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 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.74% |
$1.26K - $1.43K
|
1.36K
$303K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 0.63% |
$1.26K - $1.43K
|
1.6K
$357K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.65% |
$1.26K - $1.43K
|
1.56K
$348K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.32% |
$1.26K - $1.43K
|
3.11K
$694K
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10+ 0.39% |
$1.26K - $1.43K
|
2.57K
$575K
|
|
Aug 15, 2022
Q2 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
10+ 0.1% |
$1.26K - $1.43K
|
10.4K
$2.33M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.1% |
$1.26K - $1.43K
|
9.92K
$2.21M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9+ 0.33% |
$1.13K - $1.29K
|
2.74K
$612K
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
BUY
|
- |
9+ 0.27% |
$1.13K - $1.29K
|
3.4K
$758K
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.3% |
$1.13K - $1.29K
|
3.05K
$681K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9+ 0.17% |
$1.13K - $1.29K
|
5.39K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
9+ 2.33% |
$1.13K - $1.29K
|
396
$88.4K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9+ 0.24% |
$1.13K - $1.29K
|
3.77K
$841K
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.17% |
$1.13K - $1.29K
|
5.37K
$1.2M
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
9+ 0.24% |
$1.13K - $1.29K
|
3.8K
$849K
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8+ 0.22% |
$1.01K - $1.14K
|
3.63K
$810K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
8+ 0.34% |
$1.01K - $1.14K
|
2.34K
$522K
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.47% |
$1.01K - $1.14K
|
1.7K
$379K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
8+ 0.36% |
$1.01K - $1.14K
|
2.22K
$495K
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.29% |
$1.01K - $1.14K
|
2.8K
$625K
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8+ 0.09% |
$1.01K - $1.14K
|
8.7K
$1.94M
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.44% |
$882 - $1K
|
1.6K
$357K
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7+ 0.26% |
$882 - $1K
|
2.75K
$614K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.67% |
$882 - $1K
|
1.05K
$234K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 2.18% |
$882 - $1K
|
328
$73.2K
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$756 - $857
|
2.1K
$469K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.29% |
$756 - $857
|
2.09K
$466K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 13.89% |
$630 - $714
|
41
$9.15K
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$630 - $714
|
1.76K
$393K
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.18% |
$630 - $714
|
2.84K
$634K
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5+ 0.11% |
$630 - $714
|
4.64K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5+ 0.15% |
$630 - $714
|
3.36K
$750K
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
5+ 0.12% |
$630 - $714
|
4.06K
$907K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.09% |
$630 - $714
|
5.57K
$1.24M
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.08% |
$630 - $714
|
6.24K
$1.39M
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.48% |
$630 - $714
|
1.06K
$236K
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5+ 0.11% |
$630 - $714
|
4.64K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.76% |
$630 - $714
|
659
$147K
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5+ 0.18% |
$630 - $714
|
2.81K
$626K
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.25% |
$630 - $714
|
404
$90.2K
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.33% |
$630 - $714
|
1.5K
$336K
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.2% |
$504 - $572
|
1.99K
$443K
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$504 - $572
|
1.96K
$437K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.22% |
$504 - $572
|
1.86K
$416K
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$504 - $572
|
30.2K
$6.73M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.04% |
$504 - $572
|
10.3K
$2.29M
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
BUY
|
- |
3+ 0.12% |
$378 - $429
|
2.48K
$553K
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
3+ 0.19% |
$378 - $429
|
1.6K
$356K
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3+ 0.14% |
$378 - $429
|
2.08K
$465K
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3+ 0.12% |
$378 - $429
|
2.48K
$554K
|