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 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-12- 0.39% |
$1.45K - $1.66K
|
3.05K
$681K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13- 0.51% |
$1.57K - $1.8K
|
2.54K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-14- 0.06% |
$1.69K - $1.94K
|
24.6K
$5.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.13% |
$1.69K - $1.94K
|
10.9K
$2.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.21% |
$1.81K - $2.08K
|
7.19K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-15- 2.73% |
$1.81K - $2.08K
|
534
$119K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-15- 0.14% |
$1.81K - $2.08K
|
10.5K
$2.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 2.96% |
$1.81K - $2.08K
|
491
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-15- 0.38% |
$1.81K - $2.08K
|
3.93K
$876K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 0.93% |
$1.93K - $2.21K
|
1.7K
$380K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-16- 0.46% |
$1.93K - $2.21K
|
3.47K
$774K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-17- 0.04% |
$2.06K - $2.35K
|
41.7K
$9.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-17- 0.97% |
$2.06K - $2.35K
|
1.74K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-17- 0.67% |
$2.06K - $2.35K
|
2.52K
$562K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-18- 29.51% |
$2.18K - $2.49K
|
43
$9.59K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$2.18K - $2.49K
|
14.7K
$3.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-20- 1.27% |
$2.42K - $2.77K
|
1.55K
$346K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 1.15% |
$2.42K - $2.77K
|
1.71K
$382K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-20- 0.55% |
$2.42K - $2.77K
|
3.64K
$811K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-20- 0.18% |
$2.42K - $2.77K
|
10.9K
$2.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21- 0.77% |
$2.54K - $2.91K
|
2.7K
$601K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-21- 1.2% |
$2.54K - $2.91K
|
1.73K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21- 1.34% |
$2.54K - $2.91K
|
1.55K
$346K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-22- 0.04% |
$2.66K - $3.04K
|
50.3K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-22- 1.1% |
$2.66K - $3.04K
|
1.97K
$440K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23- 0.89% |
$2.78K - $3.18K
|
2.55K
$569K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-23- 0.66% |
$2.78K - $3.18K
|
3.48K
$776K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-23- 1.0% |
$2.78K - $3.18K
|
2.28K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-23- 0.05% |
$2.78K - $3.18K
|
42.2K
$9.41M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-23- 10.6% |
$2.78K - $3.18K
|
194
$43.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-24- 0.54% |
$2.9K - $3.32K
|
4.42K
$986K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 1.33% |
$3.02K - $3.46K
|
1.85K
$412K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-25- 0.47% |
$3.02K - $3.46K
|
5.31K
$1.18M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.49% |
$3.02K - $3.46K
|
980
$219K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.32% |
$3.02K - $3.46K
|
7.76K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-25- 0.41% |
$3.02K - $3.46K
|
6.1K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 3.79% |
$3.02K - $3.46K
|
635
$142K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-25- 1.6% |
$3.02K - $3.46K
|
1.54K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.13% |
$3.02K - $3.46K
|
19K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-25- 0.15% |
$3.02K - $3.46K
|
17.1K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-25- 0.42% |
$3.02K - $3.46K
|
5.96K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.69% |
$3.02K - $3.46K
|
3.57K
$797K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.22% |
$3.14K - $3.6K
|
11.9K
$2.65M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27- 0.71% |
$3.26K - $3.74K
|
3.77K
$841K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.89% |
$3.39K - $3.88K
|
3.13K
$698K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-29- 1.64% |
$3.51K - $4.01K
|
1.74K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-29- 1.64% |
$3.51K - $4.01K
|
1.74K
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.53% |
$3.75K - $4.29K
|
5.77K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-31- 0.21% |
$3.75K - $4.29K
|
14.9K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-31- 1.79% |
$3.75K - $4.29K
|
1.7K
$379K
|