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 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
71+ 3.69% |
$8.75K - $10.4K
|
2K
$510K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
69+ 3.74% |
$8.51K - $10.1K
|
1.91K
$489K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
68+ 2.76% |
$8.38K - $9.92K
|
2.53K
$647K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
67+ 0.64% |
$8.26K - $9.77K
|
10.5K
$2.69M
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
67+ 4.31% |
$8.26K - $9.77K
|
1.62K
$414K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
66+ 3.26% |
$8.14K - $9.63K
|
2.09K
$535K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
65+ 2.18% |
$8.01K - $9.48K
|
3.04K
$777K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
65+ 2.0% |
$8.01K - $9.48K
|
3.31K
$846K
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
65+ 4.0% |
$8.01K - $9.48K
|
1.69K
$432K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
62+ 1.25% |
$7.64K - $9.04K
|
5.02K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
62+ 2.9% |
$7.64K - $9.04K
|
2.2K
$562K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
62+ 3.29% |
$7.64K - $9.04K
|
1.95K
$498K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
62+ 3.64% |
$7.64K - $9.04K
|
1.76K
$451K
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
61+ 3.55% |
$7.52K - $8.9K
|
1.78K
$454K
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
61+ 0.9% |
$7.52K - $8.9K
|
6.8K
$1.74M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
61New |
$7.52K - $8.9K
|
61
$15.6K
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 2.76% |
$7.4K - $8.75K
|
2.23K
$571K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
59+ 3.64% |
$7.27K - $8.61K
|
1.68K
$430K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
59+ 18.73% |
$7.27K - $8.61K
|
374
$95.6K
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
59+ 2.51% |
$7.27K - $8.61K
|
2.41K
$615K
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
57+ 0.88% |
$7.03K - $8.31K
|
6.52K
$1.67M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
56+ 0.32% |
$6.9K - $8.17K
|
17.8K
$4.54M
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
55+ 0.75% |
$6.78K - $8.02K
|
7.42K
$1.9M
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
53+ 0.9% |
$6.53K - $7.73K
|
5.97K
$1.53M
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 5.8% |
$6.41K - $7.59K
|
949
$243K
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
52+ 0.31% |
$6.41K - $7.59K
|
16.8K
$4.29M
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
52+ 1.33% |
$6.41K - $7.59K
|
3.96K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
51+ 1.77% |
$6.29K - $7.44K
|
2.94K
$752K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
51+ 0.23% |
$6.29K - $7.44K
|
22.1K
$5.64M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 2.48% |
$6.16K - $7.29K
|
2.07K
$529K
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
50+ 2.39% |
$6.16K - $7.29K
|
2.15K
$548K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
50+ 3.32% |
$6.16K - $7.29K
|
1.56K
$398K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
48+ 2.04% |
$5.92K - $7K
|
2.4K
$615K
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
48+ 1.61% |
$5.92K - $7K
|
3.02K
$773K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
48+ 1.9% |
$5.92K - $7K
|
2.57K
$658K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
48+ 0.61% |
$5.92K - $7K
|
7.92K
$2.03M
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
47+ 0.86% |
$5.79K - $6.86K
|
5.54K
$1.42M
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
46+ 1.36% |
$5.67K - $6.71K
|
3.42K
$873K
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
45+ 0.39% |
$5.55K - $6.56K
|
11.5K
$2.94M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 0.52% |
$5.3K - $6.27K
|
8.26K
$2.11M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
43+ 1.69% |
$5.3K - $6.27K
|
2.58K
$660K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 2.1% |
$5.18K - $6.13K
|
2.04K
$522K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42+ 0.09% |
$5.18K - $6.13K
|
49.2K
$12.6M
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42+ 16.28% |
$5.18K - $6.13K
|
300
$76.7K
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
41+ 1.82% |
$5.05K - $5.98K
|
2.3K
$588K
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
41+ 1.12% |
$5.05K - $5.98K
|
3.7K
$946K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
41+ 1.87% |
$5.05K - $5.98K
|
2.23K
$570K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
41+ 0.65% |
$5.05K - $5.98K
|
6.37K
$1.63M
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$4.93K - $5.83K
|
40
$10.2K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
40New |
$4.93K - $5.83K
|
40
$10.2K
|