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 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.82K- 0.42% |
$341K - $390K
|
671K
$150M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 18.36% |
$344K - $394K
|
12.7K
$2.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.85K- 0.94% |
$345K - $395K
|
302K
$67.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-2.94K- 28.15% |
$355K - $407K
|
7.51K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.95K- 9.86% |
$356K - $408K
|
26.9K
$6.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.09K- 27.86% |
$373K - $427K
|
8K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.15K- 4.12% |
$381K - $436K
|
73.4K
$16.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.21K- 31.36% |
$388K - $445K
|
7.03K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3.3K- 67.68% |
$399K - $457K
|
1.58K
$351K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-3.31K- 26.17% |
$401K - $459K
|
9.35K
$2.08M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.34K- 9.28% |
$403K - $462K
|
32.6K
$7.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.34K- 24.14% |
$403K - $462K
|
10.5K
$2.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-3.37K- 10.92% |
$407K - $466K
|
27.5K
$6.12M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-3.41K- 7.9% |
$413K - $472K
|
39.8K
$8.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.43K- 3.53% |
$415K - $475K
|
93.9K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.53K- 20.77% |
$426K - $488K
|
13.5K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-3.53K- 46.21% |
$427K - $489K
|
4.11K
$917K
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.55K- 1.33% |
$429K - $491K
|
264K
$58.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.65K- 2.59% |
$441K - $505K
|
137K
$30.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.67K- 41.28% |
$444K - $508K
|
5.22K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.68K- 26.59% |
$445K - $509K
|
10.2K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-3.72K- 5.76% |
$450K - $515K
|
60.9K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-3.78K- 11.63% |
$457K - $523K
|
28.7K
$6.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.85K- 27.49% |
$465K - $533K
|
10.2K
$2.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-3.88K- 23.1% |
$469K - $537K
|
12.9K
$2.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.9K- 1.51% |
$471K - $539K
|
255K
$56.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-3.93K- 52.9% |
$475K - $543K
|
3.49K
$779K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.96K- 49.25% |
$478K - $547K
|
4.08K
$909K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.99K- 7.01% |
$482K - $552K
|
52.9K
$11.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 1.67% |
$484K - $554K
|
236K
$52.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.07K- 42.67% |
$492K - $564K
|
5.47K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.09K- 0.57% |
$494K - $566K
|
711K
$159M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.26K- 1.06% |
$514K - $589K
|
397K
$88.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.27K- 30.95% |
$516K - $591K
|
9.52K
$2.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.35K- 3.1% |
$526K - $602K
|
136K
$30.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.39K- 3.64% |
$531K - $607K
|
116K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.4K- 2.74% |
$532K - $609K
|
156K
$34.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-4.5K- 66.18% |
$544K - $623K
|
2.3K
$513K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.59K- 8.63% |
$555K - $635K
|
48.6K
$10.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.79K- 11.98% |
$579K - $663K
|
35.2K
$7.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.86K- 45.47% |
$588K - $673K
|
5.83K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-5.04K- 11.55% |
$610K - $698K
|
38.6K
$8.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.13K- 29.59% |
$620K - $710K
|
12.2K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 23.7% |
$624K - $715K
|
16.6K
$3.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.25K- 0.97% |
$634K - $726K
|
534K
$119M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-5.33K- 8.41% |
$645K - $738K
|
58.1K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-5.33K- 28.03% |
$645K - $738K
|
13.7K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.58K- 17.2% |
$675K - $773K
|
26.9K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-5.64K- 99.17% |
$682K - $780K
|
47
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.67K- 3.23% |
$686K - $785K
|
170K
$37.9M
|