Purchases and Sales Made in Q2 2022 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
90+ 2.25% |
$11.3K - $12.9K
|
4.08K
$911K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
89+ 0.72% |
$11.2K - $12.7K
|
12.4K
$2.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
88+ 3.04% |
$11.1K - $12.6K
|
2.99K
$667K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 2.68% |
$10.7K - $12.1K
|
3.26K
$727K
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
84+ 4.24% |
$10.6K - $12K
|
2.06K
$461K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
84+ 2.64% |
$10.6K - $12K
|
3.26K
$728K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
84+ 10.94% |
$10.6K - $12K
|
852
$190K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
83+ 1.44% |
$10.5K - $11.9K
|
5.86K
$1.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
83+ 0.82% |
$10.5K - $11.9K
|
10.2K
$2.27M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
82+ 1.73% |
$10.3K - $11.7K
|
4.81K
$1.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 18.06% |
$10.3K - $11.7K
|
536
$120K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
82+ 2.37% |
$10.3K - $11.7K
|
3.54K
$791K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
81+ 52.26% |
$10.2K - $11.6K
|
236
$52.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 2.19% |
$9.95K - $11.3K
|
3.69K
$825K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
77+ 4.09% |
$9.7K - $11K
|
1.96K
$438K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
75+ 0.27% |
$9.45K - $10.7K
|
28.1K
$6.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
75+ 1.02% |
$9.45K - $10.7K
|
7.43K
$1.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
73+ 0.42% |
$9.2K - $10.4K
|
17.4K
$3.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
72+ 4.25% |
$9.07K - $10.3K
|
1.77K
$394K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
70+ 1.19% |
$8.82K - $10K
|
5.94K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
70+ 4.22% |
$8.82K - $10K
|
1.73K
$386K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
69+ 3.32% |
$8.69K - $9.86K
|
2.15K
$479K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69+ 2.97% |
$8.69K - $9.86K
|
2.4K
$535K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
68+ 18.84% |
$8.57K - $9.72K
|
429
$95.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
66+ 2.29% |
$8.31K - $9.43K
|
2.95K
$658K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
66+ 16.67% |
$8.31K - $9.43K
|
462
$103K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
66+ 0.99% |
$8.31K - $9.43K
|
6.74K
$1.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
64+ 2.94% |
$8.06K - $9.14K
|
2.24K
$501K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64+ 1.84% |
$8.06K - $9.14K
|
3.55K
$792K
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
63+ 2.93% |
$7.94K - $9K
|
2.21K
$494K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
62+ 0.64% |
$7.81K - $8.86K
|
9.76K
$2.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
62+ 1.66% |
$7.81K - $8.86K
|
3.8K
$849K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
61+ 1.39% |
$7.68K - $8.72K
|
4.44K
$992K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
61+ 3.03% |
$7.68K - $8.72K
|
2.07K
$463K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
60+ 0.54% |
$7.56K - $8.57K
|
11.1K
$2.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
60+ 1.34% |
$7.56K - $8.57K
|
4.54K
$1.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
60+ 1.06% |
$7.56K - $8.57K
|
5.71K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
60+ 0.89% |
$7.56K - $8.57K
|
6.81K
$1.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
59+ 0.97% |
$7.43K - $8.43K
|
6.17K
$1.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 3.28% |
$7.18K - $8.14K
|
1.79K
$400K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
57+ 2.39% |
$7.18K - $8.14K
|
2.44K
$545K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
57+ 2.26% |
$7.18K - $8.14K
|
2.58K
$576K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
57+ 316.67% |
$7.18K - $8.14K
|
75
$16.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
56+ 1.75% |
$7.05K - $8K
|
3.25K
$726K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
55+ 1.91% |
$6.93K - $7.86K
|
2.94K
$657K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
54+ 5.61% |
$6.8K - $7.72K
|
1.02K
$227K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54+ 2.93% |
$6.8K - $7.72K
|
1.9K
$424K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
51+ 2.54% |
$6.42K - $7.29K
|
2.06K
$460K
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
51+ 1.91% |
$6.42K - $7.29K
|
2.73K
$609K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 0.79% |
$6.3K - $7.14K
|
6.42K
$1.43M
|