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 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-153- 4.93% |
$18K - $23K
|
2.95K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-155- 3.01% |
$18.3K - $23.3K
|
4.99K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-155- 1.43% |
$18.3K - $23.3K
|
10.7K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-156- 4.51% |
$18.4K - $23.5K
|
3.3K
$756K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-156- 5.49% |
$18.4K - $23.5K
|
2.69K
$614K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-157- 2.29% |
$18.5K - $23.6K
|
6.7K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-158- 0.33% |
$18.6K - $23.8K
|
47.2K
$10.8M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-159- 5.99% |
$18.7K - $23.9K
|
2.49K
$571K
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-160- 4.2% |
$18.8K - $24.1K
|
3.65K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-160- 5.51% |
$18.8K - $24.1K
|
2.75K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-160- 2.36% |
$18.8K - $24.1K
|
6.62K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-164- 7.68% |
$19.3K - $24.7K
|
1.97K
$451K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-164- 2.14% |
$19.3K - $24.7K
|
7.49K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-167- 0.33% |
$19.7K - $25.2K
|
49.9K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-170- 0.29% |
$20K - $25.6K
|
59.1K
$13.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
SELL
|
- |
-170- 5.38% |
$20K - $25.6K
|
2.99K
$685K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-175- 3.45% |
$20.6K - $26.4K
|
4.9K
$1.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-176- 2.13% |
$20.7K - $26.5K
|
8.07K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-181- 2.11% |
$21.3K - $27.3K
|
8.41K
$1.92M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-183- 0.66% |
$21.5K - $27.6K
|
27.4K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-184- 2.25% |
$21.7K - $27.7K
|
8K
$1.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-185- 1.65% |
$21.8K - $27.9K
|
11K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-185- 0.05% |
$21.8K - $27.9K
|
349K
$79.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.19% |
$21.9K - $28K
|
15.4K
$3.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-187- 8.82% |
$22K - $28.2K
|
1.93K
$443K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-188- 3.68% |
$22.1K - $28.3K
|
4.92K
$1.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-190- 2.29% |
$22.4K - $28.6K
|
8.12K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-190- 1.47% |
$22.4K - $28.6K
|
12.7K
$2.91M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-193- 2.06% |
$22.7K - $29.1K
|
9.19K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-193- 0.94% |
$22.7K - $29.1K
|
20.4K
$4.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-194- 0.88% |
$22.8K - $29.2K
|
21.8K
$4.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-194- 3.3% |
$22.8K - $29.2K
|
5.68K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-194- 5.04% |
$22.8K - $29.2K
|
3.66K
$837K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-198- 5.73% |
$23.3K - $29.8K
|
3.26K
$746K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-199- 3.0% |
$23.4K - $30K
|
6.43K
$1.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Guardian Investment Management
|
SELL
|
- |
-200- 4.02% |
$23.6K - $30.1K
|
4.78K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 2.44% |
$23.6K - $30.1K
|
7.99K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-200- 7.34% |
$23.6K - $30.1K
|
2.53K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 7.9% |
$23.6K - $30.1K
|
2.33K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-201- 6.93% |
$23.7K - $30.3K
|
2.7K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-202- 0.17% |
$23.8K - $30.4K
|
116K
$26.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-207- 9.86% |
$24.4K - $31.2K
|
1.89K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-210- 4.79% |
$24.7K - $31.6K
|
4.18K
$956K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-210- 9.78% |
$24.7K - $31.6K
|
1.94K
$443K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-211- 7.5% |
$24.8K - $31.8K
|
2.6K
$596K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-212- 1.96% |
$25K - $31.9K
|
10.6K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-212- 6.42% |
$25K - $31.9K
|
3.09K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-212- 2.83% |
$25K - $31.9K
|
7.28K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-213- 8.61% |
$25.1K - $32.1K
|
2.26K
$517K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-214- 11.66% |
$25.2K - $32.2K
|
1.62K
$371K
|