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 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
399+ 2.36% |
$47K - $60.1K
|
17.3K
$3.96M
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
397+ 11.1% |
$46.7K - $59.8K
|
3.97K
$909K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
396+ 17.38% |
$46.6K - $59.6K
|
2.67K
$612K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
395+ 9.4% |
$46.5K - $59.5K
|
4.6K
$1.05M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
393New |
$46.3K - $59.2K
|
393
$89.9K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
393+ 8.94% |
$46.3K - $59.2K
|
4.79K
$1.1M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
390+ 18.64% |
$45.9K - $58.7K
|
2.48K
$568K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
388+ 6.55% |
$45.7K - $58.4K
|
6.32K
$1.45M
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
386+ 11.65% |
$45.5K - $58.1K
|
3.7K
$847K
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
384+ 7.38% |
$45.2K - $57.8K
|
5.59K
$1.28M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
382+ 6.68% |
$45K - $57.5K
|
6.1K
$1.4M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
380+ 12.7% |
$44.7K - $57.2K
|
3.37K
$771K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
377+ 2.82% |
$44.4K - $56.8K
|
13.7K
$3.14M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
377+ 1.79% |
$44.4K - $56.8K
|
21.5K
$4.92M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
374+ 8.76% |
$44K - $56.3K
|
4.64K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
374+ 0.48% |
$44K - $56.3K
|
77.8K
$17.8M
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
369+ 15.65% |
$43.4K - $55.6K
|
2.73K
$624K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
365+ 46.38% |
$43K - $55K
|
1.15K
$264K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
364+ 19.88% |
$42.9K - $54.8K
|
2.2K
$502K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
363+ 8.49% |
$42.7K - $54.7K
|
4.64K
$1.06M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
363+ 15.16% |
$42.7K - $54.7K
|
2.76K
$631K
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
360+ 2.27% |
$42.4K - $54.2K
|
16.2K
$3.7M
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
360+ 7.41% |
$42.4K - $54.2K
|
5.22K
$1.19M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
358+ 3.64% |
$42.2K - $53.9K
|
10.2K
$2.33M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
357+ 12.61% |
$42K - $53.8K
|
3.19K
$730K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
355+ 7.7% |
$41.8K - $53.5K
|
4.97K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
348+ 2.05% |
$41K - $52.4K
|
17.3K
$3.96M
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
346+ 4.29% |
$40.7K - $52.1K
|
8.41K
$1.92M
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
345+ 1.98% |
$40.6K - $52K
|
17.7K
$4.06M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
344New |
$40.5K - $51.8K
|
344
$78.7K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
343+ 0.56% |
$40.4K - $51.7K
|
61.7K
$14.1M
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
343+ 0.74% |
$40.4K - $51.7K
|
46.7K
$10.7M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
343+ 0.35% |
$40.4K - $51.7K
|
98.5K
$22.5M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
341+ 5.32% |
$40.2K - $51.4K
|
6.75K
$1.55M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
340+ 9.68% |
$40K - $51.2K
|
3.85K
$882K
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
334+ 18.1% |
$39.3K - $50.3K
|
2.18K
$499K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
328+ 5.97% |
$38.6K - $49.4K
|
5.82K
$1.33M
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
327+ 4.86% |
$38.5K - $49.3K
|
7.05K
$1.61M
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
326+ 0.99% |
$38.4K - $49.1K
|
33.1K
$7.58M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
324+ 14.39% |
$38.2K - $48.8K
|
2.58K
$589K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
324+ 3.28% |
$38.2K - $48.8K
|
10.2K
$2.34M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
323+ 7.72% |
$38K - $48.7K
|
4.51K
$1.03M
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
318+ 3.19% |
$37.4K - $47.9K
|
10.3K
$2.35M
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
316+ 15.3% |
$37.2K - $47.6K
|
2.38K
$545K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
313+ 12.64% |
$36.9K - $47.1K
|
2.79K
$638K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
311+ 1.46% |
$36.6K - $46.8K
|
21.6K
$4.94M
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
310+ 73.29% |
$36.5K - $46.7K
|
733
$168K
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
310+ 4.82% |
$36.5K - $46.7K
|
6.74K
$1.54M
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
310+ 0.44% |
$36.5K - $46.7K
|
71K
$16.2M
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
309+ 0.9% |
$36.4K - $46.5K
|
34.5K
$7.89M
|