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
|
Parsons Capital Management Inc
|
BUY
|
- |
2.11K+ 1.95% |
$255K - $292K
|
110K
$24.6M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.1K+ 5.02% |
$254K - $291K
|
43.9K
$9.8M
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.1KNew |
$254K - $291K
|
2.1K
$468K
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
2.06K+ 6.22% |
$248K - $284K
|
35.1K
$7.83M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.04K+ 20.46% |
$247K - $282K
|
12K
$2.68M
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.03K+ 3.84% |
$245K - $281K
|
54.9K
$12.2M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.02KNew |
$244K - $279K
|
2.02K
$449K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$243K - $279K
|
2.01K
$449K
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.01K+ 1.79% |
$243K - $278K
|
114K
$25.5M
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2K+ 11.98% |
$242K - $277K
|
18.7K
$4.17M
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2KNew |
$242K - $277K
|
2K
$445K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2K+ 47.44% |
$241K - $276K
|
6.2K
$1.38M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2K+ 9.96% |
$241K - $276K
|
22K
$4.91M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.98KNew |
$240K - $274K
|
1.98K
$442K
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.98KNew |
$239K - $274K
|
1.98K
$441K
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
1.98KNew |
$239K - $273K
|
1.98K
$440K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98K+ 2.16% |
$239K - $273K
|
93.2K
$20.8M
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.97K+ 53.56% |
$238K - $273K
|
5.65K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.96K+ 2.08% |
$237K - $272K
|
96.4K
$21.5M
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 19.21% |
$236K - $271K
|
12.1K
$2.71M
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.95KNew |
$236K - $270K
|
1.95K
$434K
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.93KNew |
$233K - $267K
|
1.93K
$430K
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.93KNew |
$233K - $266K
|
1.93K
$429K
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.92KNew |
$232K - $265K
|
1.92K
$427K
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.92KNew |
$232K - $265K
|
1.92K
$427K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.91K+ 1.02% |
$231K - $265K
|
190K
$42.4M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.9K+ 3.15% |
$230K - $263K
|
62.2K
$13.9M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.89K+ 3.98% |
$228K - $261K
|
49.2K
$11M
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.88KNew |
$227K - $260K
|
1.88K
$418K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 20.12% |
$227K - $259K
|
11.2K
$2.49M
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.86K+ 46.11% |
$225K - $257K
|
5.89K
$1.31M
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.84KNew |
$223K - $255K
|
1.84K
$411K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.84KNew |
$223K - $255K
|
1.84K
$411K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.83K+ 20.33% |
$221K - $253K
|
10.8K
$2.41M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.82K+ 1.29% |
$220K - $252K
|
143K
$32M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.8KNew |
$218K - $249K
|
1.8K
$401K
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.77KNew |
$214K - $244K
|
1.77K
$394K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.76K+ 1.16% |
$213K - $243K
|
153K
$34.2M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.74K+ 7.25% |
$210K - $240K
|
25.7K
$5.73M
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.74K+ 28.65% |
$210K - $240K
|
7.79K
$1.74M
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.73KNew |
$209K - $240K
|
1.73K
$386K
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$209K - $239K
|
1.73K
$385K
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.72K+ 95.51% |
$208K - $238K
|
3.53K
$786K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.72K+ 43.74% |
$208K - $238K
|
5.66K
$1.26M
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.72KNew |
$207K - $237K
|
1.72K
$383K
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$207K - $237K
|
1.71K
$381K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.7K+ 83.64% |
$206K - $236K
|
3.74K
$834K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.69KNew |
$205K - $234K
|
1.69K
$377K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.69K+ 24.42% |
$204K - $234K
|
8.62K
$1.92M
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.69KNew |
$204K - $234K
|
1.69K
$377K
|