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 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.41K- 13.4% |
$544K - $644K
|
28.5K
$7.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.45K- 73.58% |
$549K - $650K
|
1.6K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.51K- 0.63% |
$556K - $658K
|
715K
$180M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.78K- 13.86% |
$589K - $697K
|
29.7K
$7.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.82K- 2.75% |
$594K - $703K
|
170K
$43M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.88K- 8.52% |
$601K - $711K
|
52.3K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.93K- 0.98% |
$608K - $719K
|
500K
$126M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5K- 73.5% |
$617K - $729K
|
1.8K
$455K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.19K- 7.59% |
$640K - $757K
|
63.2K
$16M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.23K- 3.04% |
$645K - $763K
|
167K
$42.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-5.32K- 1.57% |
$656K - $776K
|
333K
$83.9M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.55K- 2.66% |
$684K - $809K
|
203K
$51.2M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.6K- 20.79% |
$690K - $817K
|
21.3K
$5.38M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.65K- 8.93% |
$696K - $824K
|
57.6K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.73K- 16.09% |
$706K - $835K
|
29.8K
$7.53M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.76K- 15.06% |
$710K - $840K
|
32.5K
$8.19M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.78K- 9.74% |
$713K - $844K
|
53.6K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.93K- 10.03% |
$730K - $864K
|
53.1K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5.97K- 11.14% |
$736K - $871K
|
47.6K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.05K- 3.99% |
$746K - $883K
|
146K
$36.7M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-6.14K- 76.13% |
$757K - $895K
|
1.93K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-6.18K- 65.65% |
$762K - $902K
|
3.24K
$817K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.19K- 18.9% |
$763K - $903K
|
26.6K
$6.71M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-6.43K- 3.99% |
$792K - $938K
|
155K
$39.1M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-6.47K- 8.48% |
$797K - $943K
|
69.8K
$17.6M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-6.76K- 4.91% |
$833K - $986K
|
131K
$33M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6.76K- 17.35% |
$834K - $987K
|
32.2K
$8.13M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.8K- 48.42% |
$838K - $991K
|
7.24K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.9K- 4.61% |
$850K - $1.01M
|
143K
$36M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-6.91K- 33.29% |
$852K - $1.01M
|
13.8K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.16K- 2.05% |
$883K - $1.04M
|
341K
$86.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.2K- 10.39% |
$888K - $1.05M
|
62.1K
$15.7M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.34K- 34.83% |
$905K - $1.07M
|
13.7K
$3.47M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.95K- 77.5% |
$980K - $1.16M
|
2.31K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.04K- 7.85% |
$992K - $1.17M
|
94.4K
$23.8M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.12K- 2.96% |
$1M - $1.18M
|
266K
$67.1M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-8.37K- 26.26% |
$1.03M - $1.22M
|
23.5K
$5.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8.54K- 2.73% |
$1.05M - $1.25M
|
304K
$76.8M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.65K- 10.25% |
$1.07M - $1.26M
|
75.7K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.02K- 4.0% |
$1.11M - $1.32M
|
216K
$54.6M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-9.17K- 11.87% |
$1.13M - $1.34M
|
68.1K
$17.2M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.23K- 16.32% |
$1.14M - $1.35M
|
47.4K
$11.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.24K- 83.87% |
$1.14M - $1.35M
|
1.78K
$448K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.4K- 77.58% |
$1.16M - $1.37M
|
2.72K
$685K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.44K- 39.57% |
$1.16M - $1.38M
|
14.4K
$3.64M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.49K- 2.86% |
$1.17M - $1.38M
|
322K
$81.4M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-9.51K- 66.96% |
$1.17M - $1.39M
|
4.69K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.65K- 2.21% |
$1.19M - $1.41M
|
426K
$108M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.67K- 2.9% |
$1.19M - $1.41M
|
324K
$81.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.1K- 11.07% |
$1.25M - $1.47M
|
81.2K
$20.5M
|