Purchases and Sales Made in Q4 2021 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.48K+ 0.11% |
$288K - $343K
|
2.34M
$522M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 14.24% |
$288K - $343K
|
19.9K
$4.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.48K+ 74.25% |
$287K - $343K
|
5.82K
$1.3M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.47K+ 12.1% |
$286K - $341K
|
22.9K
$5.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
2.46K+ 51.59% |
$285K - $340K
|
7.23K
$1.61M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.46KNew |
$285K - $340K
|
2.46K
$548K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.46KNew |
$284K - $340K
|
2.46K
$548K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.44KNew |
$283K - $337K
|
2.44K
$544K
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
2.44KNew |
$282K - $337K
|
2.44K
$543K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 68.79% |
$282K - $336K
|
5.97K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
2.41KNew |
$279K - $333K
|
2.41K
$537K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.4KNew |
$278K - $332K
|
2.4K
$536K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.4K+ 7.19% |
$278K - $332K
|
35.8K
$7.98M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.39K+ 2394.0% |
$277K - $331K
|
2.49K
$556K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.35K+ 7.29% |
$273K - $325K
|
34.6K
$7.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.35KNew |
$272K - $325K
|
2.35K
$524K
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
2.34KNew |
$270K - $323K
|
2.34K
$521K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.33KNew |
$270K - $322K
|
2.33K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.31K+ 13.66% |
$268K - $320K
|
19.2K
$4.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.31K+ 5.92% |
$268K - $319K
|
41.4K
$9.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.3K+ 26.76% |
$267K - $318K
|
10.9K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.3K+ 47.17% |
$266K - $318K
|
7.18K
$1.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
2.3K+ 10.62% |
$266K - $318K
|
23.9K
$5.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
2.28K+ 6.02% |
$265K - $316K
|
40.2K
$8.97M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.27K+ 22.92% |
$263K - $314K
|
12.2K
$2.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
2.26KNew |
$261K - $312K
|
2.26K
$503K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
2.25K+ 0.14% |
$261K - $312K
|
1.66M
$371M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.25K+ 211.29% |
$260K - $311K
|
3.31K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.24KNew |
$260K - $310K
|
2.24K
$500K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.22KNew |
$257K - $307K
|
2.22K
$496K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.21K+ 111.57% |
$256K - $305K
|
4.19K
$934K
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.18KNew |
$253K - $302K
|
2.18K
$487K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
2.18KNew |
$253K - $302K
|
2.18K
$487K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$253K - $302K
|
2.18K
$487K
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
2.18KNew |
$252K - $301K
|
2.18K
$485K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.15K+ 22.82% |
$249K - $297K
|
11.6K
$2.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.14K+ 24.81% |
$248K - $296K
|
10.8K
$2.4M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.14KNew |
$248K - $296K
|
2.14K
$477K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
2.12KNew |
$245K - $293K
|
2.12K
$472K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.12KNew |
$245K - $292K
|
2.12K
$472K
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
2.11KNew |
$244K - $291K
|
2.11K
$470K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$243K - $290K
|
2.1K
$468K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.09K+ 21.38% |
$243K - $289K
|
11.9K
$2.65M
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
2.09K+ 36.59% |
$242K - $289K
|
7.81K
$1.74M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.09KNew |
$242K - $289K
|
2.09K
$466K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
2.09KNew |
$242K - $289K
|
2.09K
$465K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.08KNew |
$241K - $287K
|
2.08K
$463K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.07KNew |
$239K - $286K
|
2.07K
$461K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.06KNew |
$238K - $285K
|
2.06K
$459K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.05K+ 4.52% |
$238K - $284K
|
47.5K
$10.6M
|