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 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.25% |
$1.3K - $1.66K
|
4.48K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 0.59% |
$1.3K - $1.66K
|
1.87K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11+ 0.56% |
$1.3K - $1.66K
|
1.98K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$1.3K - $1.66K
|
5.92K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
11+ 0.19% |
$1.3K - $1.66K
|
5.75K
$1.28M
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11+ 0.28% |
$1.3K - $1.66K
|
3.97K
$885K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10+ 0.5% |
$1.18K - $1.51K
|
2.03K
$452K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
10+ 1.68% |
$1.18K - $1.51K
|
605
$135K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
10+ 2.7% |
$1.18K - $1.51K
|
380
$84.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10+ 0.58% |
$1.18K - $1.51K
|
1.73K
$387K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$1.18K - $1.51K
|
2.96K
$660K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.34% |
$1.18K - $1.51K
|
2.91K
$650K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
9+ 0.36% |
$1.06K - $1.36K
|
2.51K
$559K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$1.06K - $1.36K
|
5.13K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
9+ 0.42% |
$1.06K - $1.36K
|
2.13K
$474K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.34% |
$942 - $1.2K
|
2.37K
$528K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
8+ 0.21% |
$942 - $1.2K
|
3.87K
$862K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
8+ 0.34% |
$942 - $1.2K
|
2.36K
$525K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.31% |
$942 - $1.2K
|
2.55K
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.47% |
$942 - $1.2K
|
1.72K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.67% |
$942 - $1.2K
|
1.21K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8+ 0.41% |
$942 - $1.2K
|
1.96K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.27% |
$942 - $1.2K
|
2.98K
$665K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.97% |
$942 - $1.2K
|
836
$186K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7+ 0.38% |
$824 - $1.05K
|
1.84K
$411K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.35% |
$824 - $1.05K
|
2.02K
$450K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.41% |
$824 - $1.05K
|
1.7K
$379K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6+ 0.19% |
$707 - $904
|
3.1K
$690K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.32% |
$707 - $904
|
1.91K
$425K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.36% |
$707 - $904
|
1.66K
$369K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$707 - $904
|
3.15K
$703K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.29% |
$707 - $904
|
2.1K
$468K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$589 - $753
|
16.2K
$3.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.7% |
$589 - $753
|
717
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5+ 0.15% |
$589 - $753
|
3.37K
$751K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
5+ 0.05% |
$589 - $753
|
9.54K
$2.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.14% |
$589 - $753
|
3.68K
$820K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$589 - $753
|
2.01K
$447K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.37% |
$589 - $753
|
1.34K
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.33% |
$589 - $753
|
1.52K
$338K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.18% |
$589 - $753
|
2.85K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.29% |
$589 - $753
|
1.73K
$385K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 0.94% |
$589 - $753
|
537
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
4+ 0.09% |
$471 - $602
|
4.29K
$956K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.1% |
$471 - $602
|
4.14K
$924K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4+ 0.13% |
$471 - $602
|
3.04K
$677K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.23% |
$471 - $602
|
330
$73.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$471 - $602
|
30.2K
$6.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$471 - $602
|
4
$892
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$471 - $602
|
1.77K
$394K
|