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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3+ 0.08% |
$378 - $429
|
3.79K
$845K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.13% |
$378 - $429
|
2.29K
$511K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.15% |
$378 - $429
|
2.04K
$454K
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
2+ 0.09% |
$252 - $286
|
2.27K
$506K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$252 - $286
|
7.8K
$1.74M
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2+ 0.03% |
$252 - $286
|
5.96K
$1.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.06% |
$252 - $286
|
3.36K
$750K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$252 - $286
|
6.47K
$1.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 6.06% |
$252 - $286
|
35
$7.81K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.27% |
$252 - $286
|
740
$165K
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$252 - $286
|
2.64K
$589K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.63% |
$126 - $143
|
39
$8.71K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.06% |
$126 - $143
|
1.7K
$380K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$126 - $143
|
214
$47.8K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$126 - $143
|
2.28K
$509K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$126 - $143
|
8
$1.79K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$126 - $143
|
1.53K
$341K
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$126 - $143
|
3.06K
$684K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.03% |
$126 - $143
|
3.77K
$842K
|
|
|
Aug 12, 2022
Q2 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1+ 33.33% |
$126 - $143
|
4
$893
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.04% |
$126 - $143
|
2.26K
$504K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$126 - $143
|
5K
$1.12M
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 0.44% |
$126 - $143
|
227
$50.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$126 - $143
|
1
$223
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1- 0.02% |
$126 - $143
|
5.43K
$1.21M
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 1.0% |
$126 - $143
|
99
$22.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1- 0.03% |
$126 - $143
|
2.88K
$644K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.03% |
$252 - $286
|
7.7K
$1.72M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2Closed |
$252 - $286
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2- 0.06% |
$252 - $286
|
3.11K
$695K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2- 0.07% |
$252 - $286
|
2.72K
$607K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2- 0.04% |
$252 - $286
|
5.58K
$1.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3- 0.18% |
$378 - $429
|
1.7K
$380K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-3- 0.1% |
$378 - $429
|
2.87K
$641K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-3- 0.02% |
$378 - $429
|
15.4K
$3.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4- 0.12% |
$504 - $572
|
3.25K
$726K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 1.86% |
$504 - $572
|
211
$47.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$504 - $572
|
2.56K
$572K
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4- 0.24% |
$504 - $572
|
1.66K
$370K
|
|
|
Jul 15, 2022
Q2 2022
|
M. Kraus & CO
|
SELL
|
- |
-5- 0.07% |
$630 - $714
|
7.05K
$1.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5- 0.66% |
$630 - $714
|
749
$167K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5- 0.1% |
$630 - $714
|
4.81K
$1.07M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-6- 0.29% |
$756 - $857
|
2.07K
$463K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-6- 0.14% |
$756 - $857
|
4.32K
$963K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.32% |
$756 - $857
|
1.87K
$418K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7- 0.47% |
$882 - $1K
|
1.48K
$330K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-7- 0.23% |
$882 - $1K
|
3.02K
$675K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 1.15% |
$882 - $1K
|
604
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 0.14% |
$1.01K - $1.14K
|
5.52K
$1.23M
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-8- 0.15% |
$1.01K - $1.14K
|
5.33K
$1.19M
|