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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-233- 4.78% |
$29.6K - $32.7K
|
4.64K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-233- 1.32% |
$29.6K - $32.7K
|
17.4K
$3.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-239- 9.76% |
$30.4K - $33.6K
|
2.21K
$493K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-240- 2.71% |
$30.5K - $33.7K
|
8.61K
$1.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-242- 5.01% |
$30.8K - $34K
|
4.59K
$1.02M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-245- 2.66% |
$31.1K - $34.4K
|
8.96K
$2M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-246- 0.56% |
$31.3K - $34.5K
|
43.7K
$9.74M
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-250- 7.86% |
$31.8K - $35.1K
|
2.93K
$653K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-250Closed |
$31.8K - $35.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-250- 1.92% |
$31.8K - $35.1K
|
12.8K
$2.85M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-252- 3.23% |
$32K - $35.4K
|
7.55K
$1.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-254- 1.77% |
$32.3K - $35.7K
|
14.1K
$3.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-254- 2.75% |
$32.3K - $35.7K
|
8.98K
$2M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-256- 15.23% |
$32.5K - $35.9K
|
1.43K
$318K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-262- 4.86% |
$33.3K - $36.8K
|
5.13K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-262- 13.77% |
$33.3K - $36.8K
|
1.64K
$366K
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-264- 3.13% |
$33.6K - $37.1K
|
8.17K
$1.82M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-269- 8.32% |
$34.2K - $37.8K
|
2.97K
$661K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-275- 3.37% |
$35K - $38.6K
|
7.89K
$1.76M
|
|
|
Nov 02, 2021
Q3 2021
|
Harvey Investment CO LLC
|
SELL
|
- |
-275- 8.07% |
$35K - $38.6K
|
3.13K
$698K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-279- 6.88% |
$35.5K - $39.2K
|
3.78K
$842K
|
|
|
Nov 12, 2021
Q3 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-280- 1.51% |
$35.6K - $39.3K
|
18.2K
$4.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-285- 0.18% |
$36.2K - $40K
|
157K
$35.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-287- 2.7% |
$36.5K - $40.3K
|
10.3K
$2.31M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-290- 1.17% |
$36.9K - $40.7K
|
24.6K
$5.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-297- 0.33% |
$37.8K - $41.7K
|
90.2K
$20.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-298- 7.77% |
$37.9K - $41.8K
|
3.54K
$788K
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-300- 14.1% |
$38.1K - $42.1K
|
1.83K
$407K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-300- 11.98% |
$38.1K - $42.1K
|
2.2K
$491K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$38.1K - $42.1K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-300- 21.32% |
$38.1K - $42.1K
|
1.11K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-300- 7.47% |
$38.1K - $42.1K
|
3.72K
$829K
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 2.71% |
$38.1K - $42.1K
|
10.8K
$2.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-303- 5.81% |
$38.5K - $42.5K
|
4.91K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-303- 5.4% |
$38.5K - $42.5K
|
5.31K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-304- 6.48% |
$38.6K - $42.7K
|
4.39K
$978K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-308- 2.84% |
$39.2K - $43.2K
|
10.6K
$2.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-314- 2.14% |
$39.9K - $44.1K
|
14.3K
$3.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-321Closed |
$40.8K - $45.1K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-324Closed |
$41.2K - $45.5K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-330- 2.68% |
$41.9K - $46.3K
|
12K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-334- 4.65% |
$42.5K - $46.9K
|
6.85K
$1.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-335- 2.54% |
$42.6K - $47K
|
12.9K
$2.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-340- 11.47% |
$43.2K - $47.7K
|
2.63K
$585K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-340- 10.35% |
$43.2K - $47.7K
|
2.95K
$657K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-343- 7.62% |
$43.6K - $48.2K
|
4.16K
$927K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-345- 1.52% |
$43.9K - $48.4K
|
22.4K
$4.99M
|
|
|
Oct 13, 2021
Q3 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-347- 8.9% |
$44.1K - $48.7K
|
3.55K
$792K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-349- 7.09% |
$44.4K - $49K
|
4.58K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-349- 2.76% |
$44.4K - $49K
|
12.3K
$2.74M
|