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 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
19+ 0.28% |
$2.3K - $2.63K
|
6.7K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
18+ 0.72% |
$2.18K - $2.49K
|
2.51K
$569K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
18+ 0.72% |
$2.18K - $2.49K
|
2.53K
$573K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 1.23% |
$2.18K - $2.49K
|
1.49K
$337K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.52% |
$2.18K - $2.49K
|
3.47K
$786K
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
BUY
|
- |
18+ 0.75% |
$2.18K - $2.49K
|
2.41K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 1.06% |
$2.18K - $2.49K
|
1.71K
$388K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 0.33% |
$2.18K - $2.49K
|
5.51K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
17+ 1.04% |
$2.06K - $2.35K
|
1.66K
$376K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
17+ 0.6% |
$2.06K - $2.35K
|
2.87K
$651K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 14.68% |
$1.93K - $2.21K
|
125
$28.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
16+ 0.32% |
$1.93K - $2.21K
|
5.02K
$1.14M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
16+ 0.45% |
$1.93K - $2.21K
|
3.54K
$804K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
15+ 0.97% |
$1.81K - $2.08K
|
1.56K
$354K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15+ 0.23% |
$1.81K - $2.08K
|
6.47K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.81K - $2.08K
|
10.5K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
15+ 0.59% |
$1.81K - $2.08K
|
2.55K
$578K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$1.69K - $1.94K
|
4K
$907K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
14+ 0.19% |
$1.69K - $1.94K
|
7.33K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.43% |
$1.57K - $1.8K
|
3.01K
$683K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
13+ 0.46% |
$1.57K - $1.8K
|
2.85K
$646K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 2.03% |
$1.57K - $1.8K
|
653
$148K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.98% |
$1.45K - $1.66K
|
1.24K
$281K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
12+ 0.2% |
$1.45K - $1.66K
|
5.98K
$1.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.57% |
$1.45K - $1.66K
|
2.1K
$477K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.42% |
$1.45K - $1.66K
|
2.89K
$656K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.24% |
$1.45K - $1.66K
|
5K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12+ 0.69% |
$1.45K - $1.66K
|
1.76K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
12+ 0.25% |
$1.45K - $1.66K
|
4.76K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.46% |
$1.33K - $1.52K
|
2.41K
$546K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11+ 0.3% |
$1.33K - $1.52K
|
3.63K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
11+ 0.11% |
$1.33K - $1.52K
|
10.2K
$2.32M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.41% |
$1.21K - $1.38K
|
2.44K
$553K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.6% |
$1.21K - $1.38K
|
1.66K
$377K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
10+ 0.56% |
$1.21K - $1.38K
|
1.79K
$406K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10+ 0.06% |
$1.21K - $1.38K
|
16.2K
$3.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.95% |
$1.21K - $1.38K
|
1.06K
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$1.21K - $1.38K
|
3.21K
$727K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10New |
$1.21K - $1.38K
|
10
$2.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 1.25% |
$1.21K - $1.38K
|
810
$184K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 0.48% |
$1.21K - $1.38K
|
2.12K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
9+ 0.36% |
$1.09K - $1.25K
|
2.52K
$573K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9+ 0.16% |
$1.09K - $1.25K
|
5.55K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.24% |
$1.09K - $1.25K
|
3.84K
$870K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
8+ 0.44% |
$967 - $1.11K
|
1.83K
$415K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 1.16% |
$967 - $1.11K
|
698
$158K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8+ 0.21% |
$967 - $1.11K
|
3.85K
$873K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.66% |
$967 - $1.11K
|
1.23K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
8+ 0.44% |
$967 - $1.11K
|
1.83K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
$967 - $1.11K
|
2.34K
$532K
|