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
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-226- 25.59% |
$27.3K - $31.3K
|
657
$146K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-226- 2.55% |
$27.3K - $31.3K
|
8.63K
$1.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-230- 4.06% |
$27.8K - $31.8K
|
5.44K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-230- 2.54% |
$27.8K - $31.8K
|
8.83K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-231- 13.18% |
$27.9K - $32K
|
1.52K
$339K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-235- 2.45% |
$28.4K - $32.5K
|
9.36K
$2.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-237- 2.73% |
$28.7K - $32.8K
|
8.46K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-237- 4.95% |
$28.7K - $32.8K
|
4.55K
$1.01M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-239- 4.63% |
$28.9K - $33.1K
|
4.93K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-240- 10.05% |
$29K - $33.2K
|
2.15K
$479K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-244- 4.99% |
$29.5K - $33.8K
|
4.65K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-246- 11.02% |
$29.7K - $34K
|
1.99K
$443K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-250- 2.37% |
$30.2K - $34.6K
|
10.3K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-252- 28.03% |
$30.5K - $34.9K
|
647
$144K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-253- 1.05% |
$30.6K - $35K
|
23.8K
$5.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-255- 3.22% |
$30.8K - $35.3K
|
7.67K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-260- 1.03% |
$31.4K - $36K
|
24.9K
$5.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-263- 1.93% |
$31.8K - $36.4K
|
13.4K
$2.99M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-266- 0.82% |
$32.2K - $36.8K
|
32K
$7.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-266- 4.69% |
$32.2K - $36.8K
|
5.41K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-266- 10.27% |
$32.2K - $36.8K
|
2.32K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-266- 11.83% |
$32.2K - $36.8K
|
1.98K
$442K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-267- 4.73% |
$32.3K - $37K
|
5.38K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-268- 5.14% |
$32.4K - $37.1K
|
4.95K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-268- 0.13% |
$32.4K - $37.1K
|
203K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-268- 5.07% |
$32.4K - $37.1K
|
5.02K
$1.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-269- 8.6% |
$32.5K - $37.2K
|
2.86K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-271- 1.01% |
$32.8K - $37.5K
|
26.7K
$5.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-272- 0.56% |
$32.9K - $37.6K
|
48.4K
$10.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-275- 10.73% |
$33.2K - $38.1K
|
2.29K
$510K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-275- 14.38% |
$33.2K - $38.1K
|
1.64K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-276- 4.3% |
$33.4K - $38.2K
|
6.14K
$1.37M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-276- 3.36% |
$33.4K - $38.2K
|
7.93K
$1.77M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-278- 99.29% |
$33.6K - $38.5K
|
2
$446
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-278- 6.81% |
$33.6K - $38.5K
|
3.8K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-280- 3.94% |
$33.9K - $38.8K
|
6.83K
$1.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-281- 15.61% |
$34K - $38.9K
|
1.52K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-282- 5.13% |
$34.1K - $39K
|
5.22K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-283- 11.49% |
$34.2K - $39.2K
|
2.18K
$486K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-284- 3.18% |
$34.3K - $39.3K
|
8.64K
$1.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-284- 0.51% |
$34.3K - $39.3K
|
55.6K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-284- 8.6% |
$34.3K - $39.3K
|
3.02K
$673K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-284- 0.58% |
$34.3K - $39.3K
|
49.1K
$10.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-285- 1.57% |
$34.5K - $39.4K
|
17.9K
$4M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-285- 15.78% |
$34.5K - $39.4K
|
1.52K
$339K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-286- 17.42% |
$34.6K - $39.6K
|
1.36K
$302K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-287- 10.56% |
$34.7K - $39.7K
|
2.43K
$542K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-287- 15.26% |
$34.7K - $39.7K
|
1.59K
$355K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-290- 4.34% |
$35.1K - $40.1K
|
6.39K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-292- 10.8% |
$35.3K - $40.4K
|
2.41K
$538K
|