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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-298- 12.35% |
$34.5K - $41.2K
|
2.11K
$480K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-299- 8.26% |
$34.6K - $41.3K
|
3.32K
$753K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-299- 7.32% |
$34.6K - $41.3K
|
3.79K
$859K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-299- 8.26% |
$34.6K - $41.3K
|
3.32K
$753K
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 3.51% |
$34.7K - $41.5K
|
8.26K
$1.87M
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-302- 0.18% |
$35K - $41.8K
|
164K
$37.2M
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-305- 10.7% |
$35.3K - $42.2K
|
2.55K
$578K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-306- 4.48% |
$35.4K - $42.3K
|
6.52K
$1.48M
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-307- 3.12% |
$35.6K - $42.4K
|
9.54K
$2.17M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-307- 0.32% |
$35.6K - $42.4K
|
95.3K
$21.6M
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-308- 13.88% |
$35.7K - $42.6K
|
1.91K
$434K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-308- 0.77% |
$35.7K - $42.6K
|
39.5K
$8.97M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-309- 51.24% |
$35.8K - $42.7K
|
294
$66.7K
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-310- 12.99% |
$35.9K - $42.9K
|
2.08K
$471K
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-310- 4.02% |
$35.9K - $42.9K
|
7.4K
$1.68M
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-310- 16.35% |
$35.9K - $42.9K
|
1.59K
$360K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-310- 6.61% |
$35.9K - $42.9K
|
4.38K
$994K
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-312- 5.85% |
$36.1K - $43.1K
|
5.02K
$1.14M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-316- 4.05% |
$36.6K - $43.7K
|
7.49K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-316- 0.17% |
$36.6K - $43.7K
|
181K
$41.1M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-318- 5.58% |
$36.8K - $44K
|
5.39K
$1.22M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-319- 3.9% |
$36.9K - $44.1K
|
7.87K
$1.79M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-320- 0.37% |
$37.1K - $44.2K
|
86.9K
$19.7M
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-323- 3.42% |
$37.4K - $44.7K
|
9.13K
$2.07M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-323- 3.78% |
$37.4K - $44.7K
|
8.23K
$1.87M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-324- 3.24% |
$37.5K - $44.8K
|
9.68K
$2.2M
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-325- 3.75% |
$37.6K - $44.9K
|
8.34K
$1.89M
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-326- 8.21% |
$37.8K - $45.1K
|
3.64K
$827K
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-329- 1.99% |
$38.1K - $45.5K
|
16.2K
$3.68M
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-330- 2.62% |
$38.2K - $45.6K
|
12.3K
$2.79M
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-336- 8.57% |
$38.9K - $46.5K
|
3.58K
$813K
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-340- 0.42% |
$39.4K - $47K
|
80.3K
$18.2M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-343- 7.87% |
$39.7K - $47.4K
|
4.02K
$911K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-344- 13.75% |
$39.8K - $47.6K
|
2.16K
$490K
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-345- 3.68% |
$40K - $47.7K
|
9.04K
$2.05M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-348- 0.46% |
$40.3K - $48.1K
|
76K
$17.3M
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-350- 30.49% |
$40.5K - $48.4K
|
798
$181K
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 6.47% |
$40.5K - $48.4K
|
5.06K
$1.15M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-351- 12.45% |
$40.6K - $48.5K
|
2.47K
$560K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-352- 2.18% |
$40.8K - $48.7K
|
15.8K
$3.58M
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-355- 4.61% |
$41.1K - $49.1K
|
7.34K
$1.67M
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-356- 12.25% |
$41.2K - $49.2K
|
2.55K
$578K
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-357- 18.52% |
$41.3K - $49.4K
|
1.57K
$356K
|
|
Jan 19, 2022
Q4 2021
|
M. Kraus & CO
|
SELL
|
- |
-358- 4.28% |
$41.5K - $49.5K
|
8.01K
$1.82M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-359Closed |
$41.6K - $49.6K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-360- 16.42% |
$41.7K - $49.8K
|
1.83K
$416K
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-360- 8.85% |
$41.7K - $49.8K
|
3.71K
$841K
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-363- 8.98% |
$42K - $50.2K
|
3.68K
$835K
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-364- 11.67% |
$42.2K - $50.3K
|
2.76K
$625K
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-367- 12.72% |
$42.5K - $50.7K
|
2.52K
$571K
|