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 |
---|---|---|---|---|---|---|---|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
155+ 0.97% |
$18.4K - $21.9K
|
16.1K
$3.71M
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
154+ 9.08% |
$18.3K - $21.7K
|
1.85K
$426K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
154+ 3.5% |
$18.3K - $21.7K
|
4.55K
$1.05M
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
153+ 0.87% |
$18.2K - $21.6K
|
17.7K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
153+ 0.78% |
$18.2K - $21.6K
|
19.7K
$4.53M
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
153+ 4.02% |
$18.2K - $21.6K
|
3.96K
$911K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
151+ 6.64% |
$17.9K - $21.3K
|
2.43K
$558K
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
150+ 3.95% |
$17.8K - $21.2K
|
3.95K
$908K
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
150+ 3.1% |
$17.8K - $21.2K
|
4.99K
$1.15M
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
150+ 6.52% |
$17.8K - $21.2K
|
2.45K
$564K
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
150+ 4.8% |
$17.8K - $21.2K
|
3.27K
$753K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
150+ 1.48% |
$17.8K - $21.2K
|
10.3K
$2.37M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
149+ 0.86% |
$17.7K - $21K
|
17.6K
$4.04M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
142+ 4.68% |
$16.9K - $20K
|
3.18K
$731K
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
142+ 7.05% |
$16.9K - $20K
|
2.16K
$496K
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
141+ 3.93% |
$16.8K - $19.9K
|
3.73K
$858K
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
141+ 3.93% |
$16.8K - $19.9K
|
3.73K
$858K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
139+ 2.69% |
$16.5K - $19.6K
|
5.31K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
138+ 2.67% |
$16.4K - $19.5K
|
5.31K
$1.22M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
136+ 1.12% |
$16.2K - $19.2K
|
12.3K
$2.83M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
135+ 2.71% |
$16K - $19.1K
|
5.12K
$1.18M
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
135+ 4.03% |
$16K - $19.1K
|
3.48K
$802K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
134+ 2.89% |
$15.9K - $18.9K
|
4.77K
$1.1M
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
134+ 1.22% |
$15.9K - $18.9K
|
11.1K
$2.55M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
133+ 1.23% |
$15.8K - $18.8K
|
10.9K
$2.52M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
132+ 3.89% |
$15.7K - $18.6K
|
3.52K
$811K
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
132+ 0.86% |
$15.7K - $18.6K
|
15.5K
$3.58M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
131+ 0.78% |
$15.6K - $18.5K
|
16.9K
$3.9M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
131+ 4.09% |
$15.6K - $18.5K
|
3.34K
$768K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
130+ 3.86% |
$15.4K - $18.3K
|
3.5K
$805K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
128+ 0.94% |
$15.2K - $18.1K
|
13.8K
$3.17M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
128+ 0.17% |
$15.2K - $18.1K
|
75.9K
$17.5M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
127+ 1.6% |
$15.1K - $17.9K
|
8.06K
$1.86M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
126+ 5.68% |
$15K - $17.8K
|
2.35K
$540K
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
125+ 0.21% |
$14.9K - $17.6K
|
60.1K
$13.8M
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
125+ 1.68% |
$14.9K - $17.6K
|
7.56K
$1.74M
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
124+ 5.18% |
$14.7K - $17.5K
|
2.52K
$579K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
124+ 7.04% |
$14.7K - $17.5K
|
1.89K
$434K
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
124+ 0.84% |
$14.7K - $17.5K
|
14.9K
$3.44M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
123+ 0.35% |
$14.6K - $17.4K
|
35K
$8.05M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
122+ 1.58% |
$14.5K - $17.2K
|
7.82K
$1.8M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
118+ 3.0% |
$14K - $16.7K
|
4.05K
$932K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
118+ 5.27% |
$14K - $16.7K
|
2.36K
$543K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
118+ 6.39% |
$14K - $16.7K
|
1.97K
$452K
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
117+ 0.08% |
$13.9K - $16.5K
|
147K
$33.8M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
117+ 1.05% |
$13.9K - $16.5K
|
11.2K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
117+ 6.77% |
$13.9K - $16.5K
|
1.85K
$425K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
116+ 0.83% |
$13.8K - $16.4K
|
14K
$3.23M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
116+ 2.85% |
$13.8K - $16.4K
|
4.19K
$965K
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
114+ 1.98% |
$13.5K - $16.1K
|
5.88K
$1.35M
|