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 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
162+ 6.24% |
$20K - $23.6K
|
2.76K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
162New |
$20K - $23.6K
|
162
$41.4K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
158New |
$19.5K - $23K
|
158
$40.4K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
157+ 4.18% |
$19.4K - $22.9K
|
3.91K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
155+ 7.49% |
$19.1K - $22.6K
|
2.22K
$569K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
155+ 1.6% |
$19.1K - $22.6K
|
9.85K
$2.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
152+ 6.41% |
$18.7K - $22.2K
|
2.52K
$645K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
150+ 2.35% |
$18.5K - $21.9K
|
6.54K
$1.67M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.79% |
$17.8K - $21K
|
18.3K
$4.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
144New |
$17.8K - $21K
|
144
$36.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
143+ 4.64% |
$17.6K - $20.9K
|
3.22K
$824K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
142+ 710.0% |
$17.5K - $20.7K
|
162
$41.4K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
142+ 189.33% |
$17.5K - $20.7K
|
217
$55.5K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
141+ 4.84% |
$17.4K - $20.6K
|
3.05K
$781K
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
140+ 5.75% |
$17.3K - $20.4K
|
2.58K
$658K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
138+ 4.92% |
$17K - $20.1K
|
2.94K
$752K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
137+ 0.53% |
$16.9K - $20K
|
26K
$6.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
136+ 2.46% |
$16.8K - $19.8K
|
5.67K
$1.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
135+ 2.68% |
$16.6K - $19.7K
|
5.18K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
127+ 3.63% |
$15.7K - $18.5K
|
3.63K
$928K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
127+ 22.56% |
$15.7K - $18.5K
|
690
$176K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
125+ 0.77% |
$15.4K - $18.2K
|
16.3K
$4.17M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
125+ 2.99% |
$15.4K - $18.2K
|
4.3K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
124+ 6.87% |
$15.3K - $18.1K
|
1.93K
$493K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
124+ 4.11% |
$15.3K - $18.1K
|
3.14K
$803K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
124+ 1.06% |
$15.3K - $18.1K
|
11.8K
$3.03M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
124+ 1.05% |
$15.3K - $18.1K
|
11.9K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
124+ 4.03% |
$15.3K - $18.1K
|
3.2K
$819K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
122+ 2.16% |
$15K - $17.8K
|
5.77K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 1.93% |
$15K - $17.8K
|
6.44K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
122+ 5.67% |
$15K - $17.8K
|
2.27K
$581K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
121+ 3.51% |
$14.9K - $17.7K
|
3.57K
$912K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
121+ 3.51% |
$14.9K - $17.7K
|
3.57K
$912K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
121+ 1.75% |
$14.9K - $17.7K
|
7.05K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
120+ 3.68% |
$14.8K - $17.5K
|
3.38K
$865K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
120+ 300.0% |
$14.8K - $17.5K
|
160
$40.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
119+ 7.44% |
$14.7K - $17.4K
|
1.72K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
119+ 2.54% |
$14.7K - $17.4K
|
4.8K
$1.23M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
115+ 4.2% |
$14.2K - $16.8K
|
2.85K
$729K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
113+ 6.73% |
$13.9K - $16.5K
|
1.79K
$458K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
113+ 1.78% |
$13.9K - $16.5K
|
6.47K
$1.65M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
113+ 1.78% |
$13.9K - $16.5K
|
6.47K
$1.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
112+ 0.55% |
$13.8K - $16.3K
|
20.5K
$5.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
111+ 0.84% |
$13.7K - $16.2K
|
13.3K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
111+ 1.1% |
$13.7K - $16.2K
|
10.2K
$2.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
110+ 0.51% |
$13.6K - $16K
|
21.7K
$5.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
109+ 1.98% |
$13.4K - $15.9K
|
5.62K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
109+ 4.75% |
$13.4K - $15.9K
|
2.41K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
108+ 1.82% |
$13.3K - $15.8K
|
6.04K
$1.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
107+ 1.11% |
$13.2K - $15.6K
|
9.77K
$2.5M
|