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 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-63- 2.93% |
$7.62K - $8.72K
|
2.09K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-63- 0.48% |
$7.62K - $8.72K
|
13.2K
$2.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-64- 11.81% |
$7.74K - $8.86K
|
478
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-65- 2.97% |
$7.86K - $9K
|
2.13K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-65- 1.62% |
$7.86K - $9K
|
3.96K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-65- 2.2% |
$7.86K - $9K
|
2.9K
$645K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-66- 1.69% |
$7.98K - $9.13K
|
3.85K
$858K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-66- 1.27% |
$7.98K - $9.13K
|
5.15K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-67- 4.1% |
$8.1K - $9.27K
|
1.57K
$350K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-67- 6.14% |
$8.1K - $9.27K
|
1.02K
$228K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 4.14% |
$8.1K - $9.27K
|
1.55K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-68- 0.81% |
$8.22K - $9.41K
|
8.3K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-69- 1.82% |
$8.34K - $9.55K
|
3.73K
$831K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-70- 2.79% |
$8.46K - $9.69K
|
2.44K
$544K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-71- 1.48% |
$8.58K - $9.83K
|
4.73K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.57% |
$8.58K - $9.83K
|
12.4K
$2.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-72- 10.14% |
$8.7K - $9.96K
|
638
$142K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-74- 1.93% |
$8.95K - $10.2K
|
3.76K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-74- 0.36% |
$8.95K - $10.2K
|
20.3K
$4.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-75- 2.35% |
$9.07K - $10.4K
|
3.12K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-75- 0.57% |
$9.07K - $10.4K
|
13.2K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-75- 1.84% |
$9.07K - $10.4K
|
4.01K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-75- 0.96% |
$9.07K - $10.4K
|
7.73K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-76- 1.35% |
$9.19K - $10.5K
|
5.54K
$1.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-76- 3.1% |
$9.19K - $10.5K
|
2.37K
$529K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-76- 10.53% |
$9.19K - $10.5K
|
646
$144K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-76- 1.99% |
$9.19K - $10.5K
|
3.75K
$835K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-76- 4.11% |
$9.19K - $10.5K
|
1.77K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-77- 2.32% |
$9.31K - $10.7K
|
3.24K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-77- 1.05% |
$9.31K - $10.7K
|
7.25K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-78- 0.92% |
$9.43K - $10.8K
|
8.38K
$1.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-79- 7.7% |
$9.55K - $10.9K
|
947
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-79- 0.09% |
$9.55K - $10.9K
|
86.9K
$19.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-80- 2.07% |
$9.67K - $11.1K
|
3.78K
$843K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-80- 1.89% |
$9.67K - $11.1K
|
4.16K
$926K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-80- 0.67% |
$9.67K - $11.1K
|
11.8K
$2.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-81- 1.56% |
$9.79K - $11.2K
|
5.1K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-81- 4.92% |
$9.79K - $11.2K
|
1.57K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-81- 1.96% |
$9.79K - $11.2K
|
4.05K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-81- 9.9% |
$9.79K - $11.2K
|
737
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-81- 1.03% |
$9.79K - $11.2K
|
7.78K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-82- 3.52% |
$9.91K - $11.3K
|
2.25K
$501K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-82- 0.75% |
$9.91K - $11.3K
|
10.8K
$2.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-82- 1.99% |
$9.91K - $11.3K
|
4.04K
$902K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-82- 0.92% |
$9.91K - $11.3K
|
8.85K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-83- 0.36% |
$10K - $11.5K
|
23.1K
$5.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-83- 2.22% |
$10K - $11.5K
|
3.66K
$816K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-85- 0.59% |
$10.3K - $11.8K
|
14.4K
$3.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-86- 5.64% |
$10.4K - $11.9K
|
1.44K
$321K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-87- 1.9% |
$10.5K - $12K
|
4.5K
$1M
|