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
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.89K- 3.64% |
$228K - $261K
|
50K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 3.15% |
$231K - $264K
|
58.6K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.92K- 17.72% |
$232K - $265K
|
8.89K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.93K- 28.34% |
$233K - $267K
|
4.88K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.94K- 26.67% |
$235K - $268K
|
5.34K
$1.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.98K- 2.55% |
$239K - $273K
|
75.4K
$17M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.01K- 47.68% |
$243K - $278K
|
2.2K
$498K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.04K- 11.11% |
$246K - $282K
|
16.3K
$3.68M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.06K- 6.91% |
$248K - $284K
|
27.7K
$6.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.07K- 3.2% |
$250K - $286K
|
62.6K
$14.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-2.08K- 17.37% |
$251K - $287K
|
9.88K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.08K- 3.07% |
$251K - $288K
|
65.7K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.12K- 47.04% |
$257K - $294K
|
2.39K
$540K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.13K- 26.85% |
$257K - $295K
|
5.8K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.15K- 3.13% |
$260K - $298K
|
66.7K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.17K- 7.61% |
$262K - $300K
|
26.3K
$5.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.19K- 11.37% |
$265K - $303K
|
17.1K
$3.86M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-2.26K- 12.01% |
$273K - $313K
|
16.6K
$3.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-2.27K- 10.27% |
$275K - $314K
|
19.9K
$4.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.27K- 6.93% |
$275K - $315K
|
30.5K
$6.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 15.0% |
$280K - $321K
|
13.1K
$2.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.34K- 6.4% |
$283K - $324K
|
34.3K
$7.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.37K- 4.54% |
$286K - $328K
|
49.8K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.38K- 14.17% |
$287K - $329K
|
14.4K
$3.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.39K- 4.35% |
$289K - $331K
|
52.5K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-2.42K- 1.6% |
$292K - $335K
|
149K
$33.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-2.42K- 6.9% |
$292K - $335K
|
32.6K
$7.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.42K- 5.85% |
$292K - $335K
|
38.9K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.43K- 12.77% |
$294K - $336K
|
16.6K
$3.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-2.46K- 3.1% |
$297K - $340K
|
76.7K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.47K- 4.49% |
$299K - $342K
|
52.5K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.49K- 30.74% |
$300K - $344K
|
5.6K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.49K- 22.4% |
$301K - $344K
|
8.62K
$1.95M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.49K- 22.4% |
$301K - $344K
|
8.62K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.5K- 3.86% |
$302K - $346K
|
62.3K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.5K- 25.0% |
$302K - $346K
|
7.5K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.5K- 32.24% |
$303K - $347K
|
5.26K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.53K- 39.45% |
$306K - $350K
|
3.89K
$878K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.55K- 22.2% |
$308K - $352K
|
8.92K
$2.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.57K- 3.05% |
$311K - $356K
|
81.6K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.59K- 1.85% |
$313K - $358K
|
137K
$31M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.6K- 37.99% |
$314K - $359K
|
4.24K
$957K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 4.42% |
$314K - $360K
|
56.2K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.6K- 51.93% |
$314K - $360K
|
2.41K
$544K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.6K- 51.93% |
$314K - $360K
|
2.41K
$544K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.6K- 19.11% |
$315K - $360K
|
11K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.66K- 2.16% |
$321K - $368K
|
120K
$27.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.72K- 6.58% |
$328K - $376K
|
38.6K
$8.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.73K- 8.98% |
$330K - $378K
|
27.7K
$6.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.74K- 42.49% |
$331K - $379K
|
3.7K
$837K
|