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 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
223+ 0.39% |
$27K - $30.9K
|
57.4K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
222+ 0.78% |
$26.8K - $30.7K
|
28.6K
$6.5M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
222+ 0.47% |
$26.8K - $30.7K
|
47.9K
$10.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
221+ 10.6% |
$26.7K - $30.6K
|
2.31K
$523K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
220+ 32.88% |
$26.6K - $30.4K
|
889
$202K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
219+ 7.94% |
$26.5K - $30.3K
|
2.98K
$675K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
219+ 3.01% |
$26.5K - $30.3K
|
7.5K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
217+ 7.49% |
$26.2K - $30K
|
3.11K
$707K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
215+ 4.92% |
$26K - $29.8K
|
4.59K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
214+ 12.94% |
$25.9K - $29.6K
|
1.87K
$424K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
214+ 3.75% |
$25.9K - $29.6K
|
5.92K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
209+ 0.65% |
$25.3K - $28.9K
|
32.4K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
207+ 6.25% |
$25K - $28.6K
|
3.52K
$799K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
206+ 9.21% |
$24.9K - $28.5K
|
2.44K
$554K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
204+ 5.38% |
$24.7K - $28.2K
|
4K
$907K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
203+ 0.34% |
$24.5K - $28.1K
|
60.7K
$13.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
203+ 1.29% |
$24.5K - $28.1K
|
15.9K
$3.61M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
202+ 2.98% |
$24.4K - $28K
|
6.98K
$1.58M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
202+ 2.98% |
$24.4K - $28K
|
6.98K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
200+ 2.5% |
$24.2K - $27.7K
|
8.19K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
200+ 4.98% |
$24.2K - $27.7K
|
4.22K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
197+ 0.06% |
$23.8K - $27.3K
|
332K
$75.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
197+ 8.54% |
$23.8K - $27.3K
|
2.5K
$568K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
197+ 8.54% |
$23.8K - $27.3K
|
2.5K
$568K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
195+ 5.27% |
$23.6K - $27K
|
3.9K
$884K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
194+ 10.3% |
$23.5K - $26.8K
|
2.08K
$472K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
190+ 5.64% |
$23K - $26.3K
|
3.56K
$808K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
188+ 11.17% |
$22.7K - $26K
|
1.87K
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
185+ 1.81% |
$22.4K - $25.6K
|
10.4K
$2.36M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
185+ 0.62% |
$22.4K - $25.6K
|
29.9K
$6.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
183New |
$22.1K - $25.3K
|
183
$41.5K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
183+ 9.68% |
$22.1K - $25.3K
|
2.07K
$471K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
180+ 6.67% |
$21.8K - $24.9K
|
2.88K
$654K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
180+ 1.41% |
$21.8K - $24.9K
|
12.9K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
180+ 2.18% |
$21.8K - $24.9K
|
8.44K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
180+ 18.6% |
$21.8K - $24.9K
|
1.15K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
177+ 4.66% |
$21.4K - $24.5K
|
3.98K
$902K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
175+ 10.13% |
$21.2K - $24.2K
|
1.9K
$432K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
174+ 2.0% |
$21K - $24.1K
|
8.88K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
173+ 10.13% |
$20.9K - $23.9K
|
1.88K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
172+ 9.21% |
$20.8K - $23.8K
|
2.04K
$463K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
170+ 2.61% |
$20.6K - $23.5K
|
6.69K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
170+ 8.9% |
$20.6K - $23.5K
|
2.08K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
168+ 97.67% |
$20.3K - $23.3K
|
340
$77.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
167+ 2.0% |
$20.2K - $23.1K
|
8.51K
$1.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
163+ 4.88% |
$19.7K - $22.6K
|
3.51K
$796K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
163+ 4.88% |
$19.7K - $22.6K
|
3.51K
$796K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
161+ 8.55% |
$19.5K - $22.3K
|
2.05K
$464K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
160+ 3.52% |
$19.3K - $22.1K
|
4.7K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
158+ 3.36% |
$19.1K - $21.9K
|
4.87K
$1.1M
|