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 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
787+ 1.06% |
$104K - $118K
|
74.8K
$17.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
786+ 11.64% |
$104K - $118K
|
7.54K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
778+ 6.32% |
$103K - $117K
|
13.1K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
772+ 2.47% |
$102K - $116K
|
32K
$7.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
770+ 14.42% |
$102K - $115K
|
6.11K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
765+ 0.61% |
$101K - $115K
|
126K
$28.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
763New |
$101K - $114K
|
763
$175K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
760+ 5.88% |
$100K - $114K
|
13.7K
$3.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
752+ 2.19% |
$99.3K - $113K
|
35.1K
$8.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
750+ 29.69% |
$99.1K - $112K
|
3.28K
$750K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
748+ 46.55% |
$98.8K - $112K
|
2.36K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
741+ 0.78% |
$97.9K - $111K
|
96.1K
$22M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
740+ 4.93% |
$97.7K - $111K
|
15.8K
$3.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
736+ 29.26% |
$97.2K - $110K
|
3.25K
$744K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
734+ 1.66% |
$96.9K - $110K
|
45K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
730+ 9.45% |
$96.4K - $109K
|
8.45K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
729+ 40.52% |
$96.3K - $109K
|
2.53K
$579K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
723+ 14.19% |
$95.5K - $108K
|
5.82K
$1.33M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
716+ 20.56% |
$94.6K - $107K
|
4.2K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
715+ 5.26% |
$94.4K - $107K
|
14.3K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
715+ 46.37% |
$94.4K - $107K
|
2.26K
$517K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
712+ 9.07% |
$94K - $107K
|
8.56K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
709+ 27.04% |
$93.6K - $106K
|
3.33K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.45% |
$92.5K - $105K
|
157K
$35.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
695+ 30.06% |
$91.8K - $104K
|
3.01K
$689K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
690+ 3.48% |
$91.1K - $103K
|
20.5K
$4.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
689+ 0.3% |
$91K - $103K
|
230K
$52.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
688+ 1.73% |
$90.9K - $103K
|
40.5K
$9.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
688+ 3.25% |
$90.9K - $103K
|
21.9K
$5.01M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
681+ 23.79% |
$89.9K - $102K
|
3.54K
$812K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
673+ 46.77% |
$88.9K - $101K
|
2.11K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
667+ 26.64% |
$88.1K - $99.9K
|
3.17K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
666+ 48.61% |
$88K - $99.8K
|
2.04K
$466K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
661+ 2.99% |
$87.3K - $99K
|
22.7K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
659+ 0.46% |
$87K - $98.7K
|
142K
$32.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
655New |
$86.5K - $98.1K
|
655
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
654+ 12.5% |
$86.4K - $98K
|
5.89K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
646+ 4.55% |
$85.3K - $96.8K
|
14.8K
$3.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
630New |
$83.2K - $94.4K
|
630
$144K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
629+ 2.0% |
$83.1K - $94.2K
|
32K
$7.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
629+ 0.14% |
$83.1K - $94.2K
|
457K
$105M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
627+ 5.6% |
$82.8K - $93.9K
|
11.8K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
624+ 0.42% |
$82.4K - $93.5K
|
150K
$34.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
619+ 8.72% |
$81.8K - $92.7K
|
7.72K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
615+ 2.33% |
$81.2K - $92.1K
|
27K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
615+ 6.35% |
$81.2K - $92.1K
|
10.3K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
612+ 0.75% |
$80.8K - $91.7K
|
82.6K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
596+ 2.27% |
$78.7K - $89.3K
|
26.9K
$6.16M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
594+ 30.49% |
$78.5K - $89K
|
2.54K
$582K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
582+ 2.1% |
$76.9K - $87.2K
|
28.4K
$6.49M
|