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 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-979- 2.67% |
$121K - $143K
|
35.7K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-980- 7.62% |
$121K - $143K
|
11.9K
$3.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-982- 35.4% |
$121K - $143K
|
1.79K
$458K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-984- 2.45% |
$121K - $144K
|
39.2K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-994- 17.65% |
$123K - $145K
|
4.64K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-995- 18.92% |
$123K - $145K
|
4.26K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-996- 3.3% |
$123K - $145K
|
29.2K
$7.46M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1K- 12.35% |
$123K - $146K
|
7.1K
$1.82M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-1K- 4.07% |
$123K - $146K
|
23.5K
$6.02M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.01K- 0.66% |
$125K - $148K
|
152K
$38.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.03K- 8.91% |
$127K - $150K
|
10.5K
$2.69M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.03K- 62.73% |
$127K - $150K
|
612
$156K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.03K- 15.66% |
$127K - $150K
|
5.55K
$1.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.04K- 6.52% |
$128K - $152K
|
14.9K
$3.81M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05K- 4.64% |
$129K - $152K
|
21.5K
$5.5M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.05K- 5.8% |
$129K - $153K
|
17K
$4.35M
|
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.05K- 1.83% |
$129K - $153K
|
56.4K
$14.4M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05K- 5.57% |
$130K - $154K
|
17.9K
$4.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 3.01% |
$130K - $154K
|
34K
$8.69M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 3.01% |
$130K - $154K
|
34K
$8.69M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.07K- 5.16% |
$132K - $156K
|
19.6K
$5.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.08K- 10.92% |
$133K - $158K
|
8.81K
$2.25M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.09K- 1.78% |
$134K - $159K
|
60.1K
$15.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.11K- 7.34% |
$136K - $161K
|
14K
$3.57M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.11K- 64.75% |
$136K - $161K
|
602
$154K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 1.13% |
$137K - $162K
|
97.4K
$24.9M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.11K- 21.97% |
$137K - $162K
|
3.95K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 7.62% |
$139K - $164K
|
13.7K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.13K- 86.92% |
$139K - $165K
|
170
$43.5K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.14K- 2.42% |
$140K - $166K
|
45.8K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.16K- 4.14% |
$143K - $169K
|
26.9K
$6.87M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.18K- 9.58% |
$145K - $171K
|
11.1K
$2.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-1.19K- 1.81% |
$147K - $173K
|
64.6K
$16.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.19K- 4.34% |
$147K - $174K
|
26.3K
$6.71M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.19K- 1.81% |
$147K - $174K
|
64.8K
$16.6M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-1.2K- 10.11% |
$148K - $175K
|
10.7K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.21K- 24.23% |
$149K - $176K
|
3.77K
$963K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.21K- 30.27% |
$149K - $176K
|
2.78K
$710K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 25.92% |
$149K - $176K
|
3.45K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.22K- 19.54% |
$151K - $179K
|
5.04K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.23K- 13.59% |
$151K - $179K
|
7.81K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.23K- 0.25% |
$152K - $180K
|
497K
$127M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.24K- 1.45% |
$152K - $180K
|
84.2K
$21.5M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.24K- 13.85% |
$152K - $180K
|
7.7K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.24K- 21.98% |
$153K - $181K
|
4.41K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.24K- 24.88% |
$153K - $181K
|
3.75K
$960K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.27K- 6.38% |
$157K - $186K
|
18.7K
$4.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.27K- 13.41% |
$157K - $186K
|
8.23K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.28K- 0.57% |
$158K - $187K
|
225K
$57.5M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.29K- 6.67% |
$159K - $188K
|
18K
$4.61M
|