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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
298+ 1.43% |
$34.5K - $41.2K
|
21.1K
$5.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
298+ 8.16% |
$34.5K - $41.2K
|
3.95K
$1.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
297+ 11.27% |
$34.4K - $41.1K
|
2.93K
$750K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
296+ 3.84% |
$34.3K - $40.9K
|
8K
$2.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
296+ 18.56% |
$34.3K - $40.9K
|
1.89K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
290+ 10.2% |
$33.6K - $40.1K
|
3.13K
$801K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
290+ 17.06% |
$33.6K - $40.1K
|
1.99K
$509K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
287+ 18.64% |
$33.2K - $39.7K
|
1.83K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
287New |
$33.2K - $39.7K
|
287
$73.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
283+ 6.68% |
$32.8K - $39.1K
|
4.52K
$1.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
281+ 7.49% |
$32.5K - $38.8K
|
4.03K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
281+ 46.83% |
$32.5K - $38.8K
|
881
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
280New |
$32.4K - $38.7K
|
280
$71.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
276+ 1.45% |
$32K - $38.2K
|
19.3K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
275New |
$31.8K - $38K
|
275
$70.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
272+ 5.11% |
$31.5K - $37.6K
|
5.6K
$1.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
268+ 3.33% |
$31K - $37.1K
|
8.31K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
263+ 63.53% |
$30.5K - $36.4K
|
677
$173K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
262+ 16.45% |
$30.3K - $36.2K
|
1.86K
$474K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
260+ 1.32% |
$30.1K - $35.9K
|
20K
$5.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
259+ 1.11% |
$30K - $35.8K
|
23.5K
$6.02M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
254+ 17.35% |
$29.4K - $35.1K
|
1.72K
$439K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 0.92% |
$29K - $34.6K
|
27.3K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
246+ 4.96% |
$28.5K - $34K
|
5.21K
$1.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
246+ 11.17% |
$28.5K - $34K
|
2.45K
$626K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
242+ 2.82% |
$28K - $33.5K
|
8.83K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
242+ 4.26% |
$28K - $33.5K
|
5.92K
$1.51M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
240New |
$27.8K - $33.2K
|
240
$61.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
240+ 0.21% |
$27.8K - $33.2K
|
113K
$28.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
237+ 12.93% |
$27.4K - $32.8K
|
2.07K
$529K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
235+ 4.43% |
$27.2K - $32.5K
|
5.53K
$1.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
231+ 3.62% |
$26.8K - $31.9K
|
6.61K
$1.69M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
228New |
$26.4K - $31.5K
|
228
$58.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
227+ 1.66% |
$26.3K - $31.4K
|
13.9K
$3.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
227+ 3.56% |
$26.3K - $31.4K
|
6.6K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
226+ 9.06% |
$26.2K - $31.2K
|
2.72K
$696K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
225+ 4.72% |
$26.1K - $31.1K
|
4.99K
$1.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
225+ 0.96% |
$26.1K - $31.1K
|
23.7K
$6.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
225+ 3.17% |
$26.1K - $31.1K
|
7.33K
$1.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
222+ 2.54% |
$25.7K - $30.7K
|
8.98K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
219+ 0.83% |
$25.4K - $30.3K
|
26.5K
$6.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
219+ 1.7% |
$25.4K - $30.3K
|
13.1K
$3.35M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
217+ 1.5% |
$25.1K - $30K
|
14.7K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 6.83% |
$25.1K - $30K
|
3.39K
$868K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
215+ 537.5% |
$24.9K - $29.7K
|
255
$65.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
215New |
$24.9K - $29.7K
|
215
$55K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
213New |
$24.7K - $29.4K
|
213
$54.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
210+ 1.9% |
$24.3K - $29K
|
11.3K
$2.89M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
209+ 2.93% |
$24.2K - $28.9K
|
7.34K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
207+ 38.62% |
$24K - $28.6K
|
743
$190K
|