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 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
106+ 2.03% |
$13.1K - $15.5K
|
5.34K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
106+ 0.15% |
$13.1K - $15.5K
|
72.4K
$18.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
105+ 4.19% |
$12.9K - $15.3K
|
2.61K
$667K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
105+ 3.17% |
$12.9K - $15.3K
|
3.42K
$873K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
103+ 0.27% |
$12.7K - $15K
|
38.1K
$9.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
103+ 1.64% |
$12.7K - $15K
|
6.38K
$1.63M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
103+ 3.25% |
$12.7K - $15K
|
3.27K
$837K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
101+ 5.68% |
$12.5K - $14.7K
|
1.88K
$481K
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
100+ 6.47% |
$12.3K - $14.6K
|
1.65K
$421K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
100+ 4.82% |
$12.3K - $14.6K
|
2.17K
$556K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$12.3K - $14.6K
|
100
$25.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
100+ 4.36% |
$12.3K - $14.6K
|
2.4K
$612K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 0.53% |
$12.3K - $14.6K
|
19K
$4.85M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
100+ 4.62% |
$12.3K - $14.6K
|
2.26K
$579K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
100+ 3.23% |
$12.3K - $14.6K
|
3.19K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
100+ 3.58% |
$12.3K - $14.6K
|
2.89K
$740K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$12.3K - $14.6K
|
100
$25.6K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
95+ 0.66% |
$11.7K - $13.9K
|
14.5K
$3.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
94+ 522.22% |
$11.6K - $13.7K
|
112
$28.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
89+ 2.2% |
$11K - $13K
|
4.13K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 3.68% |
$10.8K - $12.8K
|
2.48K
$634K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
88+ 0.93% |
$10.8K - $12.8K
|
9.53K
$2.44M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
88+ 4.26% |
$10.8K - $12.8K
|
2.16K
$551K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
87+ 2.33% |
$10.7K - $12.7K
|
3.82K
$977K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 5.19% |
$10.6K - $12.5K
|
1.74K
$445K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
86+ 1.09% |
$10.6K - $12.5K
|
7.99K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
86+ 0.31% |
$10.6K - $12.5K
|
27.9K
$7.13M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
85+ 4.92% |
$10.5K - $12.4K
|
1.81K
$463K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
84+ 1.14% |
$10.4K - $12.3K
|
7.48K
$1.91M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
83+ 1.65% |
$10.2K - $12.1K
|
5.12K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
83+ 3.94% |
$10.2K - $12.1K
|
2.19K
$560K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
82+ 4.98% |
$10.1K - $12K
|
1.73K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
82+ 1.77% |
$10.1K - $12K
|
4.72K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
82+ 5.36% |
$10.1K - $12K
|
1.61K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
82+ 0.29% |
$10.1K - $12K
|
28.4K
$7.27M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
80+ 2.29% |
$9.86K - $11.7K
|
3.58K
$915K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
80+ 1.18% |
$9.86K - $11.7K
|
6.89K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
79+ 0.51% |
$9.74K - $11.5K
|
15.6K
$3.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
78+ 1.14% |
$9.62K - $11.4K
|
6.93K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
78+ 0.66% |
$9.62K - $11.4K
|
11.8K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78+ 1.6% |
$9.62K - $11.4K
|
4.96K
$1.27M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78+ 1.6% |
$9.62K - $11.4K
|
4.96K
$1.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
75+ 2.6% |
$9.25K - $10.9K
|
2.96K
$757K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
75+ 3.74% |
$9.25K - $10.9K
|
2.08K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
75+ 4.76% |
$9.25K - $10.9K
|
1.65K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75+ 1.03% |
$9.25K - $10.9K
|
7.35K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
74+ 4.03% |
$9.12K - $10.8K
|
1.91K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
73+ 1.46% |
$9K - $10.6K
|
5.07K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
73+ 2.45% |
$9K - $10.6K
|
3.06K
$782K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.7% |
$8.88K - $10.5K
|
10.4K
$2.65M
|