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
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
123+ 0.75% |
$14.9K - $17K
|
16.6K
$3.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
122+ 3.03% |
$14.7K - $16.9K
|
4.15K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
121+ 2.64% |
$14.6K - $16.7K
|
4.7K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
119+ 1.35% |
$14.4K - $16.5K
|
8.97K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.85% |
$14.4K - $16.5K
|
4.3K
$976K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
118+ 6.52% |
$14.3K - $16.3K
|
1.93K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
116+ 1.33% |
$14K - $16.1K
|
8.86K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
114+ 1.12% |
$13.8K - $15.8K
|
10.3K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
114+ 0.54% |
$13.8K - $15.8K
|
21.3K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
111+ 0.91% |
$13.4K - $15.4K
|
12.3K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
110+ 1.91% |
$13.3K - $15.2K
|
5.87K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
110+ 0.7% |
$13.3K - $15.2K
|
15.7K
$3.57M
|
|
|
Aug 17, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
110+ 0.66% |
$13.3K - $15.2K
|
16.7K
$3.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
109+ 1.85% |
$13.2K - $15.1K
|
5.99K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
109+ 0.97% |
$13.2K - $15.1K
|
11.3K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
107+ 2.38% |
$12.9K - $14.8K
|
4.6K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
105+ 1.53% |
$12.7K - $14.5K
|
6.95K
$1.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
105+ 0.91% |
$12.7K - $14.5K
|
11.6K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
105+ 15.22% |
$12.7K - $14.5K
|
795
$180K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
105+ 15.22% |
$12.7K - $14.5K
|
795
$180K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
102+ 1.6% |
$12.3K - $14.1K
|
6.46K
$1.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
101+ 13.19% |
$12.2K - $14K
|
867
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
101+ 2.97% |
$12.2K - $14K
|
3.5K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
101+ 5.53% |
$12.2K - $14K
|
1.93K
$437K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
100+ 3.38% |
$12.1K - $13.8K
|
3.06K
$695K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 3.16% |
$12.1K - $13.8K
|
3.27K
$742K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
100+ 3.79% |
$12.1K - $13.8K
|
2.74K
$622K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
100+ 2.92% |
$12.1K - $13.8K
|
3.53K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 4.01% |
$12.1K - $13.8K
|
2.6K
$589K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 2.51% |
$12.1K - $13.8K
|
4.08K
$926K
|
|
|
Aug 10, 2023
Q2 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
100+ 0.08% |
$12.1K - $13.8K
|
124K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
100+ 2.79% |
$12.1K - $13.8K
|
3.68K
$835K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
99+ 22.15% |
$12K - $13.7K
|
546
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
99+ 0.96% |
$12K - $13.7K
|
10.4K
$2.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
99+ 1.82% |
$12K - $13.7K
|
5.55K
$1.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
97+ 1.24% |
$11.7K - $13.4K
|
7.9K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97+ 0.21% |
$11.7K - $13.4K
|
46.3K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
96+ 2.14% |
$11.6K - $13.3K
|
4.58K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
95+ 0.96% |
$11.5K - $13.1K
|
9.96K
$2.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
95+ 3.75% |
$11.5K - $13.1K
|
2.63K
$596K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
93+ 4.71% |
$11.2K - $12.9K
|
2.07K
$469K
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
92+ 2.37% |
$11.1K - $12.7K
|
3.97K
$900K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
90+ 1.05% |
$10.9K - $12.5K
|
8.63K
$1.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
88+ 0.68% |
$10.6K - $12.2K
|
13K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
88+ 3.9% |
$10.6K - $12.2K
|
2.35K
$533K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
87+ 0.39% |
$10.5K - $12K
|
22.5K
$5.1M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
85+ 4.41% |
$10.3K - $11.8K
|
2.01K
$457K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
83+ 5.19% |
$10K - $11.5K
|
1.68K
$382K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 2.3% |
$10K - $11.5K
|
3.68K
$836K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
82+ 3.5% |
$9.91K - $11.3K
|
2.43K
$551K
|