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 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
86+ 0.97% |
$10.1K - $13K
|
8.93K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
86+ 0.17% |
$10.1K - $13K
|
51.3K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
84+ 2.28% |
$9.89K - $12.7K
|
3.77K
$840K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
83+ 1.92% |
$9.77K - $12.5K
|
4.41K
$983K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
82+ 3.92% |
$9.66K - $12.4K
|
2.17K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
82+ 0.88% |
$9.66K - $12.4K
|
9.42K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
81+ 4.21% |
$9.54K - $12.2K
|
2K
$447K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
81+ 2.14% |
$9.54K - $12.2K
|
3.86K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.54K - $12.2K
|
81
$18.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
79+ 2.5% |
$9.3K - $11.9K
|
3.24K
$722K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
78+ 1.12% |
$9.18K - $11.7K
|
7.02K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
78+ 1.25% |
$9.18K - $11.7K
|
6.3K
$1.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
78+ 1.19% |
$9.18K - $11.7K
|
6.63K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
78+ 4.4% |
$9.18K - $11.7K
|
1.85K
$412K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
77+ 28.84% |
$9.07K - $11.6K
|
344
$76.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
76+ 2.32% |
$8.95K - $11.4K
|
3.35K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
76+ 4.2% |
$8.95K - $11.4K
|
1.89K
$421K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
75New |
$8.83K - $11.3K
|
75
$16.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
75+ 0.99% |
$8.83K - $11.3K
|
7.63K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
72+ 1.34% |
$8.48K - $10.8K
|
5.43K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
72+ 1.5% |
$8.48K - $10.8K
|
4.88K
$1.09M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
72+ 1.5% |
$8.48K - $10.8K
|
4.88K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
70+ 0.03% |
$8.24K - $10.5K
|
222K
$49.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69+ 0.55% |
$8.12K - $10.4K
|
12.6K
$2.81M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
68+ 0.57% |
$8.01K - $10.2K
|
12.1K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
68+ 2.59% |
$8.01K - $10.2K
|
2.69K
$600K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
67+ 1.18% |
$7.89K - $10.1K
|
5.75K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
67+ 0.47% |
$7.89K - $10.1K
|
14.4K
$3.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
67+ 5.01% |
$7.89K - $10.1K
|
1.4K
$313K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66+ 0.75% |
$7.77K - $9.94K
|
8.9K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
65+ 2.02% |
$7.65K - $9.79K
|
3.29K
$733K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
65+ 650.0% |
$7.65K - $9.79K
|
75
$16.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
64+ 2.22% |
$7.54K - $9.64K
|
2.95K
$657K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
64+ 2.0% |
$7.54K - $9.64K
|
3.27K
$730K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
63+ 3.89% |
$7.42K - $9.49K
|
1.68K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
62New |
$7.3K - $9.34K
|
62
$13.8K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
61+ 3.17% |
$7.18K - $9.19K
|
1.99K
$443K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
60+ 0.35% |
$7.07K - $9.04K
|
17K
$3.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
59New |
$6.95K - $8.89K
|
59
$13.2K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
59+ 8.94% |
$6.95K - $8.89K
|
719
$160K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
58+ 2.95% |
$6.83K - $8.74K
|
2.03K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
56New |
$6.59K - $8.43K
|
56
$12.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
55+ 0.74% |
$6.48K - $8.28K
|
7.49K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
55+ 3.12% |
$6.48K - $8.28K
|
1.82K
$405K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
54New |
$6.36K - $8.13K
|
54
$12K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
54+ 0.59% |
$6.36K - $8.13K
|
9.26K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
54+ 1.07% |
$6.36K - $8.13K
|
5.1K
$1.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
53+ 0.35% |
$6.24K - $7.98K
|
15.1K
$3.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
53+ 2.17% |
$6.24K - $7.98K
|
2.5K
$556K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
52+ 25.49% |
$6.12K - $7.83K
|
256
$57.1K
|