Purchases and Sales Made in Q1 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2023. 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 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.38K+ 8.33% |
$170K - $201K
|
17.9K
$4.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.38K+ 1.81% |
$170K - $201K
|
77.3K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.37KNew |
$169K - $200K
|
1.37K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.37K+ 28.27% |
$169K - $200K
|
6.21K
$1.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.36K+ 9.2% |
$168K - $199K
|
16.2K
$3.71M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.36K+ 1.43% |
$168K - $199K
|
96.8K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.36K+ 7.72% |
$168K - $199K
|
19K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.36K+ 3.81% |
$167K - $198K
|
36.9K
$8.46M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.35K+ 2.23% |
$166K - $197K
|
61.9K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.35K+ 1.66% |
$166K - $196K
|
82.6K
$18.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.34K+ 14.8% |
$165K - $196K
|
10.4K
$2.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.33K+ 3.89% |
$164K - $194K
|
35.6K
$8.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.31K+ 30.27% |
$162K - $191K
|
5.65K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 1.93% |
$161K - $191K
|
68.9K
$15.8M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.31K+ 13.31% |
$161K - $190K
|
11.1K
$2.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.29K+ 10.72% |
$159K - $189K
|
13.3K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.28K+ 7.75% |
$158K - $187K
|
17.8K
$4.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 2.8% |
$158K - $187K
|
47.1K
$10.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.28K+ 5.37% |
$157K - $186K
|
25.1K
$5.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 8.7% |
$157K - $186K
|
15.9K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.27K+ 4.47% |
$157K - $185K
|
29.7K
$6.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.27K+ 16.04% |
$156K - $185K
|
9.18K
$2.1M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.27K+ 33.87% |
$156K - $185K
|
5.01K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.27K+ 16.12% |
$156K - $185K
|
9.12K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.26K+ 4.04% |
$155K - $184K
|
32.4K
$7.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.26K+ 86.63% |
$155K - $183K
|
2.71K
$620K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.25K+ 53.82% |
$154K - $183K
|
3.58K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.25K+ 8.67% |
$154K - $183K
|
15.7K
$3.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
1.25K+ 2.08% |
$154K - $182K
|
61.4K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.25KNew |
$154K - $182K
|
1.25K
$286K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
1.23K+ 5.05% |
$152K - $179K
|
25.6K
$5.86M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.22KNew |
$151K - $178K
|
1.22K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.21K+ 7.96% |
$150K - $177K
|
16.5K
$3.77M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.21K+ 56.94% |
$149K - $176K
|
3.32K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.2K+ 30.0% |
$148K - $175K
|
5.2K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.18K+ 23.98% |
$145K - $172K
|
6.09K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.15K+ 9.4% |
$142K - $168K
|
13.4K
$3.07M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.15KNew |
$142K - $168K
|
1.15K
$263K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.15K+ 11.81% |
$141K - $167K
|
10.8K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.14K+ 31.1% |
$141K - $167K
|
4.82K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.14K+ 18.17% |
$141K - $167K
|
7.43K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.13K+ 5.78% |
$139K - $165K
|
20.7K
$4.74M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.13K+ 664.71% |
$139K - $165K
|
1.3K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.12K+ 8.16% |
$138K - $163K
|
14.8K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.11K+ 8.28% |
$137K - $162K
|
14.6K
$3.34M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 18.53% |
$136K - $161K
|
7.06K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 9.48% |
$136K - $161K
|
12.7K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.1K+ 3.41% |
$136K - $161K
|
33.4K
$7.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.1K+ 10.83% |
$135K - $160K
|
11.2K
$2.57M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.09K+ 4.28% |
$134K - $159K
|
26.5K
$6.07M
|