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 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
218+ 4.24% |
$25.7K - $32.8K
|
5.36K
$1.23M
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
215+ 4.46% |
$25.3K - $32.4K
|
5.04K
$1.15M
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
215+ 10.53% |
$25.3K - $32.4K
|
2.26K
$516K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
215+ 6.82% |
$25.3K - $32.4K
|
3.37K
$770K
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
215+ 1.53% |
$25.3K - $32.4K
|
14.3K
$3.27M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
214New |
$25.2K - $32.2K
|
214
$49K
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
212+ 3.16% |
$25K - $31.9K
|
6.93K
$1.59M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
210+ 2.21% |
$24.7K - $31.6K
|
9.7K
$2.22M
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
209+ 3.83% |
$24.6K - $31.5K
|
5.67K
$1.3M
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
207+ 4.22% |
$24.4K - $31.2K
|
5.11K
$1.17M
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
205+ 6.22% |
$24.1K - $30.9K
|
3.5K
$802K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
203+ 0.37% |
$23.9K - $30.6K
|
55.6K
$12.7M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
202New |
$23.8K - $30.4K
|
202
$46.2K
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
198+ 2.18% |
$23.3K - $29.8K
|
9.27K
$2.12M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
196+ 4.74% |
$23.1K - $29.5K
|
4.34K
$992K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
192New |
$22.6K - $28.9K
|
192
$43.9K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
191+ 4.69% |
$22.5K - $28.8K
|
4.27K
$976K
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
188+ 1.21% |
$22.1K - $28.3K
|
15.7K
$3.59M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
183+ 5.26% |
$21.5K - $27.6K
|
3.66K
$837K
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
182+ 3.81% |
$21.4K - $27.4K
|
4.96K
$1.13M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
181New |
$21.3K - $27.3K
|
181
$41.4K
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
177+ 0.86% |
$20.8K - $26.7K
|
20.8K
$4.77M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
176+ 7.59% |
$20.7K - $26.5K
|
2.5K
$571K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
175+ 1.8% |
$20.6K - $26.4K
|
9.88K
$2.26M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
174+ 7.64% |
$20.5K - $26.2K
|
2.45K
$561K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
173+ 0.12% |
$20.4K - $26.1K
|
143K
$32.7M
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
171+ 5.71% |
$20.1K - $25.8K
|
3.17K
$725K
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
170+ 2.61% |
$20K - $25.6K
|
6.68K
$1.53M
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
169+ 2.12% |
$19.9K - $25.5K
|
8.12K
$1.86M
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
169+ 8.48% |
$19.9K - $25.5K
|
2.16K
$495K
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
167+ 4.55% |
$19.7K - $25.2K
|
3.84K
$878K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
166+ 6.94% |
$19.5K - $25K
|
2.56K
$585K
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
165+ 1.25% |
$19.4K - $24.9K
|
13.3K
$3.05M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
163+ 2.77% |
$19.2K - $24.6K
|
6.05K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
163+ 2.9% |
$19.2K - $24.6K
|
5.78K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
162+ 4.94% |
$19.1K - $24.4K
|
3.44K
$788K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
160+ 1.16% |
$18.8K - $24.1K
|
13.9K
$3.18M
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
159+ 2.6% |
$18.7K - $23.9K
|
6.28K
$1.44M
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
156+ 1.85% |
$18.4K - $23.5K
|
8.58K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
153+ 1.25% |
$18K - $23K
|
12.4K
$2.83M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
151+ 0.88% |
$17.8K - $22.7K
|
17.3K
$3.97M
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
150+ 6.99% |
$17.7K - $22.6K
|
2.3K
$525K
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
150+ 0.94% |
$17.7K - $22.6K
|
16.2K
$3.7M
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
150+ 1.43% |
$17.7K - $22.6K
|
10.7K
$2.44M
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
150+ 0.25% |
$17.7K - $22.6K
|
59.1K
$13.5M
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
145+ 0.97% |
$17.1K - $21.8K
|
15.2K
$3.47M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
145+ 1.9% |
$17.1K - $21.8K
|
7.79K
$1.78M
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
142+ 2.4% |
$16.7K - $21.4K
|
6.07K
$1.39M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
141+ 6.73% |
$16.6K - $21.2K
|
2.24K
$511K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
140+ 1.0% |
$16.5K - $21.1K
|
14.2K
$3.24M
|