Purchases and Sales Made in Q3 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.41K+ 2.14% |
$186K - $211K
|
67.1K
$15.4M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.41K+ 15.86% |
$186K - $211K
|
10.3K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.39K+ 4.83% |
$183K - $208K
|
30.1K
$6.89M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.38K+ 7.6% |
$182K - $207K
|
19.6K
$4.48M
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
1.37K+ 13.33% |
$180K - $205K
|
11.6K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.35K+ 1.81% |
$179K - $203K
|
76K
$17.4M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.33K+ 17.47% |
$176K - $200K
|
8.97K
$2.05M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 7.29% |
$173K - $196K
|
19.3K
$4.41M
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 47.4% |
$172K - $195K
|
4.05K
$927K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.3K+ 23.31% |
$172K - $195K
|
6.88K
$1.57M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.29K+ 5.92% |
$171K - $194K
|
23.1K
$5.3M
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.26K+ 33.77% |
$166K - $188K
|
4.98K
$1.14M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.23K+ 9.2% |
$163K - $185K
|
14.6K
$3.35M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.74% |
$163K - $185K
|
71.9K
$16.5M
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1.23K+ 10.43% |
$162K - $184K
|
13K
$2.98M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 10.22% |
$160K - $181K
|
13K
$2.98M
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
1.21K+ 1.98% |
$159K - $181K
|
62K
$14.2M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.2K+ 224.91% |
$159K - $180K
|
1.74K
$397K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.2K+ 55.14% |
$159K - $180K
|
3.38K
$774K
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1.2K+ 200.0% |
$158K - $180K
|
1.8K
$412K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.2K+ 14.44% |
$158K - $179K
|
9.48K
$2.17M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.19K+ 18.29% |
$158K - $179K
|
7.72K
$1.77M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.19KNew |
$158K - $179K
|
1.19K
$273K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.19K+ 18.09% |
$157K - $178K
|
7.76K
$1.78M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.18K+ 18.3% |
$156K - $177K
|
7.64K
$1.75M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.18K+ 48.96% |
$156K - $176K
|
3.58K
$821K
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.18K+ 30.96% |
$156K - $176K
|
4.98K
$1.14M
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.18K+ 7.52% |
$155K - $176K
|
16.8K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.17K+ 3.45% |
$155K - $175K
|
35.1K
$8.04M
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.17K+ 3.6% |
$154K - $175K
|
33.6K
$7.69M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.14K+ 3.39% |
$150K - $171K
|
34.7K
$7.95M
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
1.12K+ 3.76% |
$148K - $168K
|
31K
$7.1M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.12K+ 7.56% |
$147K - $167K
|
15.9K
$3.63M
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
1.11K+ 60.46% |
$146K - $166K
|
2.94K
$673K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11K+ 19.52% |
$146K - $166K
|
6.78K
$1.55M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
1.11K+ 18.67% |
$146K - $166K
|
7.03K
$1.61M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1K+ 2.9% |
$145K - $165K
|
39K
$8.93M
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 3.21% |
$145K - $164K
|
35.3K
$8.08M
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.08K+ 2.86% |
$143K - $162K
|
38.9K
$8.9M
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.08K+ 3.71% |
$142K - $161K
|
30.1K
$6.89M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.06K+ 17.2% |
$140K - $159K
|
7.23K
$1.66M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.06K+ 8.38% |
$140K - $159K
|
13.7K
$3.14M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.04K+ 10.06% |
$138K - $156K
|
11.4K
$2.62M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.04KNew |
$137K - $155K
|
1.04K
$237K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 3.19% |
$136K - $155K
|
33.4K
$7.65M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.03K+ 11.57% |
$136K - $154K
|
9.91K
$2.27M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.02KNew |
$134K - $152K
|
1.02K
$233K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.01K+ 3.97% |
$134K - $151K
|
26.5K
$6.07M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.01K+ 1.38% |
$133K - $151K
|
74K
$17M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.01K+ 20.21% |
$133K - $151K
|
5.98K
$1.37M
|