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 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-287- 10.56% |
$34.7K - $39.7K
|
2.43K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-287- 15.26% |
$34.7K - $39.7K
|
1.59K
$360K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-290- 4.34% |
$35.1K - $40.1K
|
6.39K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-292- 10.8% |
$35.3K - $40.4K
|
2.41K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-292- 10.8% |
$35.3K - $40.4K
|
2.41K
$545K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-297- 10.4% |
$35.9K - $41.1K
|
2.56K
$579K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-297- 5.36% |
$35.9K - $41.1K
|
5.24K
$1.19M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-300- 11.01% |
$36.3K - $41.5K
|
2.43K
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 47.62% |
$36.3K - $41.5K
|
330
$74.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-301- 2.52% |
$36.4K - $41.7K
|
11.6K
$2.63M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-302- 11.08% |
$36.5K - $41.8K
|
2.42K
$548K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-302- 9.69% |
$36.5K - $41.8K
|
2.82K
$637K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-302- 3.71% |
$36.5K - $41.8K
|
7.84K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-303- 16.62% |
$36.6K - $41.9K
|
1.52K
$344K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-308- 2.38% |
$37.2K - $42.6K
|
12.6K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-308- 13.81% |
$37.2K - $42.6K
|
1.92K
$434K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-309- 2.99% |
$37.4K - $42.8K
|
10K
$2.26M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-313- 5.54% |
$37.8K - $43.3K
|
5.34K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-313- 4.83% |
$37.8K - $43.3K
|
6.17K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-313- 5.53% |
$37.8K - $43.3K
|
5.35K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-314- 10.67% |
$38K - $43.5K
|
2.63K
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-316- 5.69% |
$38.2K - $43.7K
|
5.24K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-322- 5.62% |
$38.9K - $44.6K
|
5.41K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-322- 2.13% |
$38.9K - $44.6K
|
14.8K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-322- 2.57% |
$38.9K - $44.6K
|
12.2K
$2.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-324- 17.21% |
$39.2K - $44.8K
|
1.56K
$352K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-330- 8.11% |
$39.9K - $45.7K
|
3.74K
$845K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-336- 1.8% |
$40.6K - $46.5K
|
18.3K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-340- 2.22% |
$41.1K - $47.1K
|
15K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-341- 3.1% |
$41.2K - $47.2K
|
10.7K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-342- 9.66% |
$41.3K - $47.3K
|
3.2K
$723K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-345- 8.98% |
$41.7K - $47.7K
|
3.5K
$791K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-347- 6.2% |
$42K - $48K
|
5.25K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-348- 57.81% |
$42.1K - $48.2K
|
254
$57.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-355- 6.93% |
$42.9K - $49.1K
|
4.77K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-357- 11.29% |
$43.2K - $49.4K
|
2.81K
$634K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-357- 2.55% |
$43.2K - $49.4K
|
13.7K
$3.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-357- 14.1% |
$43.2K - $49.4K
|
2.18K
$492K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-359- 2.2% |
$43.4K - $49.7K
|
16K
$3.61M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-363- 0.33% |
$43.9K - $50.2K
|
111K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-363- 4.31% |
$43.9K - $50.2K
|
8.07K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-370- 7.34% |
$44.7K - $51.2K
|
4.67K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-371- 2.02% |
$44.9K - $51.3K
|
18K
$4.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-373- 9.15% |
$45.1K - $51.6K
|
3.71K
$837K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-375- 4.42% |
$45.3K - $51.9K
|
8.1K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-377- 12.78% |
$45.6K - $52.2K
|
2.57K
$581K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-377- 19.13% |
$45.6K - $52.2K
|
1.59K
$360K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-382- 3.96% |
$46.2K - $52.9K
|
9.26K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-383- 4.65% |
$46.3K - $53K
|
7.86K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-387- 10.03% |
$46.8K - $53.6K
|
3.47K
$785K
|