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 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-761- 51.7% |
$92K - $105K
|
711
$153K
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-767- 2.83% |
$92.7K - $106K
|
26.3K
$5.65M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-774- 5.95% |
$93.6K - $107K
|
12.2K
$2.63M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-774Closed |
$93.6K - $107K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-775- 9.37% |
$93.7K - $107K
|
7.5K
$1.61M
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-780- 11.49% |
$94.3K - $108K
|
6.01K
$1.29M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-783- 1.86% |
$94.7K - $108K
|
41.4K
$8.88M
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-783- 19.24% |
$94.7K - $108K
|
3.29K
$705K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-789- 11.18% |
$95.4K - $109K
|
6.27K
$1.35M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-789- 2.65% |
$95.4K - $109K
|
29K
$6.22M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-795- 17.14% |
$96.1K - $110K
|
3.84K
$825K
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-796- 3.32% |
$96.2K - $110K
|
23.2K
$4.97M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-800- 10.38% |
$96.7K - $111K
|
6.9K
$1.48M
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-800- 15.84% |
$96.7K - $111K
|
4.25K
$912K
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-800- 1.35% |
$96.7K - $111K
|
58.5K
$12.6M
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-800- 15.84% |
$96.7K - $111K
|
4.25K
$912K
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-801- 22.37% |
$96.8K - $111K
|
2.78K
$597K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-801- 2.68% |
$96.8K - $111K
|
29.1K
$6.24M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-808- 26.67% |
$97.7K - $112K
|
2.22K
$477K
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
SELL
|
- |
-809- 21.55% |
$97.8K - $112K
|
2.95K
$632K
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-811- 12.24% |
$98K - $112K
|
5.81K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-831- 6.01% |
$100K - $115K
|
13K
$2.79M
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-835- 12.66% |
$101K - $116K
|
5.76K
$1.24M
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-841- 23.55% |
$102K - $116K
|
2.73K
$586K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-848- 32.12% |
$103K - $117K
|
1.79K
$385K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-858- 48.67% |
$104K - $119K
|
905
$194K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-859- 7.04% |
$104K - $119K
|
11.3K
$2.43M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-861- 30.97% |
$104K - $119K
|
1.92K
$412K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-863- 2.37% |
$104K - $119K
|
35.5K
$7.62M
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-865- 0.54% |
$105K - $120K
|
159K
$34.2M
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-868- 2.15% |
$105K - $120K
|
39.6K
$8.49M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-874- 1.52% |
$106K - $121K
|
56.7K
$12.2M
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-875- 33.37% |
$106K - $121K
|
1.75K
$375K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-878- 14.91% |
$106K - $122K
|
5.01K
$1.08M
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-881- 3.41% |
$107K - $122K
|
24.9K
$5.35M
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-887- 48.42% |
$107K - $123K
|
945
$203K
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-893- 3.9% |
$108K - $124K
|
22K
$4.72M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-900- 3.84% |
$109K - $125K
|
22.5K
$4.84M
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-904- 0.49% |
$109K - $125K
|
185K
$39.8M
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-908- 5.65% |
$110K - $126K
|
15.2K
$3.26M
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-908- 4.33% |
$110K - $126K
|
20.1K
$4.31M
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-908- 4.26% |
$110K - $126K
|
20.4K
$4.38M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-915- 7.27% |
$111K - $127K
|
11.7K
$2.51M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-917- 1.93% |
$111K - $127K
|
46.7K
$10M
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-956- 1.27% |
$116K - $132K
|
74.5K
$16M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-960- 32.13% |
$116K - $133K
|
2.03K
$435K
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-965- 24.23% |
$117K - $134K
|
3.02K
$648K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-967- 16.83% |
$117K - $134K
|
4.78K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-971- 29.89% |
$117K - $134K
|
2.28K
$489K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-974- 24.85% |
$118K - $135K
|
2.95K
$632K
|