Purchases and Sales Made in Q4 2022 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 2022. 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 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-212- 2.83% |
$25K - $31.9K
|
7.28K
$1.64M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-213- 8.61% |
$25.1K - $32.1K
|
2.26K
$508K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-214- 11.66% |
$25.2K - $32.2K
|
1.62K
$365K
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-214- 9.94% |
$25.2K - $32.2K
|
1.94K
$436K
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-215- 12.46% |
$25.3K - $32.4K
|
1.51K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-215- 3.31% |
$25.3K - $32.4K
|
6.28K
$1.41M
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-216- 7.85% |
$25.4K - $32.5K
|
2.53K
$570K
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-217- 2.32% |
$25.6K - $32.7K
|
9.13K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-217- 0.86% |
$25.6K - $32.7K
|
25.1K
$5.64M
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-217- 1.6% |
$25.6K - $32.7K
|
13.4K
$3.01M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-218- 5.86% |
$25.7K - $32.8K
|
3.51K
$788K
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-219- 1.97% |
$25.8K - $33K
|
10.9K
$2.45M
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-225- 6.11% |
$26.5K - $33.9K
|
3.46K
$777K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 1.81% |
$26.5K - $33.9K
|
12.2K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-225- 4.63% |
$26.5K - $33.9K
|
4.63K
$1.04M
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-228- 1.12% |
$26.8K - $34.3K
|
20.2K
$4.54M
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-228- 0.93% |
$26.8K - $34.3K
|
24.2K
$5.44M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-228- 1.17% |
$26.8K - $34.3K
|
19.3K
$4.35M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-232- 2.85% |
$27.3K - $34.9K
|
7.9K
$1.78M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-235- 0.15% |
$27.7K - $35.4K
|
160K
$36M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-235- 0.4% |
$27.7K - $35.4K
|
59.1K
$13.3M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-236- 1.29% |
$27.8K - $35.5K
|
18K
$4.06M
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-237- 2.38% |
$27.9K - $35.7K
|
9.72K
$2.19M
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-237- 1.36% |
$27.9K - $35.7K
|
17.2K
$3.86M
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-241- 2.58% |
$28.4K - $36.3K
|
9.11K
$2.05M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-249- 2.11% |
$29.3K - $37.5K
|
11.6K
$2.6M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-249- 4.69% |
$29.3K - $37.5K
|
5.06K
$1.14M
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-249- 6.78% |
$29.3K - $37.5K
|
3.43K
$770K
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-250- 4.21% |
$29.4K - $37.7K
|
5.7K
$1.28M
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 5.57% |
$29.4K - $37.7K
|
4.24K
$952K
|
|
Feb 08, 2023
Q4 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-250- 14.71% |
$29.4K - $37.7K
|
1.45K
$326K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-250- 8.31% |
$29.4K - $37.7K
|
2.76K
$620K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-252- 2.38% |
$29.7K - $38K
|
10.3K
$2.32M
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-255- 0.83% |
$30K - $38.4K
|
30.4K
$6.82M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-257- 1.04% |
$30.3K - $38.7K
|
24.4K
$5.47M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-262- 4.45% |
$30.9K - $39.5K
|
5.63K
$1.27M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-263- 38.85% |
$31K - $39.6K
|
414
$93.1K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-264- 3.57% |
$31.1K - $39.8K
|
7.13K
$1.6M
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-270- 8.47% |
$31.8K - $40.7K
|
2.92K
$656K
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-272- 0.33% |
$32K - $41K
|
81K
$18.2M
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-274- 4.0% |
$32.3K - $41.3K
|
6.57K
$1.48M
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-278- 4.35% |
$32.7K - $41.9K
|
6.11K
$1.37M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-279- 10.41% |
$32.9K - $42K
|
2.4K
$540K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-280- 4.37% |
$33K - $42.2K
|
6.13K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-283- 12.27% |
$33.3K - $42.6K
|
2.02K
$455K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-285- 0.48% |
$33.6K - $42.9K
|
59.4K
$13.4M
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-285- 3.84% |
$33.6K - $42.9K
|
7.14K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-291- 15.45% |
$34.3K - $43.8K
|
1.59K
$358K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-291- 8.08% |
$34.3K - $43.8K
|
3.31K
$744K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-292Closed |
$34.4K - $44K
|
0
$0
|