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
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$471 - $602
|
1.77K
$404K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.98% |
$471 - $602
|
413
$94.5K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.16% |
$471 - $602
|
2.53K
$580K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$471 - $602
|
7.18K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4+ 0.1% |
$471 - $602
|
3.85K
$881K
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4+ 0.2% |
$471 - $602
|
2.05K
$469K
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.52% |
$353 - $452
|
201
$46K
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$353 - $452
|
2.42K
$554K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 8.82% |
$353 - $452
|
37
$8.47K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3+ 0.06% |
$353 - $452
|
5.24K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.13% |
$353 - $452
|
2.39K
$546K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.91% |
$353 - $452
|
333
$76.2K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$353 - $452
|
2.96K
$678K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.26% |
$236 - $301
|
765
$175K
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$236 - $301
|
7.8K
$1.79M
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
2+ 0.09% |
$236 - $301
|
2.33K
$532K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.09% |
$236 - $301
|
2.25K
$514K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$236 - $301
|
2.58K
$590K
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
2+ 0.02% |
$236 - $301
|
10K
$2.29M
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.05% |
$236 - $301
|
3.75K
$859K
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.04% |
$236 - $301
|
5.58K
$1.28M
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$118 - $151
|
1.2K
$273K
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$118 - $151
|
106
$24.3K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.06% |
$118 - $151
|
1.7K
$390K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.05% |
$118 - $151
|
2.1K
$481K
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
1+ 0.03% |
$118 - $151
|
3.98K
$912K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.33% |
$118 - $151
|
76
$17.4K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.07% |
$118 - $151
|
1.48K
$338K
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$118 - $151
|
2.64K
$605K
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$118 - $151
|
5.94K
$1.36M
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.1% |
$118 - $151
|
980
$224K
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 0.0% |
$118 - $151
|
30.9K
$7.06M
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.03% |
$118 - $151
|
3.03K
$694K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 14.29% |
$118 - $151
|
6
$1.37K
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$118 - $151
|
8.92K
$2.04M
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2- 0.12% |
$236 - $301
|
1.66K
$380K
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$236 - $301
|
10.3K
$2.35M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2- 0.11% |
$236 - $301
|
1.88K
$430K
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2- 0.06% |
$236 - $301
|
3.19K
$730K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2- 0.04% |
$236 - $301
|
5.4K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-2- 0.03% |
$236 - $301
|
7.02K
$1.61M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.21% |
$353 - $452
|
1.46K
$333K
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.1% |
$353 - $452
|
3.06K
$700K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 0.15% |
$471 - $602
|
2.65K
$606K
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$471 - $602
|
4.99K
$1.14M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4- 0.03% |
$471 - $602
|
12.3K
$2.81M
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$589 - $753
|
1.78K
$408K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.04% |
$589 - $753
|
13.2K
$3.02M
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 21.74% |
$589 - $753
|
18
$4.12K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.2% |
$589 - $753
|
2.5K
$573K
|