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 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-50- 1.46% |
$5.89K - $7.53K
|
3.39K
$755K
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-50- 1.6% |
$5.89K - $7.53K
|
3.08K
$686K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-52- 32.1% |
$6.12K - $7.83K
|
110
$24.5K
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-52- 0.18% |
$6.12K - $7.83K
|
29K
$6.46M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-52- 0.31% |
$6.12K - $7.83K
|
16.7K
$3.73M
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-52- 2.41% |
$6.12K - $7.83K
|
2.11K
$469K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-53- 0.98% |
$6.24K - $7.98K
|
5.37K
$1.2M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-54- 0.46% |
$6.36K - $8.13K
|
11.8K
$2.62M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-54- 1.23% |
$6.36K - $8.13K
|
4.32K
$963K
|
|
Feb 13, 2023
Q4 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-54- 2.52% |
$6.36K - $8.13K
|
2.09K
$465K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-54- 1.05% |
$6.36K - $8.13K
|
5.07K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-55- 2.51% |
$6.48K - $8.28K
|
2.14K
$476K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-56- 0.66% |
$6.59K - $8.43K
|
8.47K
$1.89M
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-56- 1.39% |
$6.59K - $8.43K
|
3.96K
$884K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-56- 0.5% |
$6.59K - $8.43K
|
11.2K
$2.5M
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-56- 2.51% |
$6.59K - $8.43K
|
2.18K
$485K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-57- 2.73% |
$6.71K - $8.59K
|
2.03K
$453K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-57- 0.27% |
$6.71K - $8.59K
|
20.8K
$4.63M
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-59- 1.09% |
$6.95K - $8.89K
|
5.35K
$1.19M
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-59- 3.34% |
$6.95K - $8.89K
|
1.71K
$381K
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.56% |
$6.95K - $8.89K
|
10.5K
$2.34M
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-60- 1.02% |
$7.07K - $9.04K
|
5.85K
$1.3M
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-60- 0.1% |
$7.07K - $9.04K
|
57.5K
$12.8M
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-60- 1.64% |
$7.07K - $9.04K
|
3.59K
$801K
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-60- 0.8% |
$7.07K - $9.04K
|
7.48K
$1.67M
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-63- 0.94% |
$7.42K - $9.49K
|
6.67K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-63- 1.73% |
$7.42K - $9.49K
|
3.58K
$798K
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-64- 0.31% |
$7.54K - $9.64K
|
20.5K
$4.57M
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-65- 8.09% |
$7.65K - $9.79K
|
738
$165K
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-65- 0.56% |
$7.65K - $9.79K
|
11.5K
$2.55M
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.47% |
$7.89K - $10.1K
|
4.5K
$1M
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-68- 3.2% |
$8.01K - $10.2K
|
2.05K
$458K
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-69- 1.06% |
$8.12K - $10.4K
|
6.46K
$1.44M
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-69- 1.28% |
$8.12K - $10.4K
|
5.32K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-70- 0.47% |
$8.24K - $10.5K
|
14.7K
$3.29M
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-70- 1.83% |
$8.24K - $10.5K
|
3.76K
$839K
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-71- 1.3% |
$8.36K - $10.7K
|
5.4K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.74% |
$8.48K - $10.8K
|
1.86K
$414K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-72- 4.27% |
$8.48K - $10.8K
|
1.62K
$360K
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-72- 1.93% |
$8.48K - $10.8K
|
3.66K
$816K
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-72- 0.56% |
$8.48K - $10.8K
|
12.7K
$2.83M
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-73- 2.39% |
$8.6K - $11K
|
2.98K
$664K
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-73- 2.77% |
$8.6K - $11K
|
2.56K
$571K
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-74- 0.51% |
$8.71K - $11.1K
|
14.4K
$3.21M
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-75- 1.22% |
$8.83K - $11.3K
|
6.06K
$1.35M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-76- 1.25% |
$8.95K - $11.4K
|
6.02K
$1.34M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-76- 0.75% |
$8.95K - $11.4K
|
10.1K
$2.26M
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-76- 3.69% |
$8.95K - $11.4K
|
1.99K
$443K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-77- 1.11% |
$9.07K - $11.6K
|
6.84K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-77- 0.33% |
$9.07K - $11.6K
|
23.2K
$5.17M
|