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 |
---|---|---|---|---|---|---|---|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
512+ 2.22% |
$60.3K - $77.1K
|
23.5K
$5.25M
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
508+ 3.75% |
$59.8K - $76.5K
|
14.1K
$3.14M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
507+ 2.37% |
$59.7K - $76.4K
|
21.9K
$4.88M
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
505+ 1.06% |
$59.5K - $76.1K
|
48.2K
$10.8M
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
504+ 9.2% |
$59.3K - $75.9K
|
5.98K
$1.33M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
503+ 19.25% |
$59.2K - $75.8K
|
3.12K
$695K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
502+ 16.91% |
$59.1K - $75.6K
|
3.47K
$774K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
501+ 15.47% |
$59K - $75.5K
|
3.74K
$834K
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
500+ 10.91% |
$58.9K - $75.3K
|
5.08K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
500New |
$58.9K - $75.3K
|
500
$111K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
498+ 2.9% |
$58.6K - $75K
|
17.7K
$3.94M
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
496+ 3.43% |
$58.4K - $74.7K
|
15K
$3.34M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
495+ 4.81% |
$58.3K - $74.6K
|
10.8K
$2.41M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
494+ 25.15% |
$58.2K - $74.4K
|
2.46K
$548K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
491+ 21.16% |
$57.8K - $74K
|
2.81K
$627K
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
490+ 2.88% |
$57.7K - $73.8K
|
17.5K
$3.9M
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
489+ 16.21% |
$57.6K - $73.7K
|
3.51K
$782K
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
488+ 3.86% |
$57.5K - $73.5K
|
13.1K
$2.93M
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
485+ 13.92% |
$57.1K - $73.1K
|
3.97K
$885K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
483+ 8.47% |
$56.9K - $72.7K
|
6.19K
$1.38M
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
480+ 3.99% |
$56.5K - $72.3K
|
12.5K
$2.79M
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
480+ 24.81% |
$56.5K - $72.3K
|
2.42K
$538K
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
479+ 20.09% |
$56.4K - $72.1K
|
2.86K
$638K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
477+ 6.08% |
$56.2K - $71.8K
|
8.32K
$1.86M
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
477New |
$56.2K - $71.8K
|
477
$106K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
472+ 16.41% |
$55.6K - $71.1K
|
3.35K
$747K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
465+ 0.61% |
$54.8K - $70K
|
76.4K
$17M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
463+ 17.79% |
$54.5K - $69.7K
|
3.07K
$684K
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
461+ 1.53% |
$54.3K - $69.4K
|
30.6K
$6.83M
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
457+ 3.45% |
$53.8K - $68.8K
|
13.7K
$3.05M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
455+ 45.0% |
$53.6K - $68.5K
|
1.47K
$327K
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
452+ 11.07% |
$53.2K - $68.1K
|
4.54K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
447+ 2.41% |
$52.6K - $67.3K
|
19K
$4.23M
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
438+ 2.68% |
$51.6K - $66K
|
16.8K
$3.75M
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
436+ 2.7% |
$51.3K - $65.7K
|
16.6K
$3.7M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
435+ 22.98% |
$51.2K - $65.5K
|
2.33K
$519K
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
425+ 2.26% |
$50K - $64K
|
19.2K
$4.29M
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
418+ 16.28% |
$49.2K - $63K
|
2.99K
$666K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
417+ 0.64% |
$49.1K - $62.8K
|
65.8K
$14.7M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
417+ 6.28% |
$49.1K - $62.8K
|
7.06K
$1.57M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
415+ 2.92% |
$48.9K - $62.5K
|
14.6K
$3.26M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
415+ 119.94% |
$48.9K - $62.5K
|
761
$170K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
412+ 2.95% |
$48.5K - $62.1K
|
14.4K
$3.21M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
411+ 1.85% |
$48.4K - $61.9K
|
22.6K
$5.04M
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
410+ 1.05% |
$48.3K - $61.8K
|
39.4K
$8.79M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
400+ 140.85% |
$47.1K - $60.2K
|
684
$153K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
400New |
$47.1K - $60.2K
|
400
$89.2K
|
|
Feb 10, 2023
Q4 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
400+ 0.29% |
$47.1K - $60.2K
|
139K
$31.1M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
400+ 9.34% |
$47.1K - $60.2K
|
4.68K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
399+ 2.36% |
$47K - $60.1K
|
17.3K
$3.86M
|