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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.15K+ 40.5% |
$596K - $712K
|
17.9K
$3.99M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
5.14KNew |
$595K - $710K
|
5.14K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5.11K+ 9.7% |
$592K - $706K
|
57.8K
$12.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$591K - $705K
|
5.1K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.08K+ 94.95% |
$588K - $702K
|
10.4K
$2.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.07K+ 30.91% |
$587K - $701K
|
21.5K
$4.79M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
5.05K+ 2.35% |
$585K - $698K
|
220K
$49.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.03K+ 124.63% |
$582K - $695K
|
9.06K
$2.02M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.03K+ 20.19% |
$582K - $695K
|
29.9K
$6.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
4.96KNew |
$574K - $686K
|
4.96K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.94KNew |
$572K - $682K
|
4.94K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
4.93K+ 6.6% |
$571K - $682K
|
79.7K
$17.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4.92K+ 34.02% |
$570K - $680K
|
19.4K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$567K - $677K
|
4.9K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.84K+ 38.51% |
$560K - $669K
|
17.4K
$3.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
4.82KNew |
$558K - $666K
|
4.82K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.79K+ 47.54% |
$554K - $662K
|
14.9K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.74K+ 245.98% |
$549K - $655K
|
6.67K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.69KNew |
$544K - $649K
|
4.69K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.69K+ 104.9% |
$543K - $649K
|
9.17K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 3.19% |
$542K - $647K
|
151K
$33.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.67KNew |
$540K - $645K
|
4.67K
$1.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.58KNew |
$530K - $633K
|
4.58K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.58KNew |
$530K - $633K
|
4.58K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.58KNew |
$530K - $633K
|
4.58K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
4.56KNew |
$528K - $630K
|
4.56K
$1.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.56KNew |
$528K - $630K
|
4.56K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.55KNew |
$526K - $628K
|
4.55K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.54K+ 35.66% |
$526K - $628K
|
17.3K
$3.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.51K+ 81.59% |
$523K - $624K
|
10K
$2.24M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.49KNew |
$520K - $621K
|
4.49K
$1M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.42K+ 23.45% |
$512K - $612K
|
23.3K
$5.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.41K+ 24.64% |
$511K - $610K
|
22.3K
$4.99M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
4.38K+ 4.46% |
$508K - $606K
|
103K
$22.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.37K+ 8.92% |
$506K - $604K
|
53.4K
$11.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
4.36KNew |
$505K - $603K
|
4.36K
$974K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.32KNew |
$500K - $597K
|
4.32K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.27KNew |
$494K - $590K
|
4.27K
$953K
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.26K+ 3.8% |
$493K - $589K
|
116K
$26M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.24KNew |
$491K - $586K
|
4.24K
$947K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
4.23K+ 11.14% |
$490K - $585K
|
42.2K
$9.42M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.21K+ 8.33% |
$488K - $583K
|
54.8K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
4.2K+ 87.77% |
$486K - $581K
|
8.99K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.18K+ 3.39% |
$484K - $578K
|
128K
$28.5M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.18K+ 38.62% |
$484K - $577K
|
15K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.16K+ 29.98% |
$482K - $575K
|
18K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
4.14KNew |
$480K - $573K
|
4.14K
$925K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.12K+ 7.44% |
$477K - $569K
|
59.5K
$13.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
4.1K+ 36.53% |
$475K - $567K
|
15.3K
$3.42M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4KNew |
$463K - $553K
|
4K
$893K
|