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 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1+ 0.02% |
$121 - $138
|
5.03K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.85% |
$121 - $138
|
119
$26.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.3% |
$121 - $138
|
78
$17.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.05% |
$121 - $138
|
1.93K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$121 - $138
|
2.65K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$121 - $138
|
3.33K
$742K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$121 - $138
|
1.99K
$443K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1- 0.04% |
$121 - $138
|
2.49K
$555K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1- -0.0% |
$121 - $138
|
23.1K
$5.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.02% |
$121 - $138
|
6.45K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 0.01% |
$121 - $138
|
7.19K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1- 0.01% |
$121 - $138
|
17K
$3.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-2- 0.12% |
$242 - $277
|
1.61K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2- 0.08% |
$242 - $277
|
2.38K
$530K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.03% |
$242 - $277
|
5.99K
$1.34M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-2- 0.12% |
$242 - $277
|
1.61K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-3- 0.04% |
$363 - $415
|
6.69K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3- 0.9% |
$363 - $415
|
330
$73.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3- 0.12% |
$363 - $415
|
2.45K
$546K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-4- 0.05% |
$484 - $554
|
7.47K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4- 0.57% |
$484 - $554
|
701
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4- 0.03% |
$484 - $554
|
11.6K
$2.59M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4- 0.03% |
$484 - $554
|
11.6K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5- 0.26% |
$605 - $692
|
1.95K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 4.76% |
$605 - $692
|
100
$22.3K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 0.3% |
$605 - $692
|
1.64K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-5- 0.26% |
$605 - $692
|
1.88K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5- 0.22% |
$605 - $692
|
2.3K
$512K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6- 0.26% |
$725 - $830
|
2.34K
$522K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6- 0.2% |
$725 - $830
|
2.96K
$659K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-6- 0.05% |
$725 - $830
|
12.6K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6- 0.36% |
$725 - $830
|
1.68K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6- 0.09% |
$725 - $830
|
6.53K
$1.46M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-7- 0.26% |
$846 - $969
|
2.68K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-7- 0.18% |
$846 - $969
|
3.93K
$876K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 2.37% |
$967 - $1.11K
|
329
$73.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8- 0.05% |
$967 - $1.11K
|
16.5K
$3.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.19% |
$967 - $1.11K
|
4.17K
$930K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-9- 0.34% |
$1.09K - $1.25K
|
2.6K
$580K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-9- 0.09% |
$1.09K - $1.25K
|
10.5K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9- 0.4% |
$1.09K - $1.25K
|
2.25K
$503K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 0.71% |
$1.09K - $1.25K
|
1.26K
$281K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10- 0.08% |
$1.21K - $1.38K
|
12.3K
$2.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-10- 0.58% |
$1.21K - $1.38K
|
1.72K
$384K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-10- 0.22% |
$1.21K - $1.38K
|
4.61K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-10- 0.55% |
$1.21K - $1.38K
|
1.8K
$401K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.3% |
$1.21K - $1.38K
|
3.28K
$730K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-11- 0.68% |
$1.33K - $1.52K
|
1.61K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-11- 0.28% |
$1.33K - $1.52K
|
3.92K
$875K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11- 0.34% |
$1.33K - $1.52K
|
3.22K
$717K
|