Purchases and Sales Made in Q4 2021 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.06KNew |
$238K - $285K
|
2.06K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.05K+ 4.52% |
$238K - $284K
|
47.5K
$12.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.04K+ 5.74% |
$236K - $282K
|
37.6K
$9.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.04K+ 7.05% |
$236K - $282K
|
31K
$7.91M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.04KNew |
$236K - $281K
|
2.04K
$521K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.04KNew |
$236K - $281K
|
2.04K
$520K
|
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.03K+ 8.73% |
$235K - $281K
|
25.3K
$6.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.02K+ 7.81% |
$234K - $279K
|
27.9K
$7.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.02K+ 11.52% |
$234K - $279K
|
19.5K
$5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.01KNew |
$232K - $277K
|
2.01K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
2KNew |
$232K - $277K
|
2K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
2K+ 32.67% |
$231K - $276K
|
8.11K
$2.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
1.99K+ 7.09% |
$230K - $275K
|
30.1K
$7.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
1.98K+ 2.77% |
$229K - $273K
|
73.2K
$18.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 13.3% |
$227K - $271K
|
16.7K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.96KNew |
$227K - $271K
|
1.96K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.93K+ 9.14% |
$224K - $267K
|
23.1K
$5.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.93K+ 23.6% |
$224K - $267K
|
10.1K
$2.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$222K - $265K
|
1.92K
$490K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.91KNew |
$222K - $265K
|
1.91K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.91K+ 2.56% |
$221K - $264K
|
76.6K
$19.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.91KNew |
$221K - $264K
|
1.91K
$489K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.91K+ 42.43% |
$221K - $264K
|
6.4K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$219K - $261K
|
1.89K
$483K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.88KNew |
$218K - $260K
|
1.88K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.88KNew |
$218K - $260K
|
1.88K
$481K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$217K - $260K
|
1.88K
$480K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.87KNew |
$217K - $259K
|
1.87K
$479K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.87KNew |
$217K - $259K
|
1.87K
$478K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.87K+ 15.51% |
$217K - $259K
|
13.9K
$3.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.87K+ 14.34% |
$216K - $258K
|
14.9K
$3.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.86KNew |
$216K - $257K
|
1.86K
$476K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
1.86KNew |
$216K - $257K
|
1.86K
$476K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.85K+ 3.63% |
$214K - $256K
|
52.8K
$13.5M
|
|
|
Feb 15, 2022
Q4 2021
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.85K+ 8.69% |
$214K - $256K
|
23.1K
$5.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.85KNew |
$214K - $255K
|
1.85K
$473K
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.85KNew |
$214K - $255K
|
1.85K
$472K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.84K+ 4.52% |
$213K - $254K
|
42.5K
$10.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.83KNew |
$212K - $254K
|
1.83K
$469K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1.83K+ 6.03% |
$211K - $252K
|
32.1K
$8.21M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.82KNew |
$211K - $252K
|
1.82K
$466K
|
|
|
Jan 31, 2022
Q4 2021
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$209K - $249K
|
1.8K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.8KNew |
$208K - $249K
|
1.8K
$460K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.8K+ 13.22% |
$208K - $248K
|
15.4K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.79KNew |
$208K - $248K
|
1.79K
$459K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.79K+ 3.44% |
$208K - $248K
|
53.9K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79K+ 15.73% |
$208K - $248K
|
13.2K
$3.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.79K+ 4.5% |
$207K - $248K
|
41.6K
$10.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
1.78K+ 12.16% |
$206K - $246K
|
16.4K
$4.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.78K+ 3.33% |
$206K - $246K
|
55.3K
$14.1M
|