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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-5- 0.18% |
$589 - $753
|
2.75K
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.23% |
$707 - $904
|
2.57K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-6- 0.03% |
$707 - $904
|
19.8K
$4.54M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7- 0.66% |
$824 - $1.05K
|
1.05K
$241K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7- 0.27% |
$824 - $1.05K
|
2.54K
$581K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-7- 0.11% |
$824 - $1.05K
|
6.33K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-7- 0.3% |
$824 - $1.05K
|
2.33K
$534K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.24% |
$942 - $1.2K
|
3.31K
$758K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.13% |
$1.06K - $1.36K
|
6.79K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9- 0.11% |
$1.06K - $1.36K
|
8.14K
$1.86M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-9- 0.14% |
$1.06K - $1.36K
|
6.36K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 1.88% |
$1.18K - $1.51K
|
521
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-10- 0.59% |
$1.18K - $1.51K
|
1.69K
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-10- 1.05% |
$1.18K - $1.51K
|
943
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-10- 0.19% |
$1.18K - $1.51K
|
5.16K
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11- 0.1% |
$1.3K - $1.66K
|
11.2K
$2.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.09% |
$1.3K - $1.66K
|
12.5K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 1.51% |
$1.3K - $1.66K
|
719
$165K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-12- 0.71% |
$1.41K - $1.81K
|
1.69K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-12- 0.3% |
$1.41K - $1.81K
|
3.99K
$913K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-13- 0.36% |
$1.53K - $1.96K
|
3.62K
$828K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-13- 0.21% |
$1.53K - $1.96K
|
6.09K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14- 0.16% |
$1.65K - $2.11K
|
8.8K
$2.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-15- 0.41% |
$1.77K - $2.26K
|
3.62K
$829K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-15- 0.15% |
$1.77K - $2.26K
|
9.79K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-15- 0.4% |
$1.77K - $2.26K
|
3.72K
$851K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-15- 0.2% |
$1.77K - $2.26K
|
7.36K
$1.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16- 0.55% |
$1.88K - $2.41K
|
2.89K
$661K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-16- 0.8% |
$1.88K - $2.41K
|
1.97K
$451K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 0.39% |
$2K - $2.56K
|
4.36K
$997K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-18- 0.26% |
$2.12K - $2.71K
|
6.81K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.01% |
$2.24K - $2.86K
|
164K
$37.5M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 3.77% |
$2.36K - $3.01K
|
510
$117K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.52% |
$2.36K - $3.01K
|
3.85K
$881K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-20- 0.27% |
$2.36K - $3.01K
|
7.25K
$1.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20- 1.08% |
$2.36K - $3.01K
|
1.84K
$420K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.81% |
$2.36K - $3.01K
|
2.45K
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 0.48% |
$2.36K - $3.01K
|
4.17K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-20- 0.63% |
$2.36K - $3.01K
|
3.13K
$717K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-21- 0.73% |
$2.47K - $3.16K
|
2.86K
$655K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-21- 0.05% |
$2.47K - $3.16K
|
45K
$10.3M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-21- 3.33% |
$2.47K - $3.16K
|
609
$139K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-22- 0.44% |
$2.59K - $3.31K
|
4.99K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-22- 0.58% |
$2.59K - $3.31K
|
3.75K
$857K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-23- 1.55% |
$2.71K - $3.46K
|
1.46K
$334K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-24- 0.4% |
$2.83K - $3.61K
|
5.96K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-24- 0.55% |
$2.83K - $3.61K
|
4.38K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-25- 0.76% |
$2.94K - $3.77K
|
3.28K
$751K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 1.23% |
$2.94K - $3.77K
|
2K
$458K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-25- 0.52% |
$2.94K - $3.77K
|
4.81K
$1.1M
|