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 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
82+ 0.86% |
$9.91K - $11.3K
|
9.64K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
81+ 1.72% |
$9.79K - $11.2K
|
4.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80+ 0.56% |
$9.67K - $11.1K
|
14.5K
$3.28M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
78+ 1.44% |
$9.43K - $10.8K
|
5.5K
$1.25M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
77+ 3.45% |
$9.31K - $10.7K
|
2.31K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
77+ 3.95% |
$9.31K - $10.7K
|
2.03K
$460K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
76+ 0.42% |
$9.19K - $10.5K
|
18K
$4.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
76+ 0.43% |
$9.19K - $10.5K
|
17.6K
$4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
75+ 0.38% |
$9.07K - $10.4K
|
20K
$4.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
74+ 1.88% |
$8.95K - $10.2K
|
4.02K
$911K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
73+ 42.94% |
$8.83K - $10.1K
|
243
$55.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
73+ 3.74% |
$8.83K - $10.1K
|
2.02K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
73+ 19.78% |
$8.83K - $10.1K
|
442
$100K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
71+ 4.1% |
$8.58K - $9.83K
|
1.8K
$409K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
71+ 1.09% |
$8.58K - $9.83K
|
6.56K
$1.49M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
69+ 2.16% |
$8.34K - $9.55K
|
3.27K
$741K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
67+ 0.47% |
$8.1K - $9.27K
|
14.5K
$3.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
67+ 6.54% |
$8.1K - $9.27K
|
1.09K
$248K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
66+ 3.67% |
$7.98K - $9.13K
|
1.86K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
66+ 3.51% |
$7.98K - $9.13K
|
1.95K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
65+ 0.37% |
$7.86K - $9K
|
17.6K
$4M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
65+ 0.67% |
$7.86K - $9K
|
9.79K
$2.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
64+ 1.3% |
$7.74K - $8.86K
|
4.97K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
63+ 1.24% |
$7.62K - $8.72K
|
5.13K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
62+ 0.18% |
$7.5K - $8.58K
|
34.2K
$7.77M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62+ 3.4% |
$7.5K - $8.58K
|
1.89K
$428K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
61+ 2.68% |
$7.37K - $8.44K
|
2.34K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
61+ 1.46% |
$7.37K - $8.44K
|
4.24K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
60+ 1.48% |
$7.25K - $8.3K
|
4.11K
$933K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
59+ 1.63% |
$7.13K - $8.17K
|
3.69K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
58+ 1.62% |
$7.01K - $8.03K
|
3.64K
$826K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 3.27% |
$6.89K - $7.89K
|
1.8K
$408K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
53+ 2.51% |
$6.41K - $7.34K
|
2.17K
$491K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
52+ 1.03% |
$6.29K - $7.2K
|
5.12K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
51+ 4.61% |
$6.17K - $7.06K
|
1.16K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
51+ 0.38% |
$6.17K - $7.06K
|
13.4K
$3.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 0.48% |
$6.05K - $6.92K
|
10.4K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
50+ 1.51% |
$6.05K - $6.92K
|
3.36K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50+ 1.42% |
$6.05K - $6.92K
|
3.57K
$811K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
49+ 0.76% |
$5.92K - $6.78K
|
6.51K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
49+ 0.96% |
$5.92K - $6.78K
|
5.14K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
49+ 0.72% |
$5.92K - $6.78K
|
6.85K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
48+ 24.37% |
$5.8K - $6.64K
|
245
$55.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
47+ 0.78% |
$5.68K - $6.5K
|
6.09K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 1.15% |
$5.56K - $6.37K
|
4.05K
$919K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
46+ 0.31% |
$5.56K - $6.37K
|
14.9K
$3.38M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
45+ 1.19% |
$5.44K - $6.23K
|
3.83K
$870K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
45+ 0.6% |
$5.44K - $6.23K
|
7.53K
$1.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45+ 40.18% |
$5.44K - $6.23K
|
157
$35.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
45+ 15.1% |
$5.44K - $6.23K
|
343
$77.8K
|