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
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
747+ 2.82% |
$90.3K - $103K
|
27.3K
$6.97M
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
733+ 5.21% |
$88.6K - $101K
|
14.8K
$3.79M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
733+ 1.78% |
$88.6K - $101K
|
42K
$10.7M
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
727+ 12.84% |
$87.9K - $101K
|
6.39K
$1.63M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
725+ 4.27% |
$87.7K - $100K
|
17.7K
$4.52M
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
721+ 38.43% |
$87.2K - $99.8K
|
2.6K
$664K
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
715+ 10.66% |
$86.4K - $99K
|
7.42K
$1.9M
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
712+ 41.28% |
$86.1K - $98.5K
|
2.44K
$623K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
705+ 4.89% |
$85.2K - $97.6K
|
15.1K
$3.87M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
702+ 7.19% |
$84.9K - $97.2K
|
10.5K
$2.68M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
701+ 4.18% |
$84.8K - $97K
|
17.5K
$4.47M
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
701+ 14.11% |
$84.8K - $97K
|
5.67K
$1.45M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
691+ 14.14% |
$83.5K - $95.6K
|
5.58K
$1.43M
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
691+ 26.64% |
$83.5K - $95.6K
|
3.29K
$840K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
679New |
$82.1K - $94K
|
679
$174K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
674+ 46.71% |
$81.5K - $93.3K
|
2.12K
$541K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
666New |
$80.5K - $92.2K
|
666
$170K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
665+ 4.97% |
$80.4K - $92K
|
14.1K
$3.59M
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
652+ 2.13% |
$78.8K - $90.2K
|
31.2K
$7.98M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
648+ 12.85% |
$78.3K - $89.7K
|
5.69K
$1.45M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
646+ 2.32% |
$78.1K - $89.4K
|
28.5K
$7.28M
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
645+ 2.62% |
$78K - $89.3K
|
25.3K
$6.46M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
643+ 41.35% |
$77.7K - $89K
|
2.2K
$562K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
643+ 17.87% |
$77.7K - $89K
|
4.24K
$1.08M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
638+ 5.0% |
$77.1K - $88.3K
|
13.4K
$3.43M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
638+ 0.28% |
$77.1K - $88.3K
|
232K
$59.4M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
630+ 3.77% |
$76.2K - $87.2K
|
17.3K
$4.43M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
629+ 5.24% |
$76K - $87.1K
|
12.6K
$3.23M
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
618+ 2.01% |
$74.7K - $85.5K
|
31.4K
$8.02M
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
617+ 5.77% |
$74.6K - $85.4K
|
11.3K
$2.89M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
615+ 1.16% |
$74.4K - $85.1K
|
53.8K
$13.8M
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
610+ 2.22% |
$73.7K - $84.4K
|
28K
$7.17M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
606+ 8.58% |
$73.3K - $83.9K
|
7.67K
$1.96M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
600New |
$72.5K - $83K
|
600
$153K
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
600+ 8.1% |
$72.5K - $83K
|
8K
$2.05M
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
600New |
$72.5K - $83K
|
600
$153K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
596New |
$72.1K - $82.5K
|
596
$152K
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
594+ 4.24% |
$71.8K - $82.2K
|
14.6K
$3.73M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
585+ 12.87% |
$70.7K - $81K
|
5.13K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
585+ 7.51% |
$70.7K - $81K
|
8.37K
$2.14M
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
581+ 3.38% |
$70.2K - $80.4K
|
17.8K
$4.54M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
580New |
$70.1K - $80.3K
|
580
$148K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
577+ 8.21% |
$69.8K - $79.9K
|
7.6K
$1.94M
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
575+ 9.26% |
$69.5K - $79.6K
|
6.79K
$1.73M
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
569+ 1.45% |
$68.8K - $78.7K
|
39.8K
$10.2M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
569New |
$68.8K - $78.7K
|
569
$145K
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
565+ 14.03% |
$68.3K - $78.2K
|
4.59K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
565+ 15.99% |
$68.3K - $78.2K
|
4.1K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
555+ 1.66% |
$67.1K - $76.8K
|
33.9K
$8.68M
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
554+ 2.74% |
$67K - $76.7K
|
20.7K
$5.3M
|