Purchases and Sales Made in Q3 2022 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 2022. 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 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
785+ 9.74% |
$93.3K - $111K
|
8.85K
$2.04M
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
784+ 4.66% |
$93.1K - $111K
|
17.6K
$4.05M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
781+ 1.29% |
$92.8K - $110K
|
61.4K
$14.1M
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
780+ 9.4% |
$92.7K - $110K
|
9.07K
$2.09M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
770+ 4.38% |
$91.5K - $109K
|
18.4K
$4.23M
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
769+ 1.36% |
$91.4K - $109K
|
57.4K
$13.2M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
767+ 8.05% |
$91.1K - $108K
|
10.3K
$2.37M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
764+ 2.84% |
$90.8K - $108K
|
27.7K
$6.37M
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
759+ 0.19% |
$90.2K - $107K
|
400K
$92.1M
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
754+ 17.47% |
$89.6K - $106K
|
5.07K
$1.17M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
752+ 10.19% |
$89.3K - $106K
|
8.13K
$1.87M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
751+ 6.27% |
$89.2K - $106K
|
12.7K
$2.93M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
750+ 1.86% |
$89.1K - $106K
|
41.2K
$9.48M
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
742+ 31.91% |
$88.2K - $105K
|
3.07K
$706K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
742+ 1.02% |
$88.2K - $105K
|
73.6K
$16.9M
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
742+ 5.2% |
$88.2K - $105K
|
15K
$3.45M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
739+ 123.17% |
$87.8K - $104K
|
1.34K
$308K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
736+ 2.09% |
$87.4K - $104K
|
36K
$8.28M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
736+ 0.52% |
$87.4K - $104K
|
143K
$32.9M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
736+ 2.09% |
$87.4K - $104K
|
36K
$8.28M
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
731+ 7.92% |
$86.9K - $103K
|
9.96K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
730+ 2.89% |
$86.7K - $103K
|
26K
$5.98M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
729+ 12.63% |
$86.6K - $103K
|
6.5K
$1.5M
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
722+ 17.36% |
$85.8K - $102K
|
4.88K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
721+ 17.43% |
$85.7K - $102K
|
4.86K
$1.12M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
716+ 20.56% |
$85.1K - $101K
|
4.2K
$966K
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
714+ 0.55% |
$84.8K - $101K
|
130K
$29.8M
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
712+ 7.44% |
$84.6K - $100K
|
10.3K
$2.37M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
708+ 3.8% |
$84.1K - $99.9K
|
19.4K
$4.45M
|
|
Nov 09, 2022
Q3 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
700+ 6.72% |
$83.2K - $98.8K
|
11.1K
$2.56M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
697+ 8.37% |
$82.8K - $98.4K
|
9.02K
$2.08M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
697+ 23.94% |
$82.8K - $98.4K
|
3.61K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
696+ 91.34% |
$82.7K - $98.2K
|
1.46K
$336K
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
BUY
|
- |
690+ 1.82% |
$82K - $97.4K
|
38.6K
$8.89M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
687+ 27.8% |
$81.6K - $96.9K
|
3.16K
$727K
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
687+ 16.1% |
$81.6K - $96.9K
|
4.95K
$1.14M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
686+ 0.57% |
$81.5K - $96.8K
|
121K
$27.9M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
685+ 6.06% |
$81.4K - $96.7K
|
12K
$2.76M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
677+ 4.51% |
$80.4K - $95.5K
|
15.7K
$3.61M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
677+ 0.51% |
$80.4K - $95.5K
|
134K
$30.8M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
672+ 5.33% |
$79.8K - $94.8K
|
13.3K
$3.06M
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
669+ 13.29% |
$79.5K - $94.4K
|
5.7K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
668+ 18.19% |
$79.4K - $94.3K
|
4.34K
$999K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
667+ 6.56% |
$79.2K - $94.1K
|
10.8K
$2.49M
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
663+ 3.83% |
$78.8K - $93.6K
|
18K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
640+ 6.12% |
$76K - $90.3K
|
11.1K
$2.55M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
630+ 9.84% |
$74.9K - $88.9K
|
7.03K
$1.62M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
612+ 32.59% |
$72.7K - $86.4K
|
2.49K
$573K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
606+ 33.01% |
$72K - $85.5K
|
2.44K
$562K
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
603+ 26.67% |
$71.6K - $85.1K
|
2.86K
$659K
|