Purchases and Sales Made in Q4 2022 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 2022. 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 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
640+ 6.38% |
$75.4K - $96.4K
|
10.7K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
637+ 23.38% |
$75K - $95.9K
|
3.36K
$749K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
635+ 18.17% |
$74.8K - $95.6K
|
4.13K
$921K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 8.35% |
$74.5K - $95.3K
|
8.22K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
626+ 9.94% |
$73.7K - $94.3K
|
6.93K
$1.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
623+ 14.1% |
$73.4K - $93.8K
|
5.04K
$1.12M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
618+ 21.73% |
$72.8K - $93.1K
|
3.46K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
615+ 1.18% |
$72.4K - $92.6K
|
52.6K
$11.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
608+ 4.01% |
$71.6K - $91.6K
|
15.8K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
602New |
$70.9K - $90.7K
|
602
$134K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
600+ 0.83% |
$70.7K - $90.4K
|
73.3K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 1.04% |
$70.7K - $90.4K
|
58.4K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 1.28% |
$70.7K - $90.4K
|
47.4K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
598+ 0.18% |
$70.4K - $90.1K
|
333K
$74.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
598New |
$70.4K - $90.1K
|
598
$133K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
596+ 2.05% |
$70.2K - $89.8K
|
29.7K
$6.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
595+ 1.41% |
$70.1K - $89.6K
|
42.8K
$9.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
589+ 10.28% |
$69.4K - $88.7K
|
6.32K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
588+ 196.0% |
$69.2K - $88.6K
|
888
$198K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
587+ 9.29% |
$69.1K - $88.4K
|
6.91K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
586+ 38.15% |
$69K - $88.3K
|
2.12K
$473K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
585+ 5.31% |
$68.9K - $88.1K
|
11.6K
$2.59M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
584+ 14.57% |
$68.8K - $88K
|
4.59K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
581+ 5.72% |
$68.4K - $87.5K
|
10.7K
$2.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
580+ 4.07% |
$68.3K - $87.4K
|
14.8K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
579+ 7.18% |
$68.2K - $87.2K
|
8.64K
$1.93M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
579New |
$68.2K - $87.2K
|
579
$129K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
576+ 6.39% |
$67.8K - $86.8K
|
9.6K
$2.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
569+ 3.39% |
$67K - $85.7K
|
17.3K
$3.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
565+ 23.19% |
$66.5K - $85.1K
|
3K
$669K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
564New |
$66.4K - $84.9K
|
564
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
563+ 24.25% |
$66.3K - $84.8K
|
2.89K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
557+ 2.82% |
$65.6K - $83.9K
|
20.3K
$4.52M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
556+ 4.76% |
$65.5K - $83.7K
|
12.2K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
556+ 3.08% |
$65.5K - $83.7K
|
18.6K
$4.15M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
555+ 4.87% |
$65.4K - $83.6K
|
11.9K
$2.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
552+ 4.76% |
$65K - $83.1K
|
12.1K
$2.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
552+ 0.49% |
$65K - $83.1K
|
112K
$25M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
551New |
$64.9K - $83K
|
551
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
544+ 3.62% |
$64.1K - $81.9K
|
15.6K
$3.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
535New |
$63K - $80.6K
|
535
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
533+ 7.94% |
$62.8K - $80.3K
|
7.24K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
527+ 1.65% |
$62.1K - $79.4K
|
32.4K
$7.22M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
523New |
$61.6K - $78.8K
|
523
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
523+ 3.99% |
$61.6K - $78.8K
|
13.6K
$3.04M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 4.01% |
$61.6K - $78.8K
|
13.6K
$3.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
518+ 2.04% |
$61K - $78K
|
26K
$5.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
517+ 15.18% |
$60.9K - $77.9K
|
3.92K
$874K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
516+ 4.04% |
$60.8K - $77.7K
|
13.3K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
515+ 1009.8% |
$60.6K - $77.6K
|
566
$126K
|