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 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.09% |
$3.15K - $3.57K
|
29.3K
$6.54M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 1.13% |
$3.15K - $3.57K
|
2.23K
$498K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
25+ 0.86% |
$3.15K - $3.57K
|
2.92K
$653K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
24+ 1.45% |
$3.02K - $3.43K
|
1.68K
$374K
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
23+ 1.24% |
$2.9K - $3.29K
|
1.88K
$420K
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22+ 0.52% |
$2.77K - $3.14K
|
4.23K
$944K
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
22+ 0.93% |
$2.77K - $3.14K
|
2.39K
$534K
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
22+ 0.47% |
$2.77K - $3.14K
|
4.66K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
22+ 0.19% |
$2.77K - $3.14K
|
11.8K
$2.63M
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
21+ 0.5% |
$2.65K - $3K
|
4.24K
$947K
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 0.43% |
$2.65K - $3K
|
4.95K
$1.1M
|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
21+ 1.36% |
$2.65K - $3K
|
1.57K
$351K
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
20+ 0.15% |
$2.52K - $2.86K
|
13.6K
$3.04M
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.28% |
$2.52K - $2.86K
|
7.2K
$1.61M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
20+ 0.43% |
$2.52K - $2.86K
|
4.72K
$1.05M
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
20+ 0.73% |
$2.52K - $2.86K
|
2.76K
$616K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 1.18% |
$2.39K - $2.71K
|
1.63K
$365K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.23% |
$2.39K - $2.71K
|
8.11K
$1.81M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19+ 0.47% |
$2.39K - $2.71K
|
4.09K
$913K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
18+ 24.66% |
$2.27K - $2.57K
|
91
$20.3K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16+ 0.24% |
$2.02K - $2.29K
|
6.69K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.14% |
$2.02K - $2.29K
|
1.42K
$316K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.29% |
$2.02K - $2.29K
|
5.5K
$1.23M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
15New |
$1.89K - $2.14K
|
15
$3.35K
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
15+ 0.5% |
$1.89K - $2.14K
|
3.04K
$678K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
15+ 0.52% |
$1.89K - $2.14K
|
2.88K
$644K
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
15+ 0.86% |
$1.89K - $2.14K
|
1.75K
$391K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
15+ 0.74% |
$1.89K - $2.14K
|
2.05K
$458K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14+ 0.27% |
$1.76K - $2K
|
5.28K
$1.18M
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
14+ 0.81% |
$1.76K - $2K
|
1.75K
$390K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
14+ 0.14% |
$1.76K - $2K
|
10.3K
$2.29M
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
14+ 0.38% |
$1.76K - $2K
|
3.67K
$818K
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
14+ 0.66% |
$1.76K - $2K
|
2.14K
$478K
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.43% |
$1.64K - $1.86K
|
3.04K
$679K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13+ 10.48% |
$1.64K - $1.86K
|
137
$30.6K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
13+ 4.45% |
$1.64K - $1.86K
|
305
$68.1K
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
13+ 0.68% |
$1.64K - $1.86K
|
1.92K
$428K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 1.46% |
$1.64K - $1.86K
|
901
$201K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13+ 0.09% |
$1.64K - $1.86K
|
14.8K
$3.31M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.08% |
$1.64K - $1.86K
|
16.4K
$3.67M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
12+ 0.16% |
$1.51K - $1.71K
|
7.75K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12+ 0.24% |
$1.51K - $1.71K
|
5K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.41% |
$1.51K - $1.71K
|
2.96K
$662K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$1.51K - $1.71K
|
12
$2.68K
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
11+ 0.66% |
$1.39K - $1.57K
|
1.69K
$377K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11+ 0.23% |
$1.39K - $1.57K
|
4.88K
$1.09M
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
11+ 0.12% |
$1.39K - $1.57K
|
9.15K
$2.04M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.21% |
$1.39K - $1.57K
|
5.17K
$1.15M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.12% |
$1.39K - $1.57K
|
8.92K
$1.99M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.21% |
$1.39K - $1.57K
|
5.17K
$1.15M
|