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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
303+ 11.27% |
$36.6K - $41.9K
|
2.99K
$679K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
302+ 13.65% |
$36.5K - $41.8K
|
2.52K
$571K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
301+ 18.18% |
$36.4K - $41.7K
|
1.96K
$444K
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
301+ 2.62% |
$36.4K - $41.7K
|
11.8K
$2.67M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
300New |
$36.3K - $41.5K
|
300
$68.1K
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 2.42% |
$36.3K - $41.5K
|
12.7K
$2.88M
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
299+ 14.52% |
$36.1K - $41.4K
|
2.36K
$535K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
299+ 1.11% |
$36.1K - $41.4K
|
27.1K
$6.16M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
297+ 8.1% |
$35.9K - $41.1K
|
3.96K
$900K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
297+ 15.18% |
$35.9K - $41.1K
|
2.25K
$511K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
286+ 0.79% |
$34.6K - $39.6K
|
36.6K
$8.31M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
284+ 113.6% |
$34.3K - $39.3K
|
534
$121K
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
284+ 16.82% |
$34.3K - $39.3K
|
1.97K
$447K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
280+ 7.54% |
$33.9K - $38.8K
|
4K
$907K
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
280+ 0.59% |
$33.9K - $38.8K
|
47.6K
$10.8M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
278+ 9.14% |
$33.6K - $38.5K
|
3.32K
$753K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
277+ 5.75% |
$33.5K - $38.3K
|
5.1K
$1.16M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 2.07% |
$33.2K - $38.1K
|
13.6K
$3.07M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
275+ 2.61% |
$33.2K - $38.1K
|
10.8K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
275+ 8.22% |
$33.2K - $38.1K
|
3.62K
$822K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
274+ 0.63% |
$33.1K - $37.9K
|
43.7K
$9.92M
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
274+ 0.38% |
$33.1K - $37.9K
|
72.7K
$16.5M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 5.48% |
$32.9K - $37.6K
|
5.23K
$1.19M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 5.48% |
$32.9K - $37.6K
|
5.23K
$1.19M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
264+ 1.53% |
$31.9K - $36.5K
|
17.6K
$3.99M
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
260+ 8.45% |
$31.4K - $36K
|
3.34K
$757K
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
260+ 8.72% |
$31.4K - $36K
|
3.24K
$735K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
257+ 3.4% |
$31.1K - $35.6K
|
7.82K
$1.77M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
256+ 9.04% |
$31K - $35.4K
|
3.09K
$701K
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
253+ 1.67% |
$30.6K - $35K
|
15.4K
$3.49M
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
252+ 5.16% |
$30.5K - $34.9K
|
5.13K
$1.17M
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
250+ 3.61% |
$30.2K - $34.6K
|
7.18K
$1.63M
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
250New |
$30.2K - $34.6K
|
250
$56.7K
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
250+ 2.6% |
$30.2K - $34.6K
|
9.88K
$2.24M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
249+ 6.33% |
$30.1K - $34.5K
|
4.18K
$949K
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
248+ 2.06% |
$30K - $34.3K
|
12.3K
$2.79M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
247+ 14.69% |
$29.9K - $34.2K
|
1.93K
$438K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
242+ 6.95% |
$29.3K - $33.5K
|
3.72K
$845K
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
241+ 2.41% |
$29.1K - $33.4K
|
10.2K
$2.32M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
241+ 2.17% |
$29.1K - $33.4K
|
11.3K
$2.57M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
237+ 0.63% |
$28.7K - $32.8K
|
38.1K
$8.65M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
235+ 3.49% |
$28.4K - $32.5K
|
6.98K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
232New |
$28K - $32.1K
|
232
$52.6K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
231New |
$27.9K - $32K
|
231
$52.4K
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
229+ 1.41% |
$27.7K - $31.7K
|
16.5K
$3.75M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
229+ 0.63% |
$27.7K - $31.7K
|
36.7K
$8.32M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
227+ 6.08% |
$27.4K - $31.4K
|
3.96K
$898K
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
225+ 0.47% |
$27.2K - $31.1K
|
47.9K
$10.9M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
225+ 2.97% |
$27.2K - $31.1K
|
7.8K
$1.77M
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
225+ 1.5% |
$27.2K - $31.1K
|
15.2K
$3.45M
|