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 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-33- 0.1% |
$3.99K - $4.57K
|
34.1K
$7.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-33- 1.64% |
$3.99K - $4.57K
|
1.97K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-33- 0.58% |
$3.99K - $4.57K
|
5.69K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-34- 1.86% |
$4.11K - $4.71K
|
1.79K
$407K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-34- 0.46% |
$4.11K - $4.71K
|
7.28K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-34- 1.46% |
$4.11K - $4.71K
|
2.29K
$520K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-34- 1.41% |
$4.11K - $4.71K
|
2.37K
$538K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 1.41% |
$4.23K - $4.84K
|
2.44K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-35- 1.35% |
$4.23K - $4.84K
|
2.56K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-36- 1.69% |
$4.35K - $4.98K
|
2.1K
$476K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-37- 1.32% |
$4.47K - $5.12K
|
2.76K
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38- 0.13% |
$4.59K - $5.26K
|
28.2K
$6.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-39- 1.45% |
$4.72K - $5.4K
|
2.65K
$600K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-41- 0.9% |
$4.96K - $5.67K
|
4.53K
$1.03M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-41- 5.44% |
$4.96K - $5.67K
|
712
$162K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-42- 1.39% |
$5.08K - $5.81K
|
2.97K
$675K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-43- 1.14% |
$5.2K - $5.95K
|
3.72K
$845K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-43- 1.19% |
$5.2K - $5.95K
|
3.56K
$808K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-43- 4.3% |
$5.2K - $5.95K
|
956
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-44- 0.98% |
$5.32K - $6.09K
|
4.45K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-44- 1.59% |
$5.32K - $6.09K
|
2.72K
$618K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-44- 1.38% |
$5.32K - $6.09K
|
3.13K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-45- 1.69% |
$5.44K - $6.23K
|
2.62K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-46- 0.16% |
$5.56K - $6.37K
|
28.1K
$6.37M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-47- 3.06% |
$5.68K - $6.5K
|
1.49K
$338K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-49- 1.21% |
$5.92K - $6.78K
|
4K
$907K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-49- 1.13% |
$5.92K - $6.78K
|
4.28K
$971K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-49- 1.65% |
$5.92K - $6.78K
|
2.93K
$664K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-49- 0.91% |
$5.92K - $6.78K
|
5.34K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-50- 0.78% |
$6.05K - $6.92K
|
6.33K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 0.05% |
$6.05K - $6.92K
|
91.4K
$20.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-50- 1.91% |
$6.05K - $6.92K
|
2.57K
$582K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.68% |
$6.05K - $6.92K
|
7.3K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-50- 0.91% |
$6.05K - $6.92K
|
5.43K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 1.59% |
$6.05K - $6.92K
|
3.1K
$704K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-50- 0.82% |
$6.05K - $6.92K
|
6.03K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-52- 2.52% |
$6.29K - $7.2K
|
2.01K
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-52- 0.2% |
$6.29K - $7.2K
|
26K
$5.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-53- 1.59% |
$6.41K - $7.34K
|
3.27K
$742K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-53- 1.23% |
$6.41K - $7.34K
|
4.25K
$964K
|
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-54- 2.58% |
$6.53K - $7.47K
|
2.04K
$463K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-54- 0.72% |
$6.53K - $7.47K
|
7.43K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-54- 1.69% |
$6.53K - $7.47K
|
3.15K
$714K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-54- 0.53% |
$6.53K - $7.47K
|
10.2K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-55- 1.61% |
$6.65K - $7.61K
|
3.36K
$762K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-55- 3.01% |
$6.65K - $7.61K
|
1.77K
$402K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-58- 19.33% |
$7.01K - $8.03K
|
242
$54.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-60- 0.48% |
$7.25K - $8.3K
|
12.5K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-61- 1.94% |
$7.37K - $8.44K
|
3.08K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-62- 3.46% |
$7.5K - $8.58K
|
1.73K
$393K
|