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 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
158+ 5.57% |
$19.1K - $21.9K
|
3K
$680K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
158+ 8.95% |
$19.1K - $21.9K
|
1.92K
$437K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
157+ 981.25% |
$19K - $21.7K
|
173
$39.3K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
157+ 3.94% |
$19K - $21.7K
|
4.14K
$939K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
156+ 2.76% |
$18.9K - $21.6K
|
5.8K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
156+ 75.0% |
$18.9K - $21.6K
|
364
$82.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
156+ 3.38% |
$18.9K - $21.6K
|
4.77K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
153+ 2.74% |
$18.5K - $21.2K
|
5.73K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
152+ 0.57% |
$18.4K - $21K
|
26.6K
$6.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
152+ 1.78% |
$18.4K - $21K
|
8.71K
$1.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 7.25% |
$18.1K - $20.8K
|
2.22K
$503K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
148+ 0.68% |
$17.9K - $20.5K
|
22K
$4.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
147+ 1.27% |
$17.8K - $20.3K
|
11.7K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
147+ 2.7% |
$17.8K - $20.3K
|
5.6K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
146+ 1.77% |
$17.7K - $20.2K
|
8.38K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
145+ 6.87% |
$17.5K - $20.1K
|
2.26K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145+ 1.76% |
$17.5K - $20.1K
|
8.4K
$1.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
142+ 6.73% |
$17.2K - $19.7K
|
2.25K
$511K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 8.0% |
$17.2K - $19.7K
|
1.92K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
142+ 1.69% |
$17.2K - $19.7K
|
8.54K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
140+ 66.67% |
$16.9K - $19.4K
|
350
$79.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
140+ 3.04% |
$16.9K - $19.4K
|
4.75K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
138+ 0.26% |
$16.7K - $19.1K
|
52.4K
$11.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
137+ 4.38% |
$16.6K - $19K
|
3.27K
$741K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
137+ 1.03% |
$16.6K - $19K
|
13.4K
$3.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
137+ 0.64% |
$16.6K - $19K
|
21.5K
$4.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
136+ 5.66% |
$16.4K - $18.8K
|
2.54K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
136+ 0.92% |
$16.4K - $18.8K
|
14.9K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
135+ 1.22% |
$16.3K - $18.7K
|
11.2K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
135+ 1.37% |
$16.3K - $18.7K
|
9.99K
$2.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
134+ 1.52% |
$16.2K - $18.5K
|
8.95K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
134+ 14.46% |
$16.2K - $18.5K
|
1.06K
$241K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
133+ 2.06% |
$16.1K - $18.4K
|
6.58K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
132+ 0.64% |
$16K - $18.3K
|
20.8K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
132+ 3.57% |
$16K - $18.3K
|
3.83K
$870K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
130+ 0.97% |
$15.7K - $18K
|
13.5K
$3.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
130New |
$15.7K - $18K
|
130
$29.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
130+ 2.25% |
$15.7K - $18K
|
5.9K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130+ 10.31% |
$15.7K - $18K
|
1.39K
$316K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
129+ 0.52% |
$15.6K - $17.9K
|
25K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
129+ 7.29% |
$15.6K - $17.9K
|
1.9K
$431K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
128+ 10.88% |
$15.5K - $17.7K
|
1.31K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
128+ 8.0% |
$15.5K - $17.7K
|
1.73K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
127+ 1.99% |
$15.4K - $17.6K
|
6.52K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
126+ 12.29% |
$15.2K - $17.4K
|
1.15K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
125+ 2.07% |
$15.1K - $17.3K
|
6.15K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
125+ 1.44% |
$15.1K - $17.3K
|
8.79K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 7.63% |
$15K - $17.2K
|
1.75K
$397K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
124+ 6.45% |
$15K - $17.2K
|
2.05K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
124+ 2.84% |
$15K - $17.2K
|
4.48K
$1.02M
|