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 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
834+ 6.42% |
$103K - $122K
|
13.8K
$3.17M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
834+ 30.33% |
$103K - $122K
|
3.58K
$821K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
826+ 1.22% |
$102K - $120K
|
68.3K
$15.6M
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
824+ 2.41% |
$102K - $120K
|
35K
$8.02M
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
824+ 24.86% |
$102K - $120K
|
4.14K
$948K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
817+ 7.69% |
$101K - $119K
|
11.4K
$2.62M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
813+ 5.64% |
$100K - $119K
|
15.2K
$3.49M
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
812+ 14.55% |
$100K - $118K
|
6.39K
$1.46M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
807+ 11.43% |
$99.5K - $118K
|
7.87K
$1.8M
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
800+ 2.94% |
$98.6K - $117K
|
28K
$6.42M
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
800+ 2.91% |
$98.6K - $117K
|
28.3K
$6.49M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
800+ 1.86% |
$98.6K - $117K
|
43.9K
$10.1M
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
799+ 14.06% |
$98.5K - $117K
|
6.48K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
799+ 6.54% |
$98.5K - $117K
|
13K
$2.98M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
793+ 2.45% |
$97.8K - $116K
|
33.2K
$7.6M
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
784+ 9.57% |
$96.7K - $114K
|
8.98K
$2.06M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
780+ 5.86% |
$96.2K - $114K
|
14.1K
$3.23M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
775+ 0.31% |
$95.5K - $113K
|
247K
$56.5M
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
774New |
$95.4K - $113K
|
774
$177K
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
770+ 24.82% |
$94.9K - $112K
|
3.87K
$887K
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
768+ 1.2% |
$94.7K - $112K
|
64.6K
$14.8M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
765+ 7.9% |
$94.3K - $112K
|
10.4K
$2.39M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
749+ 9.39% |
$92.3K - $109K
|
8.73K
$2M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
747+ 3.68% |
$92.1K - $109K
|
21.1K
$4.82M
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
743+ 46.64% |
$91.6K - $108K
|
2.34K
$535K
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
742+ 0.57% |
$91.5K - $108K
|
132K
$30.1M
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
740+ 40.57% |
$91.2K - $108K
|
2.56K
$587K
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
739+ 17.89% |
$91.1K - $108K
|
4.87K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
731+ 31.33% |
$90.1K - $107K
|
3.06K
$702K
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
725+ 12.67% |
$89.4K - $106K
|
6.45K
$1.48M
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
724+ 8.01% |
$89.3K - $106K
|
9.76K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
724+ 3.29% |
$89.3K - $106K
|
22.7K
$5.2M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
723+ 10.57% |
$89.1K - $105K
|
7.56K
$1.73M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
711+ 21.47% |
$87.7K - $104K
|
4.02K
$921K
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
699+ 28.0% |
$86.2K - $102K
|
3.2K
$732K
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
697+ 4.4% |
$85.9K - $102K
|
16.5K
$3.79M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
695+ 2.39% |
$85.7K - $101K
|
29.8K
$6.82M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
694+ 18.97% |
$85.6K - $101K
|
4.35K
$997K
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
691+ 9.96% |
$85.2K - $101K
|
7.63K
$1.75M
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
691+ 2.6% |
$85.2K - $101K
|
27.3K
$6.24M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
690+ 3.02% |
$85.1K - $101K
|
23.5K
$5.39M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
685+ 1.31% |
$84.4K - $99.9K
|
53.2K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
679+ 4.52% |
$83.7K - $99K
|
15.7K
$3.59M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
671New |
$82.7K - $97.9K
|
671
$154K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
669+ 0.63% |
$82.5K - $97.6K
|
106K
$24.4M
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
669New |
$82.5K - $97.6K
|
669
$153K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
665+ 9.98% |
$82K - $97K
|
7.33K
$1.68M
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
663+ 2.22% |
$81.7K - $96.7K
|
30.5K
$7M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
650+ 0.89% |
$80.1K - $94.8K
|
74K
$16.9M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
650+ 37.95% |
$80.1K - $94.8K
|
2.36K
$541K
|