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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.02KNew |
$365K - $418K
|
3.02K
$674K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.98KNew |
$360K - $413K
|
2.98K
$666K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.92KNew |
$354K - $405K
|
2.92K
$653K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
2.92K+ 124.59% |
$353K - $404K
|
5.26K
$1.17M
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.9K+ 20.25% |
$351K - $401K
|
17.2K
$3.85M
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.89K+ 7.56% |
$350K - $401K
|
41.2K
$9.19M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.89K+ 2.49% |
$349K - $400K
|
119K
$26.6M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.86K+ 1.38% |
$346K - $396K
|
211K
$47M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.81K+ 6.88% |
$340K - $389K
|
43.7K
$9.75M
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.8K+ 24.51% |
$338K - $387K
|
14.2K
$3.17M
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.79K+ 6.07% |
$337K - $385K
|
48.7K
$10.9M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.75KNew |
$332K - $380K
|
2.75K
$614K
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.71KNew |
$328K - $376K
|
2.71K
$606K
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.71KNew |
$328K - $375K
|
2.71K
$606K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.71K+ 3.96% |
$327K - $374K
|
71K
$15.9M
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
2.68K+ 44.65% |
$324K - $371K
|
8.68K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.64K+ 3.78% |
$319K - $366K
|
72.5K
$16.2M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.63K+ 10.93% |
$318K - $365K
|
26.7K
$5.97M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.63K+ 5.14% |
$318K - $364K
|
53.8K
$12M
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.59KNew |
$313K - $358K
|
2.59K
$578K
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2.57K+ 13.96% |
$310K - $355K
|
20.9K
$4.67M
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.56K+ 6.42% |
$310K - $354K
|
42.5K
$9.48M
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
2.53K+ 5.49% |
$306K - $350K
|
48.6K
$10.8M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.53K+ 5.51% |
$305K - $349K
|
48.3K
$10.8M
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.48K+ 4.66% |
$299K - $343K
|
55.6K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.46K+ 3.4% |
$297K - $340K
|
74.6K
$16.7M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.42K+ 25.99% |
$292K - $335K
|
11.7K
$2.62M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.42K+ 8.81% |
$292K - $335K
|
29.9K
$6.67M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 2.01% |
$290K - $332K
|
122K
$27.1M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.38K+ 10.79% |
$288K - $329K
|
24.4K
$5.46M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$283K - $324K
|
2.34K
$523K
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.32K+ 4.62% |
$280K - $321K
|
52.6K
$11.7M
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.32K+ 4.32% |
$280K - $321K
|
55.9K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.3K+ 4.64% |
$277K - $318K
|
51.7K
$11.6M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.28K+ 5.71% |
$276K - $315K
|
42.2K
$9.42M
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.27K+ 5.64% |
$274K - $314K
|
42.5K
$9.48M
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.25K+ 63.67% |
$272K - $311K
|
5.78K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.25K+ 30.29% |
$272K - $311K
|
9.68K
$2.16M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 9.09% |
$265K - $304K
|
26.3K
$5.88M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 99.68% |
$265K - $303K
|
4.39K
$979K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$263K - $301K
|
2.18K
$486K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 73.51% |
$261K - $299K
|
5.1K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.16K+ 216000.0% |
$261K - $299K
|
2.16K
$482K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.15K+ 11.01% |
$260K - $297K
|
21.6K
$4.83M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 3.64% |
$259K - $297K
|
61.1K
$13.6M
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$259K - $297K
|
2.15K
$479K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 12.74% |
$259K - $297K
|
19K
$4.23M
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
$258K - $295K
|
2.13K
$476K
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.11K+ 0.28% |
$256K - $293K
|
756K
$169M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 2.81% |
$255K - $292K
|
77.3K
$17.3M
|