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
|
Townsquare Capital LLC
|
BUY
|
- |
5.42K+ 6.97% |
$668K - $790K
|
83.2K
$19M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.39K+ 69.25% |
$665K - $787K
|
13.2K
$3.02M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.35K+ 9.23% |
$659K - $780K
|
63.2K
$14.5M
|
|
May 11, 2023
Q1 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 4.49% |
$656K - $776K
|
124K
$28.4M
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
5.23K+ 109.42% |
$644K - $762K
|
10K
$2.29M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.22K+ 161.01% |
$644K - $761K
|
8.46K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.16K+ 27.22% |
$636K - $753K
|
24.1K
$5.53M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.16K+ 44.85% |
$636K - $752K
|
16.7K
$3.81M
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.12KNew |
$631K - $747K
|
5.12K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.06KNew |
$624K - $738K
|
5.06K
$1.16M
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.05KNew |
$623K - $737K
|
5.05K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
5K+ 20.0% |
$616K - $729K
|
30K
$6.87M
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.97K+ 0.56% |
$613K - $725K
|
887K
$203M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.97K+ 79.03% |
$612K - $725K
|
11.3K
$2.58M
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.96K+ 15.66% |
$611K - $723K
|
36.6K
$8.38M
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
4.9K+ 100.33% |
$604K - $715K
|
9.78K
$2.24M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.55K+ 13.08% |
$561K - $664K
|
39.3K
$9.01M
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
4.54K+ 44.16% |
$560K - $663K
|
14.8K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.52K+ 8.98% |
$557K - $660K
|
54.9K
$12.6M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.47K+ 2.75% |
$551K - $652K
|
167K
$38.2M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
4.46K+ 26.38% |
$550K - $651K
|
21.4K
$4.9M
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
4.45K+ 48.41% |
$549K - $649K
|
13.6K
$3.12M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
4.42K+ 3.27% |
$545K - $645K
|
140K
$32M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.39K+ 11.57% |
$542K - $641K
|
42.4K
$9.7M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.36KNew |
$538K - $636K
|
4.36K
$998K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.32K+ 1.91% |
$533K - $631K
|
231K
$52.9M
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
4.27K+ 8.24% |
$526K - $622K
|
56K
$12.8M
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4.24K+ 294.45% |
$523K - $619K
|
5.68K
$1.3M
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.23KNew |
$521K - $616K
|
4.23K
$968K
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.21KNew |
$519K - $614K
|
4.21K
$964K
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
4.19K+ 23.35% |
$517K - $611K
|
22.1K
$5.07M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.18K+ 33.26% |
$516K - $610K
|
16.8K
$3.84M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.18KNew |
$515K - $610K
|
4.18K
$957K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.16K+ 3.54% |
$513K - $607K
|
122K
$27.9M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.13K+ 17.13% |
$509K - $602K
|
28.2K
$6.47M
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
4.11K+ 1.05% |
$507K - $600K
|
394K
$90.2M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.09K+ 5.28% |
$505K - $597K
|
81.6K
$18.7M
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.09KNew |
$504K - $596K
|
4.09K
$936K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.08KNew |
$503K - $595K
|
4.08K
$935K
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.04K+ 21.23% |
$498K - $589K
|
23.1K
$5.28M
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
4.04K+ 49.69% |
$498K - $589K
|
12.2K
$2.79M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
4.04K+ 28.15% |
$497K - $589K
|
18.4K
$4.21M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.03K+ 32.16% |
$497K - $588K
|
16.6K
$3.79M
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.03KNew |
$496K - $587K
|
4.03K
$922K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.02K+ 34.71% |
$495K - $586K
|
15.6K
$3.57M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4K+ 58.86% |
$493K - $584K
|
10.8K
$2.47M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.98K+ 14.15% |
$491K - $581K
|
32.1K
$7.36M
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.96KNew |
$488K - $578K
|
3.96K
$907K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.82K+ 18.54% |
$471K - $557K
|
24.4K
$5.59M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.81K+ 155.35% |
$469K - $555K
|
6.26K
$1.43M
|