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 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-200- 1.08% |
$24.7K - $29.2K
|
18.3K
$4.69M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 5.06% |
$24.7K - $29.2K
|
3.75K
$959K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-200- 1.96% |
$24.7K - $29.2K
|
10K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 1.23% |
$24.7K - $29.2K
|
16.1K
$4.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-203- 3.66% |
$25K - $29.6K
|
5.34K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-204- 2.08% |
$25.1K - $29.8K
|
9.63K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-206- 1.2% |
$25.4K - $30K
|
17K
$4.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-207- 5.23% |
$25.5K - $30.2K
|
3.75K
$959K
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-208- 1.2% |
$25.6K - $30.3K
|
17.2K
$4.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-208- 2.33% |
$25.6K - $30.3K
|
8.7K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-209- 4.22% |
$25.8K - $30.5K
|
4.75K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-213- 10.44% |
$26.3K - $31.1K
|
1.83K
$467K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-214- 6.98% |
$26.4K - $31.2K
|
2.85K
$729K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-219- 6.93% |
$27K - $31.9K
|
2.94K
$752K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-220- 8.31% |
$27.1K - $32.1K
|
2.43K
$621K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-222- 9.03% |
$27.4K - $32.4K
|
2.24K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-222- 1.99% |
$27.4K - $32.4K
|
10.9K
$2.8M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-222- 0.46% |
$27.4K - $32.4K
|
47.7K
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-223- 1.53% |
$27.5K - $32.5K
|
14.4K
$3.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-224- 0.37% |
$27.6K - $32.7K
|
60.5K
$15.5M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-224- 1.59% |
$27.6K - $32.7K
|
13.8K
$3.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-226- 16.11% |
$27.9K - $33K
|
1.18K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-227- 7.4% |
$28K - $33.1K
|
2.84K
$726K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-229- 6.41% |
$28.2K - $33.4K
|
3.34K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-229- 38.29% |
$28.2K - $33.4K
|
369
$94.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-230- 10.88% |
$28.4K - $33.6K
|
1.88K
$481K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-234- 4.13% |
$28.8K - $34.1K
|
5.44K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-234- 2.34% |
$28.8K - $34.1K
|
9.75K
$2.49M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-234- 0.45% |
$28.8K - $34.1K
|
51.2K
$13.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-235- 2.93% |
$29K - $34.3K
|
7.78K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-235- 2.58% |
$29K - $34.3K
|
8.88K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-237- 6.15% |
$29.2K - $34.6K
|
3.62K
$925K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-237- 4.96% |
$29.2K - $34.6K
|
4.54K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-238- 25.24% |
$29.3K - $34.7K
|
705
$180K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-243- 2.26% |
$30K - $35.4K
|
10.5K
$2.69M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-244- 4.87% |
$30.1K - $35.6K
|
4.77K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-246- 0.31% |
$30.3K - $35.9K
|
80.1K
$20.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-248- 4.88% |
$30.6K - $36.2K
|
4.84K
$1.24M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-250- 1.31% |
$30.8K - $36.5K
|
18.9K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-250- 13.67% |
$30.8K - $36.5K
|
1.58K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-254- 8.23% |
$31.3K - $37.1K
|
2.83K
$724K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-255- 3.22% |
$31.4K - $37.2K
|
7.67K
$1.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-256- 9.83% |
$31.6K - $37.3K
|
2.35K
$600K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-256- 3.15% |
$31.6K - $37.3K
|
7.87K
$2.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-258- 0.75% |
$31.8K - $37.6K
|
34K
$8.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-261- 12.81% |
$32.2K - $38.1K
|
1.78K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-262- 13.81% |
$32.3K - $38.2K
|
1.64K
$418K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-263- 6.34% |
$32.4K - $38.4K
|
3.89K
$994K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-267- 3.07% |
$32.9K - $38.9K
|
8.43K
$2.16M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-274- 3.94% |
$33.8K - $40K
|
6.68K
$1.71M
|