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 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-526- 3.46% |
$63.6K - $72.8K
|
14.7K
$3.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-527- 12.08% |
$63.7K - $72.9K
|
3.84K
$867K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-530- 1.43% |
$64.1K - $73.4K
|
36.5K
$8.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-538- 3.11% |
$65K - $74.5K
|
16.8K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-549- 24.63% |
$66.4K - $76K
|
1.68K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-555- 22.52% |
$67.1K - $76.8K
|
1.91K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-555- 2.55% |
$67.1K - $76.8K
|
21.2K
$4.79M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-561- 3.06% |
$67.8K - $77.6K
|
17.8K
$4.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-572- 3.22% |
$69.2K - $79.2K
|
17.2K
$3.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-572- 15.61% |
$69.2K - $79.2K
|
3.09K
$699K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-575- 7.12% |
$69.5K - $79.6K
|
7.51K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-583- 3.95% |
$70.5K - $80.7K
|
14.2K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-590- 20.23% |
$71.3K - $81.7K
|
2.33K
$526K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-590- 1.85% |
$71.3K - $81.7K
|
31.3K
$7.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-594- 6.24% |
$71.8K - $82.2K
|
8.93K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-594- 8.25% |
$71.8K - $82.2K
|
6.61K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-614- 28.93% |
$74.2K - $85K
|
1.51K
$341K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-630- 94.59% |
$76.2K - $87.2K
|
36
$8.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-630- 5.48% |
$76.2K - $87.2K
|
10.9K
$2.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-632- 11.77% |
$76.4K - $87.5K
|
4.74K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-635- 2.26% |
$76.8K - $87.9K
|
27.4K
$6.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-638- 13.15% |
$77.1K - $88.3K
|
4.21K
$953K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-641- 6.58% |
$77.5K - $88.7K
|
9.11K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-641- 10.02% |
$77.5K - $88.7K
|
5.76K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-649- 5.98% |
$78.5K - $89.8K
|
10.2K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-649- 8.96% |
$78.5K - $89.8K
|
6.59K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-655- 5.1% |
$79.2K - $90.7K
|
12.2K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-659- 2.87% |
$79.7K - $91.2K
|
22.3K
$5.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-662- 4.39% |
$80K - $91.6K
|
14.4K
$3.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-668- 8.49% |
$80.8K - $92.5K
|
7.2K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-670- 20.58% |
$81K - $92.7K
|
2.59K
$585K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-684- 2.43% |
$82.7K - $94.7K
|
27.4K
$6.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-686- 1.11% |
$82.9K - $94.9K
|
61.2K
$13.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-691- 4.64% |
$83.5K - $95.6K
|
14.2K
$3.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-691- 7.92% |
$83.5K - $95.6K
|
8.04K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-692- 14.55% |
$83.7K - $95.8K
|
4.06K
$919K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-693- 4.96% |
$83.8K - $95.9K
|
13.3K
$3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-696- 25.23% |
$84.1K - $96.3K
|
2.06K
$466K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-698- 3.66% |
$84.4K - $96.6K
|
18.4K
$4.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-699- 3.34% |
$84.5K - $96.7K
|
20.2K
$4.57M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-700- 11.35% |
$84.6K - $96.9K
|
5.47K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-700- 5.81% |
$84.6K - $96.9K
|
11.3K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-703- 3.93% |
$85K - $97.3K
|
17.2K
$3.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-707- 14.06% |
$85.5K - $97.8K
|
4.32K
$976K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-709- 19.65% |
$85.7K - $98.1K
|
2.9K
$656K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-710- 6.44% |
$85.8K - $98.3K
|
10.3K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-715- 1.62% |
$86.4K - $99K
|
43.3K
$9.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-724- 14.46% |
$87.5K - $100K
|
4.28K
$968K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-733- 0.98% |
$88.6K - $101K
|
74.1K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-737- 17.46% |
$89.1K - $102K
|
3.48K
$787K
|