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 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 2.03% |
$1.27K - $1.52K
|
554
$135K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$1.27K - $1.52K
|
5.3K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
11+ 0.72% |
$1.27K - $1.52K
|
1.55K
$378K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
10+ 0.61% |
$1.16K - $1.38K
|
1.64K
$401K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 0.1% |
$1.16K - $1.38K
|
10.2K
$2.49M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.97% |
$1.16K - $1.38K
|
1.04K
$254K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 1.35% |
$1.04K - $1.24K
|
675
$165K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
8+ 0.15% |
$926 - $1.11K
|
5.21K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.48% |
$926 - $1.11K
|
1.68K
$410K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7+ 0.13% |
$811 - $968
|
5.47K
$1.33M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6New |
$695 - $830
|
6
$1.46K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.21% |
$579 - $691
|
2.4K
$586K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
5+ 0.3% |
$579 - $691
|
1.68K
$409K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$579 - $691
|
30.2K
$7.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
5+ 0.11% |
$579 - $691
|
4.63K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.35% |
$579 - $691
|
1.43K
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.09% |
$579 - $691
|
5.32K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.45% |
$463 - $553
|
902
$220K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 1.38% |
$463 - $553
|
294
$71.7K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.14% |
$463 - $553
|
2.79K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.1% |
$347 - $415
|
3.04K
$743K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
3+ 0.01% |
$347 - $415
|
53.2K
$13M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$347 - $415
|
26.7K
$6.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.09% |
$347 - $415
|
3.44K
$840K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 0.03% |
$347 - $415
|
8.63K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.07% |
$347 - $415
|
4.18K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3+ 0.13% |
$347 - $415
|
2.32K
$567K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.95% |
$347 - $415
|
319
$77.8K
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
2+ 0.09% |
$232 - $277
|
2.26K
$551K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2New |
$232 - $277
|
2
$488
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.06% |
$232 - $277
|
3.51K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2+ 0.0% |
$232 - $277
|
51.3K
$12.5M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.07% |
$232 - $277
|
2.91K
$711K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.02% |
$116 - $138
|
4.47K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.39% |
$116 - $138
|
73
$17.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$116 - $138
|
151
$36.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$116 - $138
|
3.1K
$757K
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1+ 0.06% |
$116 - $138
|
1.57K
$383K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$116 - $138
|
1.85K
$450K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$116 - $138
|
2.02K
$493K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
1+ 0.06% |
$116 - $138
|
1.7K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.03% |
$116 - $138
|
2.87K
$700K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.28% |
$116 - $138
|
355
$86.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.04% |
$232 - $277
|
5.18K
$1.26M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-3- 0.09% |
$347 - $415
|
3.38K
$824K
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.1% |
$463 - $553
|
4.06K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-4- 0.06% |
$463 - $553
|
6.35K
$1.55M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.26% |
$463 - $553
|
1.51K
$369K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-5- 0.1% |
$579 - $691
|
5.18K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.26% |
$579 - $691
|
1.95K
$476K
|