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
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
16+ 0.03% |
$1.97K - $2.33K
|
49.8K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
15New |
$1.85K - $2.19K
|
15
$3.84K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15+ 0.47% |
$1.85K - $2.19K
|
3.21K
$820K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 0.77% |
$1.85K - $2.19K
|
1.97K
$504K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14+ 8.97% |
$1.73K - $2.04K
|
170
$43.5K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.24% |
$1.73K - $2.04K
|
5.84K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
14+ 0.47% |
$1.73K - $2.04K
|
3K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
14+ 0.32% |
$1.73K - $2.04K
|
4.39K
$1.12M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
14+ 0.16% |
$1.73K - $2.04K
|
8.75K
$2.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.23% |
$1.6K - $1.9K
|
5.67K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13+ 0.26% |
$1.6K - $1.9K
|
4.94K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.27% |
$1.6K - $1.9K
|
4.84K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
13+ 0.75% |
$1.6K - $1.9K
|
1.75K
$447K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.69% |
$1.6K - $1.9K
|
1.89K
$482K
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
13+ 0.33% |
$1.6K - $1.9K
|
3.98K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
12+ 0.22% |
$1.48K - $1.75K
|
5.37K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12+ 0.59% |
$1.48K - $1.75K
|
2.04K
$521K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.24% |
$1.48K - $1.75K
|
4.98K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
12+ 0.07% |
$1.48K - $1.75K
|
17.5K
$4.48M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 0.55% |
$1.48K - $1.75K
|
2.19K
$560K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12+ 0.68% |
$1.48K - $1.75K
|
1.79K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
12+ 0.38% |
$1.48K - $1.75K
|
3.2K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.12% |
$1.48K - $1.75K
|
10.2K
$2.62M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11+ 0.71% |
$1.36K - $1.6K
|
1.56K
$400K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 0.39% |
$1.36K - $1.6K
|
2.85K
$730K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
11+ 0.18% |
$1.36K - $1.6K
|
6K
$1.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.25% |
$1.36K - $1.6K
|
4.49K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.06% |
$1.36K - $1.6K
|
1.05K
$268K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
11+ 0.15% |
$1.36K - $1.6K
|
7.31K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
11+ 0.59% |
$1.36K - $1.6K
|
1.89K
$483K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10+ 0.42% |
$1.23K - $1.46K
|
2.38K
$609K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
10+ 0.4% |
$1.23K - $1.46K
|
2.52K
$643K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10+ 0.6% |
$1.23K - $1.46K
|
1.67K
$427K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10+ 0.2% |
$1.23K - $1.46K
|
5.05K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
10+ 0.3% |
$1.23K - $1.46K
|
3.31K
$845K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 1.32% |
$1.11K - $1.31K
|
690
$176K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
9+ 0.46% |
$1.11K - $1.31K
|
1.95K
$499K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9+ 0.25% |
$1.11K - $1.31K
|
3.62K
$925K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.42% |
$986 - $1.17K
|
1.92K
$490K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.66% |
$986 - $1.17K
|
1.22K
$311K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8+ 0.19% |
$986 - $1.17K
|
4.18K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7+ 0.29% |
$863 - $1.02K
|
2.46K
$629K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 0.06% |
$863 - $1.02K
|
10.9K
$2.78M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.21% |
$863 - $1.02K
|
3.32K
$850K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.12% |
$863 - $1.02K
|
5.79K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.35% |
$740 - $875
|
1.73K
$443K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.29% |
$740 - $875
|
2.1K
$538K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.34% |
$740 - $875
|
1.75K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$740 - $875
|
3.16K
$807K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.4% |
$740 - $875
|
1.52K
$389K
|