Purchases and Sales Made in Q2 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 7.33% |
$164K - $187K
|
19.8K
$4.41M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.35KNew |
$163K - $186K
|
1.35K
$300K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
1.33K+ 1.93% |
$161K - $185K
|
70.5K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.33KNew |
$161K - $184K
|
1.33K
$297K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.31K+ 2.84% |
$159K - $182K
|
47.5K
$10.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.86% |
$156K - $179K
|
46.5K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 6.35% |
$156K - $178K
|
21.6K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.28K+ 3.5% |
$154K - $177K
|
37.8K
$8.42M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.28K+ 1.58% |
$154K - $177K
|
82K
$18.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 29.73% |
$154K - $176K
|
5.56K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.26K+ 2.9% |
$153K - $175K
|
44.8K
$9.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.24K+ 5.81% |
$150K - $172K
|
22.6K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.24KNew |
$150K - $171K
|
1.24K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.23K+ 0.95% |
$149K - $170K
|
131K
$29.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.23K+ 45.24% |
$148K - $170K
|
3.93K
$877K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
1.22K+ 4.77% |
$148K - $169K
|
26.8K
$5.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.21K+ 5.68% |
$147K - $168K
|
22.6K
$5.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.2K+ 35.21% |
$146K - $167K
|
4.62K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
1.2K+ 18.37% |
$145K - $166K
|
7.75K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.2K+ 1.15% |
$145K - $166K
|
106K
$23.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 4.48% |
$144K - $165K
|
27.8K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 3.25% |
$143K - $164K
|
37.7K
$8.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.18K+ 45.83% |
$143K - $163K
|
3.76K
$837K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.17KNew |
$141K - $162K
|
1.17K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.16K+ 5.69% |
$140K - $161K
|
21.6K
$4.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.16K+ 23.5% |
$140K - $161K
|
6.1K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.16K+ 11.91% |
$140K - $160K
|
10.9K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.16K+ 14.44% |
$140K - $160K
|
9.17K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 6.37% |
$139K - $159K
|
19.2K
$4.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
1.14K+ 54.82% |
$138K - $158K
|
3.23K
$720K
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.11K+ 5.45% |
$134K - $154K
|
21.5K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.11K+ 3.94% |
$134K - $153K
|
29.2K
$6.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.1K+ 1.47% |
$133K - $153K
|
76.1K
$17M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 6.57% |
$133K - $152K
|
17.8K
$3.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.09K+ 56.8% |
$131K - $150K
|
3K
$668K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.07K+ 11.51% |
$129K - $148K
|
10.4K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.07K+ 4.64% |
$129K - $148K
|
24.1K
$5.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.05K+ 4.98% |
$127K - $145K
|
22.1K
$4.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 7.17% |
$126K - $144K
|
15.6K
$3.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.04K+ 1.12% |
$126K - $144K
|
93.6K
$20.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 2.62% |
$126K - $144K
|
40.7K
$9.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.04K+ 3.22% |
$126K - $144K
|
33.3K
$7.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.04K+ 6.31% |
$126K - $144K
|
17.5K
$3.9M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.02K+ 80.52% |
$123K - $141K
|
2.29K
$510K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.02K+ 12.92% |
$123K - $141K
|
8.89K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1.02K+ 5.3% |
$123K - $140K
|
20.2K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 8.27% |
$123K - $140K
|
13.3K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1K+ 7.31% |
$121K - $138K
|
14.7K
$3.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
996+ 0.94% |
$120K - $138K
|
107K
$24M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
990+ 17.4% |
$120K - $137K
|
6.68K
$1.49M
|