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 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
78+ 1.23% |
$9.03K - $10.8K
|
6.42K
$1.46M
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
76+ 0.82% |
$8.8K - $10.5K
|
9.33K
$2.12M
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
75+ 1.94% |
$8.69K - $10.4K
|
3.95K
$896K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73New |
$8.45K - $10.1K
|
73
$16.6K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
72+ 3.97% |
$8.34K - $9.95K
|
1.89K
$428K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 3.86% |
$8.11K - $9.68K
|
1.88K
$427K
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
68+ 4.23% |
$7.88K - $9.4K
|
1.68K
$380K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
68+ 78.16% |
$7.88K - $9.4K
|
155
$35.2K
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
68New |
$7.88K - $9.4K
|
68
$15.4K
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
66+ 2.99% |
$7.64K - $9.12K
|
2.27K
$516K
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
66+ 2.15% |
$7.64K - $9.12K
|
3.14K
$713K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
64New |
$7.41K - $8.85K
|
64
$14.5K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
63New |
$7.3K - $8.71K
|
63
$14.3K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61+ 0.23% |
$7.06K - $8.43K
|
26.4K
$5.99M
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
60+ 1.35% |
$6.95K - $8.3K
|
4.49K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
60+ 1.18% |
$6.95K - $8.3K
|
5.16K
$1.17M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
59+ 1.02% |
$6.83K - $8.16K
|
5.84K
$1.33M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
58+ 1.0% |
$6.72K - $8.02K
|
5.84K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
58+ 0.66% |
$6.72K - $8.02K
|
8.89K
$2.02M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
58+ 2.62% |
$6.72K - $8.02K
|
2.27K
$515K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
58+ 2.45% |
$6.72K - $8.02K
|
2.43K
$551K
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
55+ 0.75% |
$6.37K - $7.6K
|
7.4K
$1.68M
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55+ 1.39% |
$6.37K - $7.6K
|
4K
$908K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
55+ 2.93% |
$6.37K - $7.6K
|
1.93K
$439K
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
54+ 2.93% |
$6.25K - $7.47K
|
1.9K
$431K
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
54+ 1.29% |
$6.25K - $7.47K
|
4.25K
$965K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
53+ 1.14% |
$6.14K - $7.33K
|
4.72K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
51+ 0.74% |
$5.91K - $7.05K
|
6.9K
$1.57M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
50+ 0.43% |
$5.79K - $6.91K
|
11.7K
$2.66M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
50New |
$5.79K - $6.91K
|
50
$11.3K
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
50+ 1.61% |
$5.79K - $6.91K
|
3.15K
$715K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 3.72% |
$5.79K - $6.91K
|
1.39K
$316K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50+ 76.92% |
$5.79K - $6.91K
|
115
$26.1K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50New |
$5.79K - $6.91K
|
50
$11.3K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
49+ 31.61% |
$5.67K - $6.77K
|
204
$46.3K
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
49+ 0.73% |
$5.67K - $6.77K
|
6.75K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
46+ 1.49% |
$5.33K - $6.36K
|
3.13K
$709K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
45+ 1.53% |
$5.21K - $6.22K
|
2.99K
$679K
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
45+ 2.12% |
$5.21K - $6.22K
|
2.16K
$491K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44+ 20.47% |
$5.1K - $6.08K
|
259
$58.8K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 1.02% |
$5.1K - $6.08K
|
4.38K
$993K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43+ 1.69% |
$4.98K - $5.94K
|
2.59K
$587K
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
42+ 2.5% |
$4.86K - $5.81K
|
1.72K
$391K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
41+ 0.41% |
$4.75K - $5.67K
|
9.92K
$2.25M
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
41+ 0.36% |
$4.75K - $5.67K
|
11.5K
$2.62M
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
40New |
$4.63K - $5.53K
|
40
$9.08K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
39+ 0.15% |
$4.52K - $5.39K
|
25.3K
$5.74M
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
38+ 4.65% |
$4.4K - $5.25K
|
856
$194K
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
37+ 2.2% |
$4.28K - $5.12K
|
1.72K
$391K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
36New |
$4.17K - $4.98K
|
36
$8.17K
|