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
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-387- 10.03% |
$46.8K - $53.6K
|
3.47K
$888K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-389- 64.62% |
$47K - $53.8K
|
213
$54.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-390- 8.8% |
$47.2K - $54K
|
4.04K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-391- 12.88% |
$47.3K - $54.1K
|
2.64K
$676K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-396- 0.52% |
$47.9K - $54.8K
|
75.3K
$19.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-397- 11.59% |
$48K - $54.9K
|
3.03K
$774K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-397- 1.33% |
$48K - $54.9K
|
29.5K
$7.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-399- 3.79% |
$48.2K - $55.2K
|
10.1K
$2.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-400- 18.43% |
$48.4K - $55.4K
|
1.77K
$453K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-400- 13.33% |
$48.4K - $55.4K
|
2.6K
$665K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-402- 24.39% |
$48.6K - $55.6K
|
1.25K
$319K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-403- 6.98% |
$48.7K - $55.8K
|
5.37K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-405- 3.42% |
$49K - $56.1K
|
11.4K
$2.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-406- 3.68% |
$49.1K - $56.2K
|
10.6K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-408- 9.68% |
$49.3K - $56.5K
|
3.81K
$973K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-413- 3.37% |
$49.9K - $57.2K
|
11.8K
$3.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-414- 14.08% |
$50.1K - $57.3K
|
2.53K
$646K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-415- 0.75% |
$50.2K - $57.4K
|
54.7K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-430- 2.09% |
$52K - $59.5K
|
20.2K
$5.16M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-431- 3.58% |
$52.1K - $59.7K
|
11.6K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-433- 0.11% |
$52.3K - $59.9K
|
386K
$98.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-440- 3.64% |
$53.2K - $60.9K
|
11.7K
$2.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-442- 0.61% |
$53.4K - $61.2K
|
71.6K
$18.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-443- 11.75% |
$53.6K - $61.3K
|
3.33K
$850K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-444- 6.08% |
$53.7K - $61.4K
|
6.86K
$1.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-445- 2.53% |
$53.8K - $61.6K
|
17.2K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-448- 3.09% |
$54.2K - $62K
|
14K
$3.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-450- 6.49% |
$54.4K - $62.3K
|
6.48K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-450- 7.57% |
$54.4K - $62.3K
|
5.49K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-450- 3.2% |
$54.4K - $62.3K
|
13.6K
$3.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-450- 1.57% |
$54.4K - $62.3K
|
28.2K
$7.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-451- 0.86% |
$54.5K - $62.4K
|
52K
$13.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-455- 20.46% |
$55K - $63K
|
1.77K
$452K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-458- 12.73% |
$55.4K - $63.4K
|
3.14K
$803K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-462- 18.59% |
$55.9K - $63.9K
|
2.02K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-465- 21.22% |
$56.2K - $64.4K
|
1.73K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-474- 2.71% |
$57.3K - $65.6K
|
17K
$4.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-475- 6.16% |
$57.4K - $65.7K
|
7.23K
$1.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-478- 7.44% |
$57.8K - $66.2K
|
5.95K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-482- 1.29% |
$58.3K - $66.7K
|
36.9K
$9.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-483- 3.45% |
$58.4K - $66.8K
|
13.5K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-483- 5.27% |
$58.4K - $66.8K
|
8.69K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-485- 0.33% |
$58.6K - $67.1K
|
145K
$37.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-487- 11.42% |
$58.9K - $67.4K
|
3.78K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-489- 0.96% |
$59.1K - $67.7K
|
50.5K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-491- 2.48% |
$59.4K - $68K
|
19.3K
$4.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-494- 1.65% |
$59.7K - $68.4K
|
29.5K
$7.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-500- 1.71% |
$60.5K - $69.2K
|
28.7K
$7.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-502- 8.03% |
$60.7K - $69.5K
|
5.75K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-505- 41.39% |
$61.1K - $69.9K
|
715
$183K
|