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 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
581+ 0.82% |
$76.7K - $87.1K
|
71K
$16.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
578+ 28.5% |
$76.3K - $86.6K
|
2.61K
$597K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
576+ 2.56% |
$76.1K - $86.3K
|
23.1K
$5.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
574+ 9.11% |
$75.8K - $86K
|
6.87K
$1.57M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
574+ 2.66% |
$75.8K - $86K
|
22.2K
$5.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
571+ 0.82% |
$75.4K - $85.6K
|
70K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
569+ 14.1% |
$75.2K - $85.3K
|
4.6K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
564+ 2.56% |
$74.5K - $84.5K
|
22.6K
$5.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
562+ 8.07% |
$74.2K - $84.2K
|
7.52K
$1.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
560+ 27.96% |
$74K - $83.9K
|
2.56K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
559+ 1.14% |
$73.8K - $83.8K
|
49.8K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
547+ 3.08% |
$72.2K - $82K
|
18.3K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
540+ 3.95% |
$71.3K - $80.9K
|
14.2K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
540+ 1.28% |
$71.3K - $80.9K
|
42.8K
$9.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
533+ 27.77% |
$70.4K - $79.9K
|
2.45K
$562K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
529+ 4.78% |
$69.9K - $79.3K
|
11.6K
$2.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
527+ 5.41% |
$69.6K - $79K
|
10.3K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
526+ 45.46% |
$69.5K - $78.8K
|
1.68K
$385K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
525New |
$69.3K - $78.7K
|
525
$120K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
524+ 15.79% |
$69.2K - $78.5K
|
3.84K
$880K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
524+ 0.8% |
$69.2K - $78.5K
|
65.8K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
524+ 23.28% |
$69.2K - $78.5K
|
2.78K
$635K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
522+ 20.05% |
$68.9K - $78.2K
|
3.13K
$716K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
522+ 1.23% |
$68.9K - $78.2K
|
43K
$9.84M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
521+ 4.86% |
$68.8K - $78.1K
|
11.2K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
509+ 2.36% |
$67.2K - $76.3K
|
22.1K
$5.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
508+ 1.83% |
$67.1K - $76.1K
|
28.2K
$6.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
507+ 2.08% |
$67K - $76K
|
24.9K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
505+ 4.34% |
$66.7K - $75.7K
|
12.1K
$2.78M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
504+ 4.53% |
$66.6K - $75.5K
|
11.6K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
501+ 24.77% |
$66.2K - $75.1K
|
2.52K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
500+ 2.72% |
$66K - $74.9K
|
18.9K
$4.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
497+ 32.68% |
$65.6K - $74.5K
|
2.02K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
497+ 1.01% |
$65.6K - $74.5K
|
49.8K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
495+ 2.87% |
$65.4K - $74.2K
|
17.7K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
493+ 3.32% |
$65.1K - $73.9K
|
15.4K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
490+ 5.57% |
$64.7K - $73.4K
|
9.29K
$2.13M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
486+ 38.33% |
$64.2K - $72.8K
|
1.75K
$402K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
484+ 4.09% |
$63.9K - $72.5K
|
12.3K
$2.82M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
483+ 2.92% |
$63.8K - $72.4K
|
17K
$3.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
478+ 3.39% |
$63.1K - $71.6K
|
14.6K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
476+ 1.17% |
$62.9K - $71.3K
|
41.2K
$9.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
472+ 3.26% |
$62.3K - $70.7K
|
14.9K
$3.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
468+ 1.33% |
$61.8K - $70.1K
|
35.6K
$8.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
466+ 45.51% |
$61.5K - $69.8K
|
1.49K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
466+ 1.45% |
$61.5K - $69.8K
|
32.6K
$7.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
463+ 3.95% |
$61.2K - $69.4K
|
12.2K
$2.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
456+ 1.68% |
$60.2K - $68.3K
|
27.6K
$6.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
451+ 1.38% |
$59.6K - $67.6K
|
33K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
444+ 2.66% |
$58.6K - $66.5K
|
17.1K
$3.92M
|