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 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
258+ 5.62% |
$31.8K - $37.6K
|
4.85K
$1.24M
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
258+ 8.29% |
$31.8K - $37.6K
|
3.37K
$862K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
254+ 8.9% |
$31.3K - $37.1K
|
3.11K
$794K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
253+ 0.68% |
$31.2K - $36.9K
|
37.2K
$9.52M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
253+ 1.46% |
$31.2K - $36.9K
|
17.6K
$4.5M
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
252+ 6.72% |
$31.1K - $36.8K
|
4K
$1.02M
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
250+ 1.63% |
$30.8K - $36.5K
|
15.6K
$4M
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
250+ 7.62% |
$30.8K - $36.5K
|
3.53K
$903K
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
250New |
$30.8K - $36.5K
|
250
$63.9K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
250+ 7.64% |
$30.8K - $36.5K
|
3.52K
$901K
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
249+ 0.24% |
$30.7K - $36.3K
|
103K
$26.3M
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
248+ 3.78% |
$30.6K - $36.2K
|
6.81K
$1.74M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
245+ 13.19% |
$30.2K - $35.7K
|
2.1K
$538K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
245+ 2.89% |
$30.2K - $35.7K
|
8.71K
$2.23M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
243+ 1.87% |
$30K - $35.4K
|
13.2K
$3.38M
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
236+ 0.6% |
$29.1K - $34.4K
|
39.7K
$10.1M
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
232+ 6.89% |
$28.6K - $33.8K
|
3.6K
$920K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
231+ 1.67% |
$28.5K - $33.7K
|
14.1K
$3.6M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
230+ 105.99% |
$28.4K - $33.6K
|
447
$114K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
230+ 1.61% |
$28.4K - $33.6K
|
14.5K
$3.71M
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
230+ 0.53% |
$28.4K - $33.6K
|
44K
$11.3M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
225+ 7.38% |
$27.7K - $32.8K
|
3.28K
$837K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 1.46% |
$27.7K - $32.8K
|
15.6K
$4M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
222+ 3.14% |
$27.4K - $32.4K
|
7.3K
$1.87M
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
217+ 10.11% |
$26.8K - $31.7K
|
2.36K
$604K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
217+ 1.11% |
$26.8K - $31.7K
|
19.8K
$5.06M
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
215+ 6.71% |
$26.5K - $31.4K
|
3.42K
$874K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
215+ 0.17% |
$26.5K - $31.4K
|
129K
$33.1M
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
211+ 13.94% |
$26K - $30.8K
|
1.73K
$441K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
210+ 3.97% |
$25.9K - $30.6K
|
5.51K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
208+ 2.4% |
$25.6K - $30.3K
|
8.86K
$2.27M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
207+ 0.53% |
$25.5K - $30.2K
|
39K
$9.97M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
203+ 1.51% |
$25K - $29.6K
|
13.6K
$3.48M
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
200+ 1.94% |
$24.7K - $29.2K
|
10.5K
$2.69M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
199+ 11.23% |
$24.5K - $29K
|
1.97K
$504K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
198+ 57.56% |
$24.4K - $28.9K
|
542
$139K
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
196+ 0.43% |
$24.2K - $28.6K
|
45.5K
$11.6M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
190+ 3.27% |
$23.4K - $27.7K
|
5.99K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
183+ 2.34% |
$22.6K - $26.7K
|
7.99K
$2.04M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
182+ 2.12% |
$22.4K - $26.5K
|
8.76K
$2.24M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
182+ 3.67% |
$22.4K - $26.5K
|
5.14K
$1.31M
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
182+ 0.39% |
$22.4K - $26.5K
|
47.4K
$12.1M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
181+ 0.5% |
$22.3K - $26.4K
|
36.2K
$9.25M
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
177+ 4.9% |
$21.8K - $25.8K
|
3.79K
$968K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
176+ 1.82% |
$21.7K - $25.7K
|
9.86K
$2.52M
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
176+ 7.0% |
$21.7K - $25.7K
|
2.69K
$688K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
172+ 16.32% |
$21.2K - $25.1K
|
1.23K
$313K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
172+ 6.43% |
$21.2K - $25.1K
|
2.85K
$728K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
172+ 0.8% |
$21.2K - $25.1K
|
21.7K
$5.56M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
168+ 1.16% |
$20.7K - $24.5K
|
14.6K
$3.74M
|