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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.11K+ 8.28% |
$137K - $162K
|
14.6K
$3.55M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 18.53% |
$136K - $161K
|
7.06K
$1.72M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 9.48% |
$136K - $161K
|
12.7K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.1K+ 3.41% |
$136K - $161K
|
33.4K
$8.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.1K+ 10.83% |
$135K - $160K
|
11.2K
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.09K+ 4.28% |
$134K - $159K
|
26.5K
$6.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 22.09% |
$131K - $155K
|
5.88K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.57% |
$131K - $155K
|
30.8K
$7.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.06K+ 6.56% |
$130K - $154K
|
17.2K
$4.19M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06K+ 14.68% |
$130K - $154K
|
8.26K
$2.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.05K+ 2.58% |
$130K - $154K
|
41.9K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.05K+ 39.64% |
$129K - $152K
|
3.68K
$898K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.04K+ 57.43% |
$128K - $152K
|
2.85K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04K+ 9.03% |
$128K - $151K
|
12.5K
$3.06M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.03K+ 3.28% |
$127K - $151K
|
32.5K
$7.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.03K+ 13.84% |
$127K - $150K
|
8.48K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.03KNew |
$126K - $150K
|
1.03K
$250K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.03K+ 6.64% |
$126K - $150K
|
16.5K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.03K+ 9.8% |
$126K - $150K
|
11.5K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
1.02K+ 48.8% |
$125K - $148K
|
3.1K
$756K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.01K+ 37.6% |
$125K - $148K
|
3.71K
$905K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 10.16% |
$125K - $147K
|
11K
$2.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
993+ 20.29% |
$122K - $145K
|
5.89K
$1.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
985+ 15.69% |
$121K - $144K
|
7.26K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
968+ 3.09% |
$119K - $141K
|
32.2K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
962+ 16.29% |
$119K - $140K
|
6.87K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
955+ 15.86% |
$118K - $139K
|
6.98K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
954New |
$118K - $139K
|
954
$233K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
948+ 2.95% |
$117K - $138K
|
33.1K
$8.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
947+ 46.95% |
$117K - $138K
|
2.96K
$723K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
931+ 13.44% |
$115K - $136K
|
7.86K
$1.92M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
929+ 16.31% |
$115K - $136K
|
6.62K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
928+ 3.7% |
$114K - $135K
|
26K
$6.35M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
920+ 1.86% |
$113K - $134K
|
50.3K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
918+ 1.63% |
$113K - $134K
|
57.1K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
911+ 8.96% |
$112K - $133K
|
11.1K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
910+ 49.16% |
$112K - $133K
|
2.76K
$674K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
909+ 10.15% |
$112K - $133K
|
9.86K
$2.41M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
907+ 2.92% |
$112K - $132K
|
31.9K
$7.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
906+ 52.25% |
$112K - $132K
|
2.64K
$644K
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
905+ 13.07% |
$112K - $132K
|
7.83K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
885+ 1.52% |
$109K - $129K
|
59.1K
$14.4M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
885+ 3.84% |
$109K - $129K
|
24K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
879+ 0.37% |
$108K - $128K
|
236K
$57.7M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
876+ 3.69% |
$108K - $128K
|
24.6K
$6.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
872+ 5.09% |
$108K - $127K
|
18K
$4.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
872+ 1.4% |
$108K - $127K
|
63.2K
$15.4M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
871+ 5.65% |
$107K - $127K
|
16.3K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
862+ 8.92% |
$106K - $126K
|
10.5K
$2.57M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
853+ 17.78% |
$105K - $124K
|
5.65K
$1.38M
|