Purchases and Sales Made in Q3 2021 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
275+ 7.08% |
$35K - $38.6K
|
4.16K
$925K
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
274+ 3.56% |
$34.8K - $38.5K
|
7.97K
$1.77M
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
271+ 6.31% |
$34.4K - $38K
|
4.57K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
271+ 4.57% |
$34.4K - $38K
|
6.2K
$1.38M
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
263+ 8.26% |
$33.4K - $36.9K
|
3.45K
$767K
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
258+ 4.6% |
$32.8K - $36.2K
|
5.87K
$1.31M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
257+ 10.48% |
$32.7K - $36.1K
|
2.71K
$603K
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
256+ 6.51% |
$32.5K - $35.9K
|
4.19K
$931K
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
255+ 3.45% |
$32.4K - $35.8K
|
7.65K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
251+ 5.53% |
$31.9K - $35.2K
|
4.79K
$1.07M
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
250+ 6.61% |
$31.8K - $35.1K
|
4.03K
$897K
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
249+ 0.96% |
$31.7K - $35K
|
26.1K
$5.8M
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
246+ 6.93% |
$31.3K - $34.5K
|
3.8K
$844K
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
245+ 5.12% |
$31.1K - $34.4K
|
5.03K
$1.12M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
245+ 19.29% |
$31.1K - $34.4K
|
1.52K
$337K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
244+ 10.02% |
$31K - $34.3K
|
2.68K
$596K
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
242+ 5.42% |
$30.8K - $34K
|
4.7K
$1.05M
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
240+ 1.94% |
$30.5K - $33.7K
|
12.6K
$2.8M
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
237+ 15.03% |
$30.1K - $33.3K
|
1.81K
$403K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
237+ 0.67% |
$30.1K - $33.3K
|
35.8K
$7.95M
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
236+ 2.84% |
$30K - $33.1K
|
8.54K
$1.9M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
232+ 3.47% |
$29.5K - $32.6K
|
6.93K
$1.54M
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
230+ 8.61% |
$29.2K - $32.3K
|
2.9K
$645K
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
BUY
|
- |
229+ 1.73% |
$29.1K - $32.1K
|
13.5K
$3M
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
229+ 6.14% |
$29.1K - $32.1K
|
3.96K
$880K
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
226+ 1.53% |
$28.7K - $31.7K
|
15K
$3.33M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
225+ 4.83% |
$28.6K - $31.6K
|
4.89K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
224+ 0.1% |
$28.5K - $31.4K
|
231K
$51.4M
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
223+ 16.28% |
$28.3K - $31.3K
|
1.59K
$354K
|
|
Nov 12, 2021
Q3 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
222+ 0.58% |
$28.2K - $31.2K
|
38.8K
$8.63M
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
222+ 0.95% |
$28.2K - $31.2K
|
23.5K
$5.22M
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
221+ 4.47% |
$28.1K - $31K
|
5.17K
$1.15M
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
217+ 2.24% |
$27.6K - $30.5K
|
9.89K
$2.2M
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
213+ 11.29% |
$27.1K - $29.9K
|
2.1K
$467K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
212+ 12.58% |
$26.9K - $29.8K
|
1.9K
$422K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
210+ 4.06% |
$26.7K - $29.5K
|
5.39K
$1.2M
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
209+ 2.1% |
$26.6K - $29.3K
|
10.2K
$2.26M
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
208+ 5.87% |
$26.4K - $29.2K
|
3.75K
$835K
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
206+ 8.63% |
$26.2K - $28.9K
|
2.59K
$577K
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
205+ 1.1% |
$26.1K - $28.8K
|
18.8K
$4.17M
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
205+ 1.59% |
$26.1K - $28.8K
|
13.1K
$2.91M
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
205+ 5.44% |
$26.1K - $28.8K
|
3.98K
$884K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
200+ 5.84% |
$25.4K - $28.1K
|
3.63K
$806K
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
200+ 5.58% |
$25.4K - $28.1K
|
3.78K
$841K
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
200+ 4.27% |
$25.4K - $28.1K
|
4.89K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
200+ 2.41% |
$25.4K - $28.1K
|
8.51K
$1.89M
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
200+ 10000.0% |
$25.4K - $28.1K
|
202
$44.9K
|
|
Nov 12, 2021
Q3 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
200+ 5.58% |
$25.4K - $28.1K
|
3.78K
$842K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
199+ 9.94% |
$25.3K - $27.9K
|
2.2K
$490K
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
197+ 6.8% |
$25K - $27.7K
|
3.1K
$689K
|