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 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
3.8KNew |
$468K - $554K
|
3.8K
$870K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.73K+ 6.6% |
$460K - $545K
|
60.3K
$13.8M
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.67K+ 33.95% |
$452K - $535K
|
14.5K
$3.32M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.67K+ 1.83% |
$452K - $535K
|
204K
$46.6M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.65K+ 2.38% |
$450K - $532K
|
157K
$35.9M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.64K+ 244.59% |
$448K - $531K
|
5.12K
$1.17M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.57K+ 125.44% |
$440K - $521K
|
6.42K
$1.47M
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.57K+ 152.89% |
$440K - $520K
|
5.9K
$1.35M
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.57K+ 1.83% |
$439K - $520K
|
199K
$45.5M
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
3.56K+ 15.13% |
$439K - $520K
|
27.1K
$6.21M
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.55K+ 11.59% |
$438K - $518K
|
34.2K
$7.82M
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
3.53K+ 201.6% |
$436K - $516K
|
5.29K
$1.21M
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.53K+ 4.19% |
$435K - $514K
|
87.8K
$20.1M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.52K+ 14.79% |
$434K - $514K
|
27.3K
$6.26M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.5K+ 13.34% |
$432K - $511K
|
29.8K
$6.81M
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.47K+ 233.33% |
$428K - $506K
|
4.96K
$1.14M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.44K+ 28.97% |
$424K - $502K
|
15.3K
$3.51M
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
3.42K+ 1.03% |
$422K - $499K
|
335K
$76.8M
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.4K+ 24.85% |
$419K - $496K
|
17.1K
$3.91M
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.4KNew |
$419K - $496K
|
3.4K
$779K
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.4KNew |
$419K - $496K
|
3.4K
$778K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.38KNew |
$416K - $493K
|
3.38K
$773K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.36K+ 43.28% |
$414K - $489K
|
11.1K
$2.54M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.35K+ 3.81% |
$413K - $489K
|
91.3K
$20.9M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.31K+ 195.4% |
$408K - $483K
|
5.01K
$1.15M
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.29K+ 99.31% |
$405K - $479K
|
6.6K
$1.51M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.28K+ 28.28% |
$404K - $478K
|
14.9K
$3.41M
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
3.28K+ 2.62% |
$404K - $478K
|
128K
$29.4M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.25K+ 4.52% |
$401K - $475K
|
75.2K
$17.2M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.23KNew |
$399K - $472K
|
3.23K
$741K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
3.19K+ 6.64% |
$393K - $465K
|
51.2K
$11.7M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.18K+ 33.07% |
$392K - $464K
|
12.8K
$2.93M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.17KNew |
$391K - $462K
|
3.17K
$725K
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
3.16KNew |
$389K - $460K
|
3.16K
$723K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.12KNew |
$385K - $456K
|
3.12K
$715K
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.12K+ 2.24% |
$385K - $455K
|
142K
$32.6M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.12K+ 17.07% |
$384K - $455K
|
21.4K
$4.89M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.11K+ 0.75% |
$383K - $453K
|
420K
$96.2M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.04K+ 17.47% |
$375K - $443K
|
20.4K
$4.68M
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
3.02K+ 63.38% |
$372K - $441K
|
7.79K
$1.78M
|
|
Apr 20, 2023
Q1 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
3K+ 22.14% |
$370K - $438K
|
16.6K
$3.79M
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.98KNew |
$367K - $435K
|
2.98K
$682K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.98K+ 110.71% |
$367K - $434K
|
5.66K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.94KNew |
$362K - $429K
|
2.94K
$673K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.92K+ 2.03% |
$360K - $426K
|
147K
$33.6M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.92K+ 2.45% |
$360K - $426K
|
122K
$28M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.9K+ 2.75% |
$357K - $423K
|
108K
$24.8M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.9K+ 7.78% |
$357K - $423K
|
40.1K
$9.19M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.89K+ 13.08% |
$356K - $421K
|
25K
$5.72M
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.88K+ 25.83% |
$355K - $420K
|
14K
$3.21M
|