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 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87- 3.75% |
$10.5K - $12K
|
2.24K
$498K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-87- 6.38% |
$10.5K - $12K
|
1.28K
$285K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-89- 4.36% |
$10.8K - $12.3K
|
1.95K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-90- 2.42% |
$10.9K - $12.5K
|
3.63K
$809K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-91- 2.52% |
$11K - $12.6K
|
3.53K
$786K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-91- 3.11% |
$11K - $12.6K
|
2.84K
$633K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-92- 12.74% |
$11.1K - $12.7K
|
630
$140K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-92- 3.65% |
$11.1K - $12.7K
|
2.43K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-92- 2.96% |
$11.1K - $12.7K
|
3.02K
$672K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-93- 0.58% |
$11.2K - $12.9K
|
15.9K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-94- 5.33% |
$11.4K - $13K
|
1.67K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-94- 0.4% |
$11.4K - $13K
|
23.7K
$5.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.17% |
$11.5K - $13.1K
|
4.27K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-95- 0.91% |
$11.5K - $13.1K
|
10.4K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-96- 1.38% |
$11.6K - $13.3K
|
6.88K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-98- 2.75% |
$11.8K - $13.6K
|
3.47K
$773K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-98- 2.75% |
$11.8K - $13.6K
|
3.47K
$773K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-98- 4.69% |
$11.8K - $13.6K
|
1.99K
$444K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-99- 1.29% |
$12K - $13.7K
|
7.6K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-99- 1.41% |
$12K - $13.7K
|
6.95K
$1.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-99- 3.56% |
$12K - $13.7K
|
2.68K
$597K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.38% |
$12.1K - $13.8K
|
4.1K
$914K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-100- 1.59% |
$12.1K - $13.8K
|
6.19K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 2.6% |
$12.1K - $13.8K
|
3.75K
$836K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-100- 2.08% |
$12.1K - $13.8K
|
4.71K
$1.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 5.21% |
$12.1K - $13.8K
|
1.82K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100- 2.72% |
$12.1K - $13.8K
|
3.58K
$799K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-100- 0.61% |
$12.1K - $13.8K
|
16.3K
$3.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 4.6% |
$12.1K - $13.8K
|
2.07K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-100- 4.76% |
$12.1K - $13.8K
|
2K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-100- 6.2% |
$12.1K - $13.8K
|
1.51K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-100- 0.42% |
$12.1K - $13.8K
|
23.4K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-100- 2.11% |
$12.1K - $13.8K
|
4.65K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-100- 1.71% |
$12.1K - $13.8K
|
5.74K
$1.28M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 3.91% |
$12.1K - $13.8K
|
2.46K
$547K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 14.14% |
$12.1K - $13.8K
|
607
$135K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-101- 1.98% |
$12.2K - $14K
|
4.99K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-104- 1.0% |
$12.6K - $14.4K
|
10.3K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104- 1.61% |
$12.6K - $14.4K
|
6.37K
$1.42M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104- 1.61% |
$12.6K - $14.4K
|
6.37K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-106- 2.85% |
$12.8K - $14.7K
|
3.61K
$806K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-107- 1.71% |
$12.9K - $14.8K
|
6.15K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-108- 4.07% |
$13.1K - $14.9K
|
2.55K
$568K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-109- 1.1% |
$13.2K - $15.1K
|
9.8K
$2.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-109- 2.08% |
$13.2K - $15.1K
|
5.13K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-109- 0.55% |
$13.2K - $15.1K
|
19.8K
$4.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-109- 6.17% |
$13.2K - $15.1K
|
1.66K
$369K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-111- 0.33% |
$13.4K - $15.4K
|
33.9K
$7.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-111- 5.87% |
$13.4K - $15.4K
|
1.78K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-111- 2.55% |
$13.4K - $15.4K
|
4.24K
$946K
|