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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
45+ 1.51% |
$5.44K - $6.23K
|
3.02K
$685K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
44+ 0.95% |
$5.32K - $6.09K
|
4.67K
$1.06M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
44New |
$5.32K - $6.09K
|
44
$9.98K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
43+ 1.0% |
$5.2K - $5.95K
|
4.32K
$981K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
42+ 2.58% |
$5.08K - $5.81K
|
1.67K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
42+ 0.42% |
$5.08K - $5.81K
|
9.93K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.33% |
$5.08K - $5.81K
|
12.9K
$2.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
38+ 1.05% |
$4.59K - $5.26K
|
3.66K
$831K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
38+ 0.22% |
$4.59K - $5.26K
|
17.1K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
38+ 0.39% |
$4.59K - $5.26K
|
9.79K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
37+ 1.94% |
$4.47K - $5.12K
|
1.94K
$440K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
36+ 2.17% |
$4.35K - $4.98K
|
1.7K
$385K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 1.15% |
$4.35K - $4.98K
|
3.18K
$721K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36+ 0.17% |
$4.35K - $4.98K
|
21.2K
$4.81M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
35+ 1.18% |
$4.23K - $4.84K
|
3K
$681K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
35+ 0.6% |
$4.23K - $4.84K
|
5.82K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
34+ 0.96% |
$4.11K - $4.71K
|
3.57K
$809K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33+ 0.64% |
$3.99K - $4.57K
|
5.17K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
33+ 1.75% |
$3.99K - $4.57K
|
1.92K
$435K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32+ 0.62% |
$3.87K - $4.43K
|
5.16K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
31+ 0.45% |
$3.75K - $4.29K
|
6.96K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
30+ 1.28% |
$3.63K - $4.15K
|
2.38K
$540K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
30+ 0.39% |
$3.63K - $4.15K
|
7.72K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
30+ 7.16% |
$3.63K - $4.15K
|
449
$102K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
29+ 0.04% |
$3.51K - $4.01K
|
69K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
29+ 0.89% |
$3.51K - $4.01K
|
3.3K
$750K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
27+ 9.54% |
$3.26K - $3.74K
|
310
$70.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 0.26% |
$3.26K - $3.74K
|
10.3K
$2.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
27+ 0.68% |
$3.26K - $3.74K
|
3.99K
$905K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
26+ 0.16% |
$3.14K - $3.6K
|
16.2K
$3.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
26+ 1.01% |
$3.14K - $3.6K
|
2.6K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 1.22% |
$3.14K - $3.6K
|
2.16K
$490K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25+ 1.56% |
$3.02K - $3.46K
|
1.63K
$370K
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
25+ 0.28% |
$3.02K - $3.46K
|
8.88K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
25+ 0.87% |
$3.02K - $3.46K
|
2.91K
$660K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
24+ 0.2% |
$2.9K - $3.32K
|
12.3K
$2.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
24+ 1.37% |
$2.9K - $3.32K
|
1.78K
$404K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
24+ 1.17% |
$2.9K - $3.32K
|
2.08K
$472K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
22+ 0.15% |
$2.66K - $3.04K
|
14.7K
$3.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
22+ 0.28% |
$2.66K - $3.04K
|
7.85K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
21+ 1.0% |
$2.54K - $2.91K
|
2.12K
$482K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
21+ 0.77% |
$2.54K - $2.91K
|
2.76K
$627K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
21+ 0.49% |
$2.54K - $2.91K
|
4.27K
$970K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
21+ 1.14% |
$2.54K - $2.91K
|
1.87K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
21+ 1.32% |
$2.54K - $2.91K
|
1.62K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.85% |
$2.54K - $2.91K
|
2.48K
$563K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
20+ 1.2% |
$2.42K - $2.77K
|
1.69K
$383K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
20+ 0.52% |
$2.42K - $2.77K
|
3.88K
$881K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.19% |
$2.42K - $2.77K
|
10.3K
$2.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.18% |
$2.3K - $2.63K
|
10.5K
$2.39M
|