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 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.05% |
$123 - $146
|
1.9K
$487K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.22% |
$123 - $146
|
463
$118K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.07% |
$123 - $146
|
1.44K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.32% |
$123 - $146
|
77
$19.7K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1+ 0.04% |
$123 - $146
|
2.26K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.1% |
$123 - $146
|
999
$255K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.05% |
$123 - $146
|
2.01K
$513K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1- 0.02% |
$123 - $146
|
5.22K
$1.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-1- 0.04% |
$123 - $146
|
2.23K
$569K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 25.0% |
$123 - $146
|
3
$767
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$123 - $146
|
2.96K
$757K
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1- 0.01% |
$123 - $146
|
15.1K
$3.86M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$247 - $292
|
1.69K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2- 0.11% |
$247 - $292
|
1.89K
$484K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2- 0.03% |
$247 - $292
|
5.96K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-4- 0.06% |
$493 - $583
|
6.33K
$1.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$493 - $583
|
12.9K
$3.29M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$493 - $583
|
6.43K
$1.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.09% |
$616 - $729
|
5.69K
$1.45M
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.2% |
$616 - $729
|
2.49K
$636K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5- 0.13% |
$616 - $729
|
3.74K
$957K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
SELL
|
- |
-5- 0.02% |
$616 - $729
|
24.6K
$6.29M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5- 0.28% |
$616 - $729
|
1.81K
$463K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6- 0.05% |
$740 - $875
|
11.7K
$2.98M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6- 0.24% |
$740 - $875
|
2.52K
$645K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-6- 0.2% |
$740 - $875
|
2.96K
$757K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 42.86% |
$740 - $875
|
8
$2.05K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$740 - $875
|
12.9K
$3.3M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-6- 0.03% |
$740 - $875
|
17.3K
$4.42M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-6- 0.37% |
$740 - $875
|
1.61K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 0.44% |
$863 - $1.02K
|
1.59K
$407K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-8- 0.27% |
$986 - $1.17K
|
2.97K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8- 0.47% |
$986 - $1.17K
|
1.71K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8- 0.16% |
$986 - $1.17K
|
4.93K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 7.89% |
$1.11K - $1.31K
|
105
$26.8K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-9- 0.15% |
$1.11K - $1.31K
|
6.02K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-9- 0.27% |
$1.11K - $1.31K
|
3.32K
$848K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-10- 0.31% |
$1.23K - $1.46K
|
3.25K
$831K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-10- 0.12% |
$1.23K - $1.46K
|
8.35K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 7.09% |
$1.23K - $1.46K
|
131
$33.5K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 1.02% |
$1.23K - $1.46K
|
968
$248K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.15% |
$1.23K - $1.46K
|
6.74K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-11- 1.5% |
$1.36K - $1.6K
|
722
$185K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 0.68% |
$1.36K - $1.6K
|
1.61K
$410K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-11- 0.43% |
$1.36K - $1.6K
|
2.57K
$657K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-11- 0.23% |
$1.36K - $1.6K
|
4.81K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11- 0.16% |
$1.36K - $1.6K
|
6.84K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-11- 0.15% |
$1.36K - $1.6K
|
7.48K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 0.33% |
$1.48K - $1.75K
|
3.67K
$938K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 0.21% |
$1.48K - $1.75K
|
5.73K
$1.47M
|