Purchases and Sales Made in Q1 2022 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.55% |
$1.46K - $1.66K
|
2.19K
$503K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11+ 0.22% |
$1.33K - $1.52K
|
4.97K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10+ 0.31% |
$1.21K - $1.38K
|
3.27K
$752K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
10+ 0.61% |
$1.21K - $1.38K
|
1.65K
$380K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 1.19% |
$1.21K - $1.38K
|
848
$195K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.1% |
$1.21K - $1.38K
|
9.91K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.1% |
$1.21K - $1.38K
|
10.5K
$2.41M
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 0.09% |
$1.09K - $1.24K
|
9.55K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9+ 0.54% |
$1.09K - $1.24K
|
1.69K
$389K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.17% |
$971 - $1.11K
|
4.73K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8+ 0.49% |
$971 - $1.11K
|
1.66K
$381K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.44% |
$849 - $968
|
1.59K
$367K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7+ 0.79% |
$849 - $968
|
888
$204K
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$849 - $968
|
1.95K
$449K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6+ 0.18% |
$728 - $829
|
3.35K
$772K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.06% |
$607 - $691
|
8.26K
$1.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$607 - $691
|
2.55K
$587K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.14% |
$607 - $691
|
3.62K
$832K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
5+ 0.08% |
$607 - $691
|
6.53K
$1.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.38% |
$607 - $691
|
1.33K
$306K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.05% |
$607 - $691
|
10.2K
$2.36M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.48% |
$607 - $691
|
1.05K
$242K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.37% |
$607 - $691
|
1.36K
$313K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.27% |
$607 - $691
|
399
$91.8K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.33% |
$607 - $691
|
1.5K
$345K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 0.17% |
$485 - $553
|
2.36K
$543K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$485 - $553
|
4
$920
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$485 - $553
|
30.2K
$6.94M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.09% |
$485 - $553
|
4.63K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4+ 0.12% |
$485 - $553
|
3.26K
$750K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 0.09% |
$485 - $553
|
4.38K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 1.36% |
$485 - $553
|
298
$68.6K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.05% |
$485 - $553
|
7.7K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.24% |
$485 - $553
|
1.69K
$389K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$364 - $415
|
3.73K
$859K
|
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
3+ 0.13% |
$364 - $415
|
2.26K
$521K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$364 - $415
|
886
$204K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$364 - $415
|
16.2K
$3.73M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.89% |
$364 - $415
|
341
$78.5K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.09% |
$364 - $415
|
3.45K
$793K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 1.32% |
$243 - $276
|
153
$35.2K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$243 - $276
|
7.8K
$1.79M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
2+ 0.02% |
$243 - $276
|
10.2K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$243 - $276
|
4.06K
$935K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.12% |
$243 - $276
|
1.62K
$374K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$243 - $276
|
1.9K
$437K
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.07% |
$243 - $276
|
3.06K
$705K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.03% |
$243 - $276
|
6.37K
$1.47M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.63% |
$243 - $276
|
321
$73.9K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.09% |
$243 - $276
|
2.15K
$495K
|