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 |
|---|---|---|---|---|---|---|---|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10+ 0.14% |
$1.19K - $1.41K
|
6.94K
$1.6M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.21% |
$1.19K - $1.41K
|
4.81K
$1.11M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
9+ 0.09% |
$1.07K - $1.27K
|
10.4K
$2.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
9+ 0.28% |
$1.07K - $1.27K
|
3.18K
$733K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
9+ 0.31% |
$1.07K - $1.27K
|
2.95K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9+ 0.53% |
$1.07K - $1.27K
|
1.71K
$393K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
9+ 0.03% |
$1.07K - $1.27K
|
30.3K
$6.97M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.4% |
$950 - $1.13K
|
2.01K
$463K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.67% |
$950 - $1.13K
|
1.2K
$276K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8+ 0.34% |
$950 - $1.13K
|
2.4K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.21% |
$950 - $1.13K
|
3.78K
$870K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8+ 0.41% |
$950 - $1.13K
|
1.97K
$453K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$832 - $988
|
1.9K
$437K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$832 - $988
|
3.81K
$877K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.24% |
$832 - $988
|
2.95K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7+ 0.27% |
$832 - $988
|
2.63K
$604K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.37% |
$713 - $847
|
1.62K
$372K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6+ 0.1% |
$713 - $847
|
5.93K
$1.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.4% |
$713 - $847
|
1.51K
$347K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.18% |
$713 - $847
|
3.32K
$764K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6+ 0.18% |
$713 - $847
|
3.37K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.05% |
$713 - $847
|
12.7K
$2.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.18% |
$594 - $706
|
2.85K
$655K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.24% |
$594 - $706
|
409
$94.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$594 - $706
|
1.76K
$405K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5+ 0.01% |
$594 - $706
|
46.9K
$10.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.07% |
$594 - $706
|
7.17K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.24% |
$594 - $706
|
2.09K
$481K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 0.17% |
$475 - $564
|
2.36K
$544K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.08% |
$475 - $564
|
5K
$1.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.63% |
$475 - $564
|
643
$148K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
4+ 0.13% |
$475 - $564
|
3.02K
$695K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$475 - $564
|
30.2K
$6.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$475 - $564
|
1.76K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
4+ 0.19% |
$475 - $564
|
2.07K
$475K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.04% |
$356 - $423
|
7.27K
$1.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.41% |
$356 - $423
|
743
$171K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.14% |
$356 - $423
|
2.1K
$483K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
3+ 0.08% |
$356 - $423
|
3.58K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3+ 0.14% |
$356 - $423
|
2.09K
$480K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.02% |
$238 - $282
|
198
$45.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.14% |
$238 - $282
|
1.42K
$326K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.04% |
$238 - $282
|
4.82K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.72% |
$238 - $282
|
118
$27.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$238 - $282
|
2.64K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2+ 0.06% |
$238 - $282
|
3.43K
$789K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.61% |
$238 - $282
|
330
$75.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1+ 0.05% |
$119 - $141
|
2.08K
$478K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$119 - $141
|
105
$24.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$119 - $141
|
8.42K
$1.94M
|