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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1K+ 5.24% |
$132K - $150K
|
20.1K
$4.63M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
995+ 12.55% |
$131K - $149K
|
8.92K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
987+ 31.5% |
$130K - $148K
|
4.12K
$948K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
987+ 3.58% |
$130K - $148K
|
28.6K
$6.57M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
978+ 3.47% |
$129K - $147K
|
29.2K
$6.71M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
977+ 12.15% |
$129K - $146K
|
9.02K
$2.07M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
974+ 5.3% |
$129K - $146K
|
19.3K
$4.45M
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
974New |
$129K - $146K
|
974
$224K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
960+ 2.84% |
$127K - $144K
|
34.8K
$8.01M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
950+ 3.5% |
$125K - $142K
|
28.1K
$6.46M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
948+ 6.45% |
$125K - $142K
|
15.6K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
944+ 31.31% |
$125K - $141K
|
3.96K
$911K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
936+ 4.34% |
$124K - $140K
|
22.5K
$5.18M
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
931+ 26.41% |
$123K - $139K
|
4.46K
$1.03M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
929+ 3.96% |
$123K - $139K
|
24.4K
$5.61M
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
925+ 1.91% |
$122K - $139K
|
49.3K
$11.3M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
923+ 9.29% |
$122K - $138K
|
10.9K
$2.5M
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
914+ 8.7% |
$121K - $137K
|
11.4K
$2.63M
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
911+ 0.68% |
$120K - $136K
|
135K
$31.1M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
902+ 7.74% |
$119K - $135K
|
12.6K
$2.89M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
890+ 14.49% |
$118K - $133K
|
7.03K
$1.62M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
888+ 261.18% |
$117K - $133K
|
1.23K
$283K
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
888New |
$117K - $133K
|
888
$204K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
883+ 1.02% |
$117K - $132K
|
87.7K
$20.2M
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
882+ 41.33% |
$116K - $132K
|
3.02K
$694K
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
881+ 15.12% |
$116K - $132K
|
6.71K
$1.54M
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
879+ 0.63% |
$116K - $132K
|
140K
$32.2M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
873+ 4.9% |
$115K - $131K
|
18.7K
$4.3M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
869+ 1.64% |
$115K - $130K
|
53.8K
$12.4M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
864+ 15.91% |
$114K - $129K
|
6.29K
$1.45M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
860+ 11.65% |
$114K - $129K
|
8.24K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
856+ 43.41% |
$113K - $128K
|
2.83K
$651K
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
852+ 1.64% |
$113K - $128K
|
52.7K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
851+ 7.38% |
$112K - $128K
|
12.4K
$2.85M
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
839+ 9.97% |
$111K - $126K
|
9.26K
$2.13M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
837+ 23.55% |
$111K - $125K
|
4.39K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
829+ 6.19% |
$109K - $124K
|
14.2K
$3.27M
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
822+ 1.48% |
$109K - $123K
|
56.4K
$13M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
815+ 2.3% |
$108K - $122K
|
36.2K
$8.34M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
812+ 4.64% |
$107K - $122K
|
18.3K
$4.21M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
806+ 28.99% |
$106K - $121K
|
3.59K
$825K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
805+ 7.8% |
$106K - $121K
|
11.1K
$2.56M
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
805+ 2.02% |
$106K - $121K
|
40.6K
$9.34M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
805+ 14.02% |
$106K - $121K
|
6.55K
$1.51M
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
805+ 2.02% |
$106K - $121K
|
40.6K
$9.34M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
801+ 17.33% |
$106K - $120K
|
5.42K
$1.25M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
800+ 33.74% |
$106K - $120K
|
3.17K
$730K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
797+ 3.92% |
$105K - $119K
|
21.1K
$4.86M
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
797+ 3.36% |
$105K - $119K
|
24.5K
$5.64M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
792+ 18.67% |
$105K - $119K
|
5.03K
$1.16M
|