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 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 2.7% |
$846 - $969
|
266
$59.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
7+ 0.23% |
$846 - $969
|
3.09K
$688K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7+ 0.3% |
$846 - $969
|
2.32K
$518K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$846 - $969
|
1.92K
$429K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.21% |
$846 - $969
|
3.29K
$733K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7+ 0.44% |
$846 - $969
|
1.6K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7+ 0.39% |
$846 - $969
|
1.82K
$406K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
6+ 0.13% |
$725 - $830
|
4.46K
$995K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$725 - $830
|
1.78K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6+ 0.18% |
$725 - $830
|
3.42K
$763K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.29% |
$725 - $830
|
2.11K
$470K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5+ 3.16% |
$605 - $692
|
163
$36.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5+ 5.26% |
$605 - $692
|
100
$22.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.2% |
$605 - $692
|
2.51K
$561K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.07% |
$605 - $692
|
7.19K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
5+ 0.23% |
$605 - $692
|
2.14K
$477K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5+ 0.16% |
$605 - $692
|
3.04K
$678K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5+ 0.13% |
$605 - $692
|
3.86K
$861K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.33% |
$605 - $692
|
1.53K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.18% |
$605 - $692
|
2.86K
$638K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4+ 0.63% |
$484 - $554
|
644
$144K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
4+ 0.02% |
$484 - $554
|
17.8K
$3.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$484 - $554
|
5.36K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$484 - $554
|
19.7K
$4.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.15% |
$363 - $415
|
2K
$445K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.48% |
$363 - $415
|
206
$45.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.14% |
$363 - $415
|
2.18K
$486K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$363 - $415
|
5.07K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3+ 0.18% |
$363 - $415
|
1.68K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.17% |
$363 - $415
|
1.74K
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
3+ 0.12% |
$363 - $415
|
2.5K
$558K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 2.29% |
$363 - $415
|
134
$29.9K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.06% |
$363 - $415
|
5.41K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.13% |
$363 - $415
|
2.39K
$534K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.9% |
$363 - $415
|
338
$75.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2+ 0.92% |
$242 - $277
|
219
$48.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 1.03% |
$242 - $277
|
196
$43.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.06% |
$242 - $277
|
3.4K
$758K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$242 - $277
|
7.51K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.08% |
$242 - $277
|
2.38K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.02% |
$242 - $277
|
9.74K
$2.17M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.3% |
$121 - $138
|
332
$74K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.06% |
$121 - $138
|
1.55K
$346K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.02% |
$121 - $138
|
4.15K
$925K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1+ 0.01% |
$121 - $138
|
7.86K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$121 - $138
|
5.09K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.93% |
$121 - $138
|
109
$24.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1+ 0.02% |
$121 - $138
|
6.3K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$121 - $138
|
2.96K
$660K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$121 - $138
|
4.21K
$940K
|