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 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-399- 3.59% |
$47K - $60.1K
|
10.7K
$2.45M
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-400- 9.52% |
$47.1K - $60.2K
|
3.8K
$870K
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-400- 5.55% |
$47.1K - $60.2K
|
6.81K
$1.56M
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-401- 7.15% |
$47.2K - $60.4K
|
5.21K
$1.19M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-403- 6.61% |
$47.5K - $60.7K
|
5.69K
$1.3M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-406- 0.46% |
$47.8K - $61.2K
|
88.3K
$20.2M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-408- 27.98% |
$48K - $61.5K
|
1.05K
$240K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-411- 4.09% |
$48.4K - $61.9K
|
9.64K
$2.2M
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-412- 11.85% |
$48.5K - $62.1K
|
3.07K
$701K
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-415- 3.78% |
$48.9K - $62.5K
|
10.6K
$2.42M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-416- 3.28% |
$49K - $62.7K
|
12.3K
$2.8M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-419- 1.77% |
$49.3K - $63.1K
|
23.2K
$5.31M
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-420- 99.29% |
$49.5K - $63.3K
|
3
$686
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-420- 1.48% |
$49.5K - $63.3K
|
28K
$6.41M
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-420- 99.29% |
$49.5K - $63.3K
|
3
$686
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-424- 4.47% |
$49.9K - $63.9K
|
9.06K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-428- 0.14% |
$50.4K - $64.5K
|
307K
$70.2M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-429- 3.49% |
$50.5K - $64.6K
|
11.9K
$2.72M
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-429- 4.07% |
$50.5K - $64.6K
|
10.1K
$2.31M
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-429- 3.69% |
$50.5K - $64.6K
|
11.2K
$2.56M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-430- 4.98% |
$50.6K - $64.8K
|
8.2K
$1.88M
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-435- 9.04% |
$51.2K - $65.5K
|
4.38K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-439- 11.07% |
$51.7K - $66.1K
|
3.53K
$807K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-440- 2.15% |
$51.8K - $66.3K
|
20K
$4.59M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-442- 7.27% |
$52K - $66.6K
|
5.64K
$1.29M
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-449- 9.87% |
$52.9K - $67.6K
|
4.1K
$938K
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-450- 4.35% |
$53K - $67.8K
|
9.9K
$2.26M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-452- 15.31% |
$53.2K - $68.1K
|
2.5K
$572K
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-453- 9.44% |
$53.3K - $68.2K
|
4.35K
$995K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-454- 9.02% |
$53.5K - $68.4K
|
4.58K
$1.05M
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-464- 3.62% |
$54.6K - $69.9K
|
12.4K
$2.83M
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-467- 19.97% |
$55K - $70.3K
|
1.87K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-475- 11.01% |
$55.9K - $71.5K
|
3.84K
$879K
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-481- 2.34% |
$56.6K - $72.4K
|
20K
$4.59M
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-482- 16.78% |
$56.8K - $72.6K
|
2.39K
$547K
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-487- 11.89% |
$57.3K - $73.4K
|
3.61K
$826K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-489- 2.48% |
$57.6K - $73.7K
|
19.2K
$4.4M
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-495- 2.04% |
$58.3K - $74.6K
|
23.7K
$5.43M
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
SELL
|
- |
-495- 8.13% |
$58.3K - $74.6K
|
5.59K
$1.28M
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-500- 25.0% |
$58.9K - $75.3K
|
1.5K
$343K
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-500- 17.82% |
$58.9K - $75.3K
|
2.31K
$528K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-500- 13.12% |
$58.9K - $75.3K
|
3.31K
$757K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 10.36% |
$58.9K - $75.3K
|
4.33K
$990K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-503- 3.45% |
$59.2K - $75.8K
|
14.1K
$3.23M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-506- 3.87% |
$59.6K - $76.2K
|
12.6K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-508- 1.79% |
$59.8K - $76.5K
|
27.8K
$6.37M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-508- 20.28% |
$59.8K - $76.5K
|
2K
$457K
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-510- 20.02% |
$60.1K - $76.8K
|
2.04K
$466K
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-510- 2.74% |
$60.1K - $76.8K
|
18.1K
$4.15M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-514- 4.1% |
$60.5K - $77.4K
|
12K
$2.75M
|