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 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 74.17% |
$256K - $303K
|
4.88K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.07K+ 3.36% |
$255K - $302K
|
63.8K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.06K+ 14.03% |
$254K - $301K
|
16.8K
$3.89M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 16.99% |
$254K - $301K
|
14.2K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.06K+ 2.0% |
$254K - $301K
|
105K
$24.3M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.06KNew |
$254K - $301K
|
2.06K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.06K+ 0.64% |
$254K - $301K
|
323K
$74.8M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.06K+ 5.57% |
$254K - $300K
|
39K
$9.03M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 5.97% |
$253K - $300K
|
36.5K
$8.46M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$252K - $299K
|
2.05K
$475K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.02K+ 5.87% |
$250K - $295K
|
36.5K
$8.46M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2K+ 127.63% |
$247K - $292K
|
3.57K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 16.07% |
$245K - $290K
|
14.4K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.95KNew |
$240K - $284K
|
1.95K
$452K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.95K+ 46.14% |
$240K - $284K
|
6.17K
$1.43M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.92K+ 0.0% |
$236K - $280K
|
81.2M
$18.8B
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.91K+ 90.52% |
$235K - $279K
|
4.02K
$932K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.9K+ 18.34% |
$234K - $277K
|
12.2K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.9K+ 3.27% |
$234K - $277K
|
59.9K
$13.9M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.89KNew |
$233K - $276K
|
1.89K
$438K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.89K+ 3.34% |
$232K - $275K
|
58.2K
$13.5M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.88K+ 51.28% |
$231K - $274K
|
5.54K
$1.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.87K+ 7.08% |
$231K - $273K
|
28.3K
$6.55M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.86K+ 62133.33% |
$230K - $272K
|
1.87K
$433K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
1.85K+ 4.19% |
$229K - $270K
|
46.1K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.84K+ 5.17% |
$227K - $269K
|
37.5K
$8.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.84K+ 5.07% |
$227K - $269K
|
38.2K
$8.84M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.83KNew |
$226K - $267K
|
1.83K
$424K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.83KNew |
$225K - $266K
|
1.83K
$423K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.83KNew |
$225K - $266K
|
1.83K
$423K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.82KNew |
$225K - $266K
|
1.82K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.82K+ 7.23% |
$224K - $265K
|
26.9K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.82K+ 89.72% |
$224K - $265K
|
3.84K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.79K+ 0.81% |
$221K - $262K
|
223K
$51.6M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.77K+ 8.54% |
$218K - $258K
|
22.5K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 16.83% |
$218K - $258K
|
12.3K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$218K - $258K
|
1.77K
$409K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.75KNew |
$216K - $255K
|
1.75K
$406K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.75KNew |
$216K - $255K
|
1.75K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.74K+ 0.23% |
$215K - $254K
|
764K
$177M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.73K+ 46.13% |
$213K - $252K
|
5.48K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.73K+ 10.7% |
$213K - $252K
|
17.9K
$4.15M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.73KNew |
$213K - $252K
|
1.73K
$400K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.72KNew |
$212K - $251K
|
1.72K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.71KNew |
$210K - $249K
|
1.71K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.7K+ 3.37% |
$210K - $248K
|
52.2K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$209K - $248K
|
1.7K
$393K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 70.73% |
$209K - $247K
|
4.09K
$948K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 3.24% |
$207K - $245K
|
53.6K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.67KNew |
$206K - $244K
|
1.67K
$387K
|