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 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-908- 4.33% |
$110K - $126K
|
20.1K
$4.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-908- 4.26% |
$110K - $126K
|
20.4K
$4.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-915- 7.27% |
$111K - $127K
|
11.7K
$2.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-917- 1.93% |
$111K - $127K
|
46.7K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-956- 1.27% |
$116K - $132K
|
74.5K
$18.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-960- 32.13% |
$116K - $133K
|
2.03K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-965- 24.23% |
$117K - $134K
|
3.02K
$736K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-967- 16.83% |
$117K - $134K
|
4.78K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-971- 29.89% |
$117K - $134K
|
2.28K
$556K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-974- 24.85% |
$118K - $135K
|
2.95K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-975- 31.71% |
$118K - $135K
|
2.1K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-977- 7.7% |
$118K - $135K
|
11.7K
$2.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-980- 0.7% |
$118K - $136K
|
139K
$34M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-995- 12.67% |
$120K - $138K
|
6.86K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-997- 5.95% |
$121K - $138K
|
15.8K
$3.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 3.14% |
$121K - $138K
|
30.9K
$7.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1K- 9.65% |
$121K - $139K
|
9.38K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1K- 0.45% |
$121K - $139K
|
222K
$54.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.01K- 22.42% |
$122K - $139K
|
3.48K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.02K- 34.92% |
$123K - $140K
|
1.89K
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.02K- 10.77% |
$124K - $141K
|
8.47K
$2.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.03K- 35.79% |
$124K - $142K
|
1.84K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.03K- 4.54% |
$124K - $142K
|
21.6K
$5.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.04K- 2.22% |
$125K - $143K
|
45.5K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.05K- 30.36% |
$127K - $145K
|
2.41K
$587K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.05K- 3.24% |
$127K - $146K
|
31.4K
$7.66M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.05K- 10.78% |
$127K - $146K
|
8.71K
$2.12M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.05K- 8.65% |
$127K - $146K
|
11.1K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 2.13% |
$128K - $146K
|
48.7K
$11.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 9.84% |
$130K - $149K
|
9.85K
$2.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.08K- 0.35% |
$130K - $149K
|
305K
$74.5M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.08K- 8.64% |
$131K - $149K
|
11.4K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.09K- 3.29% |
$132K - $151K
|
32.1K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 14.64% |
$132K - $151K
|
6.38K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 3.08% |
$133K - $152K
|
34.6K
$8.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.1K- 2.51% |
$133K - $152K
|
42.8K
$10.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.12K- 1.91% |
$136K - $155K
|
57.6K
$14.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-1.13K- 1.0% |
$136K - $156K
|
111K
$27.2M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.13K- 4.99% |
$137K - $157K
|
21.6K
$5.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.14K- 5.3% |
$138K - $158K
|
20.4K
$4.97M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.14K- 27.58% |
$138K - $158K
|
3K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.14K- 9.61% |
$138K - $158K
|
10.7K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.15K- 1.42% |
$139K - $159K
|
80.1K
$19.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.16K- 18.67% |
$141K - $161K
|
5.07K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.17K- 39.74% |
$141K - $162K
|
1.77K
$432K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.17K- 1.52% |
$142K - $162K
|
76.2K
$18.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.18K- 4.91% |
$143K - $163K
|
22.8K
$5.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2K- 16.31% |
$145K - $166K
|
6.14K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.2K- 10.47% |
$145K - $166K
|
10.3K
$2.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.21K- 36.28% |
$146K - $167K
|
2.12K
$517K
|