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 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.26K- 22.35% |
$153K - $175K
|
4.39K
$991K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.28K- 10.8% |
$155K - $177K
|
10.6K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.29K- 7.91% |
$156K - $179K
|
15K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.32K- 46.95% |
$160K - $183K
|
1.5K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 10.16% |
$162K - $185K
|
11.8K
$2.68M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.35K- 3.28% |
$163K - $187K
|
39.9K
$9.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.35K- 32.68% |
$164K - $187K
|
2.79K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.37K- 2.74% |
$165K - $189K
|
48.5K
$11M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.37K- 19.22% |
$165K - $189K
|
5.75K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.38K- 16.73% |
$167K - $191K
|
6.88K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.4K- 44.47% |
$169K - $194K
|
1.75K
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.43K- 6.08% |
$173K - $198K
|
22.1K
$4.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.45K- 7.38% |
$175K - $200K
|
18.2K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.48K- 11.18% |
$179K - $205K
|
11.8K
$2.66M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.49K- 18.56% |
$180K - $206K
|
6.53K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.49K- 2.13% |
$180K - $206K
|
68.3K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.49K- 0.05% |
$180K - $206K
|
2.98M
$673M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 98.68% |
$180K - $206K
|
20
$4.52K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.51K- 3.23% |
$183K - $210K
|
45.4K
$10.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.52K- 12.44% |
$184K - $211K
|
10.7K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.52K- 8.81% |
$184K - $211K
|
15.8K
$3.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 14.93% |
$187K - $214K
|
8.81K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 0.95% |
$187K - $214K
|
161K
$36.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.57K- 2.7% |
$190K - $218K
|
56.7K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.58K- 12.6% |
$191K - $219K
|
11K
$2.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.58K- 16.05% |
$191K - $219K
|
8.28K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.61K- 35.08% |
$195K - $223K
|
2.98K
$674K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.62K- 9.65% |
$195K - $224K
|
15.1K
$3.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.69K- 2.99% |
$204K - $234K
|
54.8K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.69K- 2.72% |
$205K - $234K
|
60.4K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 41.43% |
$205K - $234K
|
2.4K
$541K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 41.43% |
$205K - $234K
|
2.4K
$541K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.7K- 5.73% |
$206K - $235K
|
28K
$6.33M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.7K- 77.27% |
$206K - $235K
|
500
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.63% |
$206K - $236K
|
103K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.71K- 26.87% |
$207K - $237K
|
4.66K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.75K- 6.53% |
$212K - $243K
|
25.1K
$5.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.77K- 9.9% |
$213K - $244K
|
16.1K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.77K- 48.75% |
$214K - $245K
|
1.86K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 8.97% |
$215K - $246K
|
18K
$4.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.78K- 11.19% |
$215K - $246K
|
14.1K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.8K- 46.77% |
$217K - $249K
|
2.04K
$462K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.8K- 16.93% |
$217K - $249K
|
8.82K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.8K- 28.59% |
$217K - $249K
|
4.49K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.8K- 3.17% |
$217K - $249K
|
54.9K
$12.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-1.81K- 33.8% |
$218K - $250K
|
3.54K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 10.52% |
$220K - $251K
|
15.4K
$3.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 5.08% |
$221K - $253K
|
34.2K
$7.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.83K- 2.57% |
$221K - $253K
|
69.4K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.88K- 23.47% |
$227K - $260K
|
6.11K
$1.38M
|