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 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
545+ 37.02% |
$63.1K - $75.3K
|
2.02K
$450K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
544+ 19.47% |
$63K - $75.2K
|
3.34K
$744K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
540+ 2.65% |
$62.5K - $74.7K
|
20.9K
$4.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
530+ 27.38% |
$61.4K - $73.3K
|
2.47K
$550K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
523+ 1.38% |
$60.6K - $72.3K
|
38.5K
$8.59M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
523+ 1.38% |
$60.6K - $72.3K
|
38.5K
$8.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
521+ 28.55% |
$60.3K - $72K
|
2.35K
$523K
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
519+ 4.94% |
$60.1K - $71.8K
|
11K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
513+ 14.41% |
$59.4K - $70.9K
|
4.07K
$908K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
512+ 0.1% |
$59.3K - $70.8K
|
527K
$118M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
510+ 11.15% |
$59.1K - $70.5K
|
5.09K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
502+ 28.59% |
$58.1K - $69.4K
|
2.26K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
502+ 5.63% |
$58.1K - $69.4K
|
9.42K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
501+ 1.59% |
$58K - $69.3K
|
32K
$7.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Broderick Brian C
|
BUY
|
- |
500+ 27.82% |
$57.9K - $69.1K
|
2.3K
$512K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
500+ 25.83% |
$57.9K - $69.1K
|
2.44K
$543K
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
500+ 34.65% |
$57.9K - $69.1K
|
1.94K
$433K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
498+ 12.5% |
$57.7K - $68.8K
|
4.48K
$999K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
495+ 3.02% |
$57.3K - $68.4K
|
16.9K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
495+ 1.54% |
$57.3K - $68.4K
|
32.6K
$7.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
492+ 1.07% |
$57K - $68K
|
46.6K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
491+ 3.58% |
$56.9K - $67.9K
|
14.2K
$3.17M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
490+ 27.56% |
$56.7K - $67.7K
|
2.27K
$506K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
489+ 26.61% |
$56.6K - $67.6K
|
2.33K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
484+ 8.73% |
$56.1K - $66.9K
|
6.03K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
482New |
$55.8K - $66.6K
|
482
$107K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
476+ 13.27% |
$55.1K - $65.8K
|
4.06K
$906K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
476+ 8.95% |
$55.1K - $65.8K
|
5.79K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
473New |
$54.8K - $65.4K
|
473
$105K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
473+ 0.77% |
$54.8K - $65.4K
|
62.2K
$13.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
471+ 17.32% |
$54.5K - $65.1K
|
3.19K
$711K
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
461+ 6.79% |
$53.4K - $63.7K
|
7.25K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
455+ 6.98% |
$52.7K - $62.9K
|
6.97K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
455+ 17.67% |
$52.7K - $62.9K
|
3.03K
$676K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
454+ 1.81% |
$52.6K - $62.8K
|
25.5K
$5.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
454+ 4.08% |
$52.6K - $62.8K
|
11.6K
$2.58M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
453+ 8.73% |
$52.5K - $62.6K
|
5.64K
$1.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
452+ 0.99% |
$52.3K - $62.5K
|
46.2K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
452+ 4.79% |
$52.3K - $62.5K
|
9.9K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
451+ 1.19% |
$52.2K - $62.4K
|
38.4K
$8.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
446+ 3.47% |
$51.7K - $61.7K
|
13.3K
$2.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
443+ 6.12% |
$51.3K - $61.2K
|
7.68K
$1.71M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
441+ 7.3% |
$51.1K - $61K
|
6.49K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
440+ 3.03% |
$51K - $60.8K
|
14.9K
$3.33M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
439+ 30.4% |
$50.8K - $60.7K
|
1.88K
$420K
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
437+ 1.18% |
$50.6K - $60.4K
|
37.4K
$8.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
431+ 7.91% |
$49.9K - $59.6K
|
5.88K
$1.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
430+ 10.34% |
$49.8K - $59.4K
|
4.59K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
427+ 162.36% |
$49.5K - $59K
|
690
$154K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
416+ 19.11% |
$48.2K - $57.5K
|
2.59K
$578K
|