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 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.45% |
$740 - $875
|
419
$107K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$616 - $729
|
1.77K
$453K
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
5+ 0.31% |
$616 - $729
|
1.61K
$412K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.7% |
$616 - $729
|
722
$185K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$616 - $729
|
16.2K
$4.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.07% |
$616 - $729
|
7.18K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.25% |
$616 - $729
|
1.98K
$505K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5+ 0.04% |
$616 - $729
|
12.7K
$3.24M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.18% |
$616 - $729
|
2.86K
$730K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.24% |
$616 - $729
|
2.06K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.1% |
$616 - $729
|
4.93K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5+ 0.19% |
$616 - $729
|
2.69K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5+ 0.13% |
$616 - $729
|
3.86K
$986K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.15% |
$616 - $729
|
3.4K
$869K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.06% |
$493 - $583
|
7.26K
$1.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.2% |
$493 - $583
|
1.99K
$510K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$493 - $583
|
5.35K
$1.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4+ 0.11% |
$493 - $583
|
3.77K
$964K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
4+ 0.25% |
$493 - $583
|
1.62K
$415K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.11% |
$493 - $583
|
3.53K
$903K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.04% |
$493 - $583
|
10.3K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.23% |
$493 - $583
|
1.76K
$449K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4+ 0.11% |
$493 - $583
|
3.58K
$916K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4+ 0.07% |
$493 - $583
|
5.59K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.17% |
$370 - $438
|
1.74K
$445K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$370 - $438
|
7.12K
$1.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
3+ 0.13% |
$370 - $438
|
2.33K
$596K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.55% |
$370 - $438
|
549
$140K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3+ 0.19% |
$370 - $438
|
1.62K
$414K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 1.17% |
$370 - $438
|
259
$66.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3+ 0.04% |
$370 - $438
|
6.69K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$370 - $438
|
3
$767
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3+ 1.4% |
$370 - $438
|
217
$55.5K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.91% |
$370 - $438
|
333
$85.1K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
3+ 0.12% |
$370 - $438
|
2.49K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.13% |
$370 - $438
|
2.39K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3+ 0.17% |
$370 - $438
|
1.77K
$452K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 1.89% |
$247 - $292
|
108
$27.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.0% |
$247 - $292
|
203
$51.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$247 - $292
|
10.3K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.04% |
$247 - $292
|
5.07K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$247 - $292
|
2.64K
$676K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2+ 0.03% |
$247 - $292
|
6.68K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.06% |
$247 - $292
|
3.33K
$850K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 1.04% |
$247 - $292
|
194
$49.6K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.6% |
$247 - $292
|
335
$85.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.01% |
$123 - $146
|
11.5K
$2.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.13% |
$123 - $146
|
766
$196K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $146
|
5.17K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $146
|
5.09K
$1.3M
|