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 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.69K- 22.47% |
$209K - $247K
|
5.84K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 6.34% |
$209K - $247K
|
25K
$6.09M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.73K- 14.36% |
$213K - $252K
|
10.3K
$2.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.74K- 4.79% |
$214K - $253K
|
34.5K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.74K- 8.57% |
$214K - $254K
|
18.5K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.75K- 32.57% |
$216K - $256K
|
3.63K
$883K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.77K- 22.73% |
$218K - $258K
|
6.02K
$1.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.79K- 71.61% |
$221K - $261K
|
710
$173K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.87K- 28.35% |
$230K - $272K
|
4.72K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.88K- 10.34% |
$232K - $274K
|
16.3K
$3.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.91K- 13.7% |
$235K - $278K
|
12K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.95K- 4.56% |
$241K - $285K
|
40.9K
$9.95M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.97K- 18.5% |
$243K - $288K
|
8.69K
$2.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.99K- 56.57% |
$245K - $290K
|
1.53K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.99K- 12.45% |
$245K - $290K
|
14K
$3.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2K- 7.96% |
$247K - $292K
|
23.1K
$5.63M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-2K- 34.57% |
$247K - $292K
|
3.79K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.08K- 8.32% |
$256K - $303K
|
22.9K
$5.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.09K- 10.19% |
$258K - $305K
|
18.4K
$4.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.1K- 16.54% |
$259K - $307K
|
10.6K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.11K- 9.16% |
$260K - $307K
|
20.9K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 8.04% |
$260K - $307K
|
24.1K
$5.86M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.13K- 20.09% |
$262K - $310K
|
8.47K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.13K- 4.4% |
$262K - $311K
|
46.2K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.16K- 22.39% |
$266K - $315K
|
7.48K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.16K- 4.33% |
$267K - $316K
|
47.8K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.17K- 33.98% |
$267K - $316K
|
4.21K
$1.02M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.19K- 9.35% |
$270K - $319K
|
21.2K
$5.16M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19KClosed |
$270K - $319K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.21K- 5.81% |
$272K - $322K
|
35.9K
$8.73M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.21K- 15.15% |
$273K - $323K
|
12.4K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.23K- 14.28% |
$275K - $325K
|
13.4K
$3.26M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.27K- 2.0% |
$279K - $331K
|
111K
$27M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.28K- 11.95% |
$281K - $333K
|
16.8K
$4.09M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 35.21% |
$282K - $333K
|
4.2K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.29K- 3.4% |
$282K - $334K
|
64.9K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.35K- 21.95% |
$290K - $343K
|
8.37K
$2.04M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.36KClosed |
$291K - $344K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.37K- 8.11% |
$292K - $346K
|
26.8K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.4K- 20.51% |
$296K - $350K
|
9.31K
$2.26M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.42K- 1.49% |
$298K - $353K
|
160K
$39M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 31.73% |
$300K - $355K
|
5.24K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.44K- 1.52% |
$300K - $355K
|
158K
$38.4M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.46K- 4.51% |
$304K - $359K
|
52.2K
$12.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.54K- 12.77% |
$313K - $370K
|
17.3K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.54KClosed |
$313K - $370K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.57K- 11.18% |
$317K - $375K
|
20.4K
$4.97M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.58K- 15.88% |
$317K - $376K
|
13.6K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.59K- 74.67% |
$319K - $378K
|
879
$214K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.65K- 26.12% |
$327K - $387K
|
7.5K
$1.82M
|