jul 03, 2023
Q2 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 9.34% |
$187K - $215K
|
18.2K
$4.64M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.55K+ 16.87% |
$187K - $214K
|
10.7K
$2.74M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.55KNew |
$187K - $214K
|
1.55K
$395K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.54KNew |
$186K - $213K
|
1.54K
$393K
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
1.53KNew |
$185K - $212K
|
1.53K
$392K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.53K+ 10.88% |
$185K - $212K
|
15.6K
$3.99M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.53KNew |
$185K - $212K
|
1.53K
$391K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.53KNew |
$185K - $212K
|
1.53K
$391K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.52K+ 2.13% |
$184K - $211K
|
73K
$18.7M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.52K+ 60.29% |
$184K - $211K
|
4.04K
$1.03M
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.52KNew |
$184K - $210K
|
1.52K
$389K
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.52KNew |
$183K - $210K
|
1.52K
$387K
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$182K - $208K
|
1.5K
$385K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.5KNew |
$181K - $208K
|
1.5K
$384K
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.5KNew |
$181K - $208K
|
1.5K
$384K
|
|
Aug 22, 2023
Q2 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.5KNew |
$181K - $208K
|
1.5K
$384K
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.5KNew |
$181K - $207K
|
1.5K
$383K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.5K+ 8.37% |
$181K - $207K
|
19.4K
$4.96M
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.5K+ 20.48% |
$181K - $207K
|
8.81K
$2.25M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.48KNew |
$178K - $204K
|
1.48K
$377K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.48K+ 0.62% |
$178K - $204K
|
238K
$60.8M
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
1.46K+ 4.53% |
$177K - $202K
|
33.7K
$8.63M
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.46K+ 20.89% |
$176K - $201K
|
8.42K
$2.15M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 9.81% |
$176K - $201K
|
16.3K
$4.16M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.44K+ 70.41% |
$174K - $199K
|
3.48K
$889K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.44K+ 7.01% |
$174K - $199K
|
21.9K
$5.61M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.44K+ 4.47% |
$174K - $199K
|
33.6K
$8.58M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.44K+ 18.47% |
$173K - $199K
|
9.2K
$2.35M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.43K+ 10.68% |
$173K - $198K
|
14.8K
$3.79M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 10.44% |
$172K - $197K
|
15.1K
$3.85M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.41K+ 28.96% |
$170K - $195K
|
6.28K
$1.61M
|