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 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
26+ 0.53% |
$3.09K - $3.67K
|
4.91K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
26+ 0.64% |
$3.09K - $3.67K
|
4.06K
$935K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.38% |
$3.09K - $3.67K
|
6.84K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
26+ 0.46% |
$3.09K - $3.67K
|
5.71K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
25+ 0.69% |
$2.97K - $3.53K
|
3.66K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 0.25% |
$2.97K - $3.53K
|
9.89K
$2.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.47% |
$2.97K - $3.53K
|
5.36K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
24+ 1.28% |
$2.85K - $3.39K
|
1.91K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24+ 0.19% |
$2.85K - $3.39K
|
12.5K
$2.87M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24+ 0.23% |
$2.85K - $3.39K
|
10.4K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
23+ 12.92% |
$2.73K - $3.25K
|
201
$46.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.36% |
$2.73K - $3.25K
|
6.38K
$1.47M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
22+ 15.71% |
$2.61K - $3.1K
|
162
$37.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
21+ 4.9% |
$2.5K - $2.96K
|
450
$104K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 0.27% |
$2.5K - $2.96K
|
7.84K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.68% |
$2.5K - $2.96K
|
3.13K
$720K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
21+ 0.76% |
$2.5K - $2.96K
|
2.78K
$640K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$2.38K - $2.82K
|
4.25K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
19+ 0.68% |
$2.26K - $2.68K
|
2.82K
$649K
|
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
18+ 1.06% |
$2.14K - $2.54K
|
1.72K
$395K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 1.27% |
$2.14K - $2.54K
|
1.43K
$330K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
17+ 0.29% |
$2.02K - $2.4K
|
5.91K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
17+ 0.78% |
$2.02K - $2.4K
|
2.2K
$506K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
17+ 20.99% |
$2.02K - $2.4K
|
98
$22.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.16% |
$1.9K - $2.26K
|
10.2K
$2.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
16+ 0.62% |
$1.9K - $2.26K
|
2.6K
$597K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
16New |
$1.9K - $2.26K
|
16
$3.68K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.41% |
$1.9K - $2.26K
|
3.9K
$897K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.55% |
$1.9K - $2.26K
|
2.9K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 4.85% |
$1.9K - $2.26K
|
346
$79.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.03% |
$1.78K - $2.12K
|
58.9K
$13.6M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.03% |
$1.78K - $2.12K
|
58.9K
$13.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
14+ 0.49% |
$1.66K - $1.98K
|
2.88K
$663K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.49% |
$1.54K - $1.83K
|
2.65K
$610K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
13+ 0.35% |
$1.54K - $1.83K
|
3.77K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.26% |
$1.54K - $1.83K
|
4.96K
$1.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.64% |
$1.43K - $1.69K
|
1.9K
$437K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 1.14% |
$1.43K - $1.69K
|
1.06K
$244K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12+ 0.4% |
$1.43K - $1.69K
|
3.03K
$698K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12+ 0.52% |
$1.43K - $1.69K
|
2.31K
$532K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.37% |
$1.31K - $1.55K
|
816
$188K
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$1.31K - $1.55K
|
1.88K
$434K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
10+ 0.43% |
$1.19K - $1.41K
|
2.35K
$540K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
10+ 0.47% |
$1.19K - $1.41K
|
2.12K
$488K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.34% |
$1.19K - $1.41K
|
2.97K
$684K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.51% |
$1.19K - $1.41K
|
1.97K
$453K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 0.08% |
$1.19K - $1.41K
|
12.8K
$2.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.07% |
$1.19K - $1.41K
|
14.5K
$3.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.21% |
$1.19K - $1.41K
|
4.81K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10+ 0.47% |
$1.19K - $1.41K
|
2.16K
$497K
|