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 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-158- 1.88% |
$19.1K - $21.9K
|
8.25K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-159- 0.77% |
$19.2K - $22K
|
20.6K
$4.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-160- 8.77% |
$19.3K - $22.1K
|
1.66K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 19.49% |
$19.3K - $22.1K
|
661
$149K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-162- 2.23% |
$19.6K - $22.4K
|
7.1K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-164- 2.81% |
$19.8K - $22.7K
|
5.67K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-164- 1.62% |
$19.8K - $22.7K
|
9.96K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-165- 2.04% |
$19.9K - $22.8K
|
7.94K
$1.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-168- 2.61% |
$20.3K - $23.3K
|
6.27K
$1.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-171- 0.44% |
$20.7K - $23.7K
|
38.8K
$8.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-172- 1.24% |
$20.8K - $23.8K
|
13.7K
$3.1M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-173- 7.9% |
$20.9K - $23.9K
|
2.02K
$456K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-174- 5.99% |
$21K - $24.1K
|
2.73K
$618K
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-175- 0.49% |
$21.2K - $24.2K
|
35.2K
$7.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-176- 10.05% |
$21.3K - $24.4K
|
1.58K
$356K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-177- 8.79% |
$21.4K - $24.5K
|
1.84K
$415K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-180- 0.89% |
$21.8K - $24.9K
|
20K
$4.52M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-184- 0.52% |
$22.2K - $25.5K
|
35.4K
$8.01M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-186- 6.09% |
$22.5K - $25.7K
|
2.87K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-188- 0.29% |
$22.7K - $26K
|
65.2K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-188- 8.17% |
$22.7K - $26K
|
2.11K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-189- 7.85% |
$22.9K - $26.2K
|
2.22K
$501K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-190- 4.78% |
$23K - $26.3K
|
3.79K
$856K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-190- 3.07% |
$23K - $26.3K
|
6K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-194- 2.49% |
$23.5K - $26.8K
|
7.59K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-199- 6.3% |
$24.1K - $27.5K
|
2.96K
$669K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-200- 2.31% |
$24.2K - $27.7K
|
8.46K
$1.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 26.32% |
$24.2K - $27.7K
|
560
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 7.06% |
$24.2K - $27.7K
|
2.63K
$595K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200- 3.55% |
$24.2K - $27.7K
|
5.43K
$1.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-202- 5.63% |
$24.4K - $28K
|
3.39K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-202- 3.24% |
$24.4K - $28K
|
6.03K
$1.36M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-203- 4.02% |
$24.5K - $28.1K
|
4.84K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-205- 8.8% |
$24.8K - $28.4K
|
2.13K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-205- 4.81% |
$24.8K - $28.4K
|
4.06K
$917K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-207- 11.31% |
$25K - $28.6K
|
1.62K
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-208- 3.45% |
$25.1K - $28.8K
|
5.81K
$1.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-208- 1.88% |
$25.1K - $28.8K
|
10.9K
$2.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-208- 2.39% |
$25.1K - $28.8K
|
8.49K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-210- 10.18% |
$25.4K - $29.1K
|
1.85K
$419K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-212- 3.62% |
$25.6K - $29.3K
|
5.64K
$1.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-214- 1.57% |
$25.9K - $29.6K
|
13.4K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-214- 11.81% |
$25.9K - $29.6K
|
1.6K
$361K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-217- 7.32% |
$26.2K - $30K
|
2.75K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-218- 2.19% |
$26.4K - $30.2K
|
9.74K
$2.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-218- 3.21% |
$26.4K - $30.2K
|
6.57K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-218- 8.17% |
$26.4K - $30.2K
|
2.45K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-218- 2.18% |
$26.4K - $30.2K
|
9.77K
$2.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-221- 0.47% |
$26.7K - $30.6K
|
47.2K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-221- 4.48% |
$26.7K - $30.6K
|
4.71K
$1.06M
|