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 |
---|---|---|---|---|---|---|---|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
990+ 17.4% |
$120K - $137K
|
6.68K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
975+ 30.13% |
$118K - $135K
|
4.21K
$952K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
963New |
$116K - $133K
|
963
$218K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
963+ 4.29% |
$116K - $133K
|
23.4K
$5.3M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
960+ 31.39% |
$116K - $133K
|
4.02K
$908K
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
951+ 12.11% |
$115K - $132K
|
8.8K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
940+ 5.59% |
$114K - $130K
|
17.8K
$4.01M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
937+ 316.55% |
$113K - $130K
|
1.23K
$279K
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
935+ 27.6% |
$113K - $129K
|
4.32K
$977K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
931+ 3.86% |
$113K - $129K
|
25.1K
$5.67M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
928+ 1.14% |
$112K - $128K
|
82.1K
$18.6M
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
928+ 11.14% |
$112K - $128K
|
9.26K
$2.09M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
920+ 5.55% |
$111K - $127K
|
17.5K
$3.95M
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
909+ 1.64% |
$110K - $126K
|
56.4K
$12.7M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
908+ 32.99% |
$110K - $126K
|
3.66K
$827K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
908+ 6.87% |
$110K - $126K
|
14.1K
$3.19M
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
895+ 7.08% |
$108K - $124K
|
13.5K
$3.06M
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
894+ 7.0% |
$108K - $124K
|
13.7K
$3.09M
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
887+ 0.09% |
$107K - $123K
|
1.03M
$233M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
886+ 17.65% |
$107K - $123K
|
5.91K
$1.33M
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
880+ 8.72% |
$106K - $122K
|
11K
$2.48M
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
875+ 10.29% |
$106K - $121K
|
9.38K
$2.12M
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
867+ 19.66% |
$105K - $120K
|
5.28K
$1.19M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
863+ 6.43% |
$104K - $119K
|
14.3K
$3.23M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
862+ 3.66% |
$104K - $119K
|
24.4K
$5.51M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
860+ 3.15% |
$104K - $119K
|
28.2K
$6.37M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
859+ 3.27% |
$104K - $119K
|
27.1K
$6.13M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
857+ 7.82% |
$104K - $119K
|
11.8K
$2.67M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
856+ 20.37% |
$103K - $118K
|
5.06K
$1.14M
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
850+ 53.83% |
$103K - $118K
|
2.43K
$549K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
848+ 25.7% |
$103K - $117K
|
4.15K
$937K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
847+ 5.63% |
$102K - $117K
|
15.9K
$3.59M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
843+ 1.03% |
$102K - $117K
|
82.4K
$18.6M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
843+ 18.09% |
$102K - $117K
|
5.5K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
833+ 26.01% |
$101K - $115K
|
4.04K
$912K
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
825+ 11.77% |
$99.7K - $114K
|
7.83K
$1.77M
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
820+ 36.12% |
$99.1K - $113K
|
3.09K
$698K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
818+ 3.67% |
$98.9K - $113K
|
23.1K
$5.22M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
817+ 1.56% |
$98.8K - $113K
|
53.2K
$12M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
816+ 4.8% |
$98.7K - $113K
|
17.8K
$4.02M
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
806+ 2.38% |
$97.4K - $112K
|
34.7K
$7.84M
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
800+ 44.49% |
$96.7K - $111K
|
2.6K
$587K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
784+ 7.3% |
$94.8K - $109K
|
11.5K
$2.61M
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
783+ 13.59% |
$94.7K - $108K
|
6.54K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
780+ 7.81% |
$94.3K - $108K
|
10.8K
$2.43M
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
765+ 34.27% |
$92.5K - $106K
|
3K
$677K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
763+ 3.7% |
$92.2K - $106K
|
21.4K
$4.83M
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
757+ 49.51% |
$91.5K - $105K
|
2.29K
$517K
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
756+ 5.97% |
$91.4K - $105K
|
13.4K
$3.03M
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
747+ 2.82% |
$90.3K - $103K
|
27.3K
$6.16M
|