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 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
404+ 1.03% |
$48.8K - $55.9K
|
39.7K
$10.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
403+ 5.24% |
$48.7K - $55.8K
|
8.1K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
403+ 0.95% |
$48.7K - $55.8K
|
42.7K
$10.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
401+ 3.01% |
$48.5K - $55.5K
|
13.7K
$3.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
400+ 7.22% |
$48.4K - $55.4K
|
5.94K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
400+ 2.72% |
$48.4K - $55.4K
|
15.1K
$3.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
400+ 2.28% |
$48.4K - $55.4K
|
17.9K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
400+ 1.18% |
$48.4K - $55.4K
|
34.2K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
400+ 13.58% |
$48.4K - $55.4K
|
3.35K
$855K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
385+ 2.47% |
$46.5K - $53.3K
|
16K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
383+ 11.94% |
$46.3K - $53K
|
3.59K
$918K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
380+ 21.26% |
$45.9K - $52.6K
|
2.17K
$554K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
379+ 10.48% |
$45.8K - $52.5K
|
4K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
376+ 1.79% |
$45.5K - $52K
|
21.4K
$5.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
368+ 18.02% |
$44.5K - $50.9K
|
2.41K
$616K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
367+ 6.67% |
$44.4K - $50.8K
|
5.87K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
365+ 6.25% |
$44.1K - $50.5K
|
6.21K
$1.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
363+ 1.05% |
$43.9K - $50.2K
|
34.9K
$8.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
361+ 5.65% |
$43.6K - $50K
|
6.75K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
358+ 0.73% |
$43.3K - $49.5K
|
49.3K
$12.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
357+ 1.98% |
$43.2K - $49.4K
|
18.4K
$4.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
354+ 9.62% |
$42.8K - $49K
|
4.04K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
354+ 1.56% |
$42.8K - $49K
|
23.1K
$5.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
352+ 1.36% |
$42.6K - $48.7K
|
26.3K
$6.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
349+ 2.29% |
$42.2K - $48.3K
|
15.6K
$3.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
348+ 10.53% |
$42.1K - $48.2K
|
3.65K
$934K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
345+ 18.16% |
$41.7K - $47.7K
|
2.25K
$574K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
343+ 0.34% |
$41.5K - $47.5K
|
102K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
343+ 1.59% |
$41.5K - $47.5K
|
21.9K
$5.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
342+ 1.7% |
$41.3K - $47.3K
|
20.4K
$5.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
341+ 1.81% |
$41.2K - $47.2K
|
19.1K
$4.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
340+ 10.58% |
$41.1K - $47.1K
|
3.55K
$909K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
339+ 1.66% |
$41K - $46.9K
|
20.7K
$5.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
339+ 2.76% |
$41K - $46.9K
|
12.6K
$3.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
338+ 3.88% |
$40.9K - $46.8K
|
9.04K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
336+ 1.38% |
$40.6K - $46.5K
|
24.7K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
329+ 6.16% |
$39.8K - $45.5K
|
5.67K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
327+ 3.03% |
$39.5K - $45.3K
|
11.1K
$2.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
322+ 5.88% |
$38.9K - $44.6K
|
5.8K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
322+ 2.26% |
$38.9K - $44.6K
|
14.6K
$3.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
319+ 0.53% |
$38.6K - $44.1K
|
60.2K
$15.4M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
316+ 6.11% |
$38.2K - $43.7K
|
5.48K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
314+ 13.27% |
$38K - $43.5K
|
2.68K
$685K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
313+ 4.31% |
$37.8K - $43.3K
|
7.58K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
313+ 1.48% |
$37.8K - $43.3K
|
21.5K
$5.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
312+ 18.11% |
$37.7K - $43.2K
|
2.04K
$520K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
311+ 2.67% |
$37.6K - $43K
|
12K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
309+ 10.86% |
$37.4K - $42.8K
|
3.16K
$807K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
307+ 5.65% |
$37.1K - $42.5K
|
5.74K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
306+ 9.88% |
$37K - $42.4K
|
3.4K
$870K
|