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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104- 1.61% |
$12.6K - $14.4K
|
6.37K
$1.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-106- 2.85% |
$12.8K - $14.7K
|
3.61K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-107- 1.71% |
$12.9K - $14.8K
|
6.15K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-108- 4.07% |
$13.1K - $14.9K
|
2.55K
$723K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-109- 1.1% |
$13.2K - $15.1K
|
9.8K
$2.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-109- 2.08% |
$13.2K - $15.1K
|
5.13K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-109- 0.55% |
$13.2K - $15.1K
|
19.8K
$5.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-109- 6.17% |
$13.2K - $15.1K
|
1.66K
$470K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-111- 0.33% |
$13.4K - $15.4K
|
33.9K
$9.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-111- 5.87% |
$13.4K - $15.4K
|
1.78K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-111- 2.55% |
$13.4K - $15.4K
|
4.24K
$1.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.33% |
$13.4K - $15.4K
|
33.9K
$9.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-112- 0.33% |
$13.5K - $15.5K
|
33.9K
$9.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-112- 0.31% |
$13.5K - $15.5K
|
35.7K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-117- 1.95% |
$14.1K - $16.2K
|
5.9K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-118- 2.44% |
$14.3K - $16.3K
|
4.72K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-118- 2.17% |
$14.3K - $16.3K
|
5.32K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-119- 4.51% |
$14.4K - $16.5K
|
2.52K
$715K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-119- 0.15% |
$14.4K - $16.5K
|
81.1K
$23M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-120- 4.06% |
$14.5K - $16.6K
|
2.83K
$804K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-123- 3.28% |
$14.9K - $17K
|
3.63K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-124- 0.58% |
$15K - $17.2K
|
21.2K
$6.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-124- 0.44% |
$15K - $17.2K
|
27.8K
$7.88M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-124- 0.58% |
$15K - $17.2K
|
21.2K
$6.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-125- 4.86% |
$15.1K - $17.3K
|
2.45K
$694K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-125- 2.76% |
$15.1K - $17.3K
|
4.41K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-125- 0.66% |
$15.1K - $17.3K
|
18.9K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-125- 4.25% |
$15.1K - $17.3K
|
2.82K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-126- 3.32% |
$15.2K - $17.4K
|
3.67K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-128- 5.68% |
$15.5K - $17.7K
|
2.13K
$603K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-129- 10.92% |
$15.6K - $17.9K
|
1.05K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-129- 5.8% |
$15.6K - $17.9K
|
2.1K
$595K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-130- 7.66% |
$15.7K - $18K
|
1.57K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-130- 56.52% |
$15.7K - $18K
|
100
$28.4K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-131- 2.2% |
$15.8K - $18.1K
|
5.83K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-131- 0.29% |
$15.8K - $18.1K
|
45.4K
$12.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-131- 5.7% |
$15.8K - $18.1K
|
2.17K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-133- 0.89% |
$16.1K - $18.4K
|
14.7K
$4.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-134- 5.59% |
$16.2K - $18.5K
|
2.27K
$643K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-135- 5.02% |
$16.3K - $18.7K
|
2.56K
$725K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-136- 0.82% |
$16.4K - $18.8K
|
16.4K
$4.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-141- 3.76% |
$17K - $19.5K
|
3.61K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-142- 2.55% |
$17.2K - $19.7K
|
5.43K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-145- 3.82% |
$17.5K - $20.1K
|
3.65K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-147- 2.32% |
$17.8K - $20.3K
|
6.18K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-147- 3.08% |
$17.8K - $20.3K
|
4.62K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-148- 1.67% |
$17.9K - $20.5K
|
8.73K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-148- 6.26% |
$17.9K - $20.5K
|
2.22K
$629K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-149- 0.79% |
$18K - $20.6K
|
18.7K
$5.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-150- 2.8% |
$18.1K - $20.8K
|
5.22K
$1.48M
|