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
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.07% |
$119 - $141
|
1.48K
$339K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$119 - $141
|
2.9K
$668K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.41% |
$119 - $141
|
244
$56.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.06% |
$119 - $141
|
1.7K
$392K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$119 - $141
|
7.8K
$1.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$119 - $141
|
5.24K
$1.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$119 - $141
|
11.1K
$2.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$119 - $141
|
5.39K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.01% |
$119 - $141
|
7.87K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$119 - $141
|
8.59K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$119 - $141
|
2.15K
$494K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.1% |
$119 - $141
|
979
$225K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 12.5% |
$119 - $141
|
7
$1.61K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$119 - $141
|
11.8K
$2.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.02% |
$119 - $141
|
5.11K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.47% |
$119 - $141
|
210
$48.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1- 0.05% |
$119 - $141
|
2.01K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1- 0.03% |
$119 - $141
|
3.71K
$854K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 2.86% |
$119 - $141
|
34
$7.82K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-2- 0.11% |
$238 - $282
|
1.76K
$406K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2- 0.08% |
$238 - $282
|
2.65K
$611K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 16.67% |
$238 - $282
|
10
$2.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$356 - $423
|
4.2K
$967K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 0.19% |
$356 - $423
|
1.6K
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.05% |
$356 - $423
|
5.97K
$1.37M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3- 0.19% |
$356 - $423
|
1.55K
$357K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.06% |
$475 - $564
|
6.8K
$1.57M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 0.49% |
$594 - $706
|
1.01K
$233K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5- 0.25% |
$594 - $706
|
1.96K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.76% |
$594 - $706
|
654
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-5- 0.15% |
$594 - $706
|
3.26K
$750K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.7% |
$594 - $706
|
712
$164K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.2% |
$594 - $706
|
2.5K
$576K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-6- 2.54% |
$713 - $847
|
230
$52.9K
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-6- 0.08% |
$713 - $847
|
7.87K
$1.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-7- 0.14% |
$832 - $988
|
5.09K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8- 0.31% |
$950 - $1.13K
|
2.55K
$586K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8- 0.09% |
$950 - $1.13K
|
8.69K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-8- 0.38% |
$950 - $1.13K
|
2.12K
$488K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-9- 0.17% |
$1.07K - $1.27K
|
5.14K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 0.46% |
$1.07K - $1.27K
|
1.93K
$444K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-10- 0.74% |
$1.19K - $1.41K
|
1.35K
$310K
|
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-10- 0.12% |
$1.19K - $1.41K
|
8.02K
$1.84M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-10- 0.43% |
$1.19K - $1.41K
|
2.32K
$534K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-11- 0.44% |
$1.31K - $1.55K
|
2.46K
$567K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11- 3.57% |
$1.31K - $1.55K
|
297
$68.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-11- 0.12% |
$1.31K - $1.55K
|
9.14K
$2.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12- 0.39% |
$1.43K - $1.69K
|
3.03K
$697K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-12- 0.2% |
$1.43K - $1.69K
|
5.89K
$1.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-12- 0.15% |
$1.43K - $1.69K
|
8.19K
$1.88M
|