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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-100- 2.76% |
$12.3K - $14.6K
|
3.53K
$902K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-102- 1.3% |
$12.6K - $14.9K
|
7.77K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-104- 6.09% |
$12.8K - $15.2K
|
1.6K
$410K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-105- 0.9% |
$12.9K - $15.3K
|
11.5K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-106- 4.07% |
$13.1K - $15.5K
|
2.5K
$639K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-107- 1.21% |
$13.2K - $15.6K
|
8.74K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-107- 2.33% |
$13.2K - $15.6K
|
4.49K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-107- 0.55% |
$13.2K - $15.6K
|
19.5K
$4.99M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-108- 0.49% |
$13.3K - $15.8K
|
21.8K
$5.57M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-108- 34.18% |
$13.3K - $15.8K
|
208
$53.2K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-110- 0.71% |
$13.6K - $16K
|
15.3K
$3.92M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-110- 1.59% |
$13.6K - $16K
|
6.79K
$1.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-112- 2.39% |
$13.8K - $16.3K
|
4.57K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-113- 3.31% |
$13.9K - $16.5K
|
3.3K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-114- 0.39% |
$14.1K - $16.6K
|
29.3K
$7.5M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-116- 1.47% |
$14.3K - $16.9K
|
7.78K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-120- 4.35% |
$14.8K - $17.5K
|
2.64K
$675K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-122- 3.18% |
$15K - $17.8K
|
3.72K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-123- 11.71% |
$15.2K - $17.9K
|
927
$237K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-125- 6.14% |
$15.4K - $18.2K
|
1.91K
$489K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-125- 3.81% |
$15.4K - $18.2K
|
3.16K
$807K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-125- 0.25% |
$15.4K - $18.2K
|
49.4K
$12.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-126- 0.76% |
$15.5K - $18.4K
|
16.4K
$4.2M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-126- 0.99% |
$15.5K - $18.4K
|
12.6K
$3.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-127- 0.73% |
$15.7K - $18.5K
|
17.3K
$4.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-128- 7.28% |
$15.8K - $18.7K
|
1.63K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-128- 0.26% |
$15.8K - $18.7K
|
48.7K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-128- 1.17% |
$15.8K - $18.7K
|
10.8K
$2.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-129- 2.87% |
$15.9K - $18.8K
|
4.37K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-131- 6.45% |
$16.1K - $19.1K
|
1.9K
$486K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-131- 4.28% |
$16.1K - $19.1K
|
2.93K
$749K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-131- 0.28% |
$16.1K - $19.1K
|
46.6K
$11.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-132- 2.21% |
$16.3K - $19.3K
|
5.84K
$1.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-132- 3.9% |
$16.3K - $19.3K
|
3.25K
$832K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-132- 2.57% |
$16.3K - $19.3K
|
5K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-133- 1.89% |
$16.4K - $19.4K
|
6.89K
$1.76M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-134- 6.84% |
$16.5K - $19.5K
|
1.82K
$466K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-134- 3.27% |
$16.5K - $19.5K
|
3.97K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-137- 2.09% |
$16.9K - $20K
|
6.42K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-140- 2.41% |
$17.3K - $20.4K
|
5.66K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-140- 0.79% |
$17.3K - $20.4K
|
17.5K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-140- 1.0% |
$17.3K - $20.4K
|
13.8K
$3.53M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-141- 5.4% |
$17.4K - $20.6K
|
2.47K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-141- 1.63% |
$17.4K - $20.6K
|
8.5K
$2.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-142- 7.32% |
$17.5K - $20.7K
|
1.8K
$459K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-142- 6.94% |
$17.5K - $20.7K
|
1.9K
$487K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-143- 1.46% |
$17.6K - $20.9K
|
9.64K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-143- 2.06% |
$17.6K - $20.9K
|
6.79K
$1.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-144- 3.31% |
$17.8K - $21K
|
4.21K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-144- 0.72% |
$17.8K - $21K
|
19.9K
$5.09M
|