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 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
551+ 9.36% |
$66.6K - $76.3K
|
6.44K
$1.65M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
540+ 8.69% |
$65.3K - $74.7K
|
6.75K
$1.73M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
537+ 4.33% |
$64.9K - $74.3K
|
12.9K
$3.31M
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
528+ 1.2% |
$63.8K - $73.1K
|
44.6K
$11.4M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
527+ 2.55% |
$63.7K - $72.9K
|
21.2K
$5.42M
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
525+ 8.37% |
$63.5K - $72.7K
|
6.8K
$1.74M
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
524+ 4.67% |
$63.4K - $72.5K
|
11.7K
$3M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
523+ 3.7% |
$63.2K - $72.4K
|
14.6K
$3.74M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
519+ 2.08% |
$62.7K - $71.8K
|
25.5K
$6.52M
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
517+ 1.23% |
$62.5K - $71.6K
|
42.4K
$10.9M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
517+ 3.48% |
$62.5K - $71.6K
|
15.4K
$3.93M
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
516+ 28.76% |
$62.4K - $71.4K
|
2.31K
$591K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
507+ 0.52% |
$61.3K - $70.2K
|
97.3K
$24.9M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
506+ 8.26% |
$61.2K - $70K
|
6.63K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
505+ 1.26% |
$61.1K - $69.9K
|
40.5K
$10.4M
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
504+ 0.07% |
$60.9K - $69.8K
|
682K
$175M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
503+ 8.01% |
$60.8K - $69.6K
|
6.78K
$1.73M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
501+ 6.03% |
$60.6K - $69.3K
|
8.81K
$2.25M
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
500+ 5.24% |
$60.5K - $69.2K
|
10K
$2.57M
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
500+ 6.25% |
$60.5K - $69.2K
|
8.51K
$2.17M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
500New |
$60.5K - $69.2K
|
500
$128K
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
497+ 4.52% |
$60.1K - $68.8K
|
11.5K
$2.94M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
497+ 0.31% |
$60.1K - $68.8K
|
158K
$40.5M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
494+ 3.82% |
$59.7K - $68.4K
|
13.4K
$3.43M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
492+ 5.62% |
$59.5K - $68.1K
|
9.25K
$2.36M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
490+ 12.4% |
$59.2K - $67.8K
|
4.44K
$1.14M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
489+ 3.62% |
$59.1K - $67.7K
|
14K
$3.58M
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
488+ 12.6% |
$59K - $67.5K
|
4.36K
$1.11M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
481+ 14.78% |
$58.2K - $66.6K
|
3.74K
$955K
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
477+ 4.67% |
$57.7K - $66K
|
10.7K
$2.73M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
476New |
$57.5K - $65.9K
|
476
$122K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
463+ 2.96% |
$56K - $64.1K
|
16.1K
$4.12M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
460+ 3.35% |
$55.6K - $63.7K
|
14.2K
$3.63M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
456+ 14.15% |
$55.1K - $63.1K
|
3.68K
$940K
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
454+ 15.92% |
$54.9K - $62.8K
|
3.31K
$845K
|
|
Aug 07, 2023
Q2 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
450+ 0.32% |
$54.4K - $62.3K
|
140K
$35.7M
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
449+ 8.48% |
$54.3K - $62.1K
|
5.74K
$1.47M
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
449+ 3.29% |
$54.3K - $62.1K
|
14.1K
$3.61M
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
444+ 5.29% |
$53.7K - $61.4K
|
8.83K
$2.26M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
435+ 3.8% |
$52.6K - $60.2K
|
11.9K
$3.04M
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
432+ 93.3% |
$52.2K - $59.8K
|
895
$229K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
432+ 4.25% |
$52.2K - $59.8K
|
10.6K
$2.71M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
425+ 1.32% |
$51.4K - $58.8K
|
32.6K
$8.33M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
424+ 2.88% |
$51.3K - $58.7K
|
15.2K
$3.88M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
421+ 0.64% |
$50.9K - $58.3K
|
66.7K
$17.1M
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
414+ 1.56% |
$50.1K - $57.3K
|
27K
$6.9M
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
412+ 10.39% |
$49.8K - $57K
|
4.38K
$1.12M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
411+ 4.23% |
$49.7K - $56.9K
|
10.1K
$2.59M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
407+ 0.56% |
$49.2K - $56.3K
|
72.7K
$18.6M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
407+ 2.69% |
$49.2K - $56.3K
|
15.5K
$3.97M
|