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 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
444+ 2.66% |
$58.6K - $66.5K
|
17.1K
$4.26M
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
442+ 11.16% |
$58.4K - $66.2K
|
4.4K
$1.09M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
436+ 9.94% |
$57.6K - $65.3K
|
4.82K
$1.2M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
429+ 3.2% |
$56.7K - $64.3K
|
13.8K
$3.44M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
427+ 4.9% |
$56.4K - $64K
|
9.13K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
426+ 45.08% |
$56.3K - $63.8K
|
1.37K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
423+ 7.05% |
$55.9K - $63.4K
|
6.42K
$1.6M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
418+ 0.62% |
$55.2K - $62.6K
|
67.4K
$16.7M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
416+ 16.35% |
$54.9K - $62.3K
|
2.96K
$736K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
414+ 3.98% |
$54.7K - $62K
|
10.8K
$2.69M
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
408+ 15.43% |
$53.9K - $61.1K
|
3.05K
$759K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
405+ 0.81% |
$53.5K - $60.7K
|
50.7K
$12.6M
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
400+ 1.93% |
$52.8K - $59.9K
|
21.2K
$5.27M
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
400+ 7.14% |
$52.8K - $59.9K
|
6K
$1.49M
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
396+ 5.38% |
$52.3K - $59.3K
|
7.75K
$1.93M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
390+ 11.15% |
$51.5K - $58.4K
|
3.89K
$967K
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
377+ 19.78% |
$49.8K - $56.5K
|
2.28K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
375+ 16.56% |
$49.5K - $56.2K
|
2.64K
$656K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
373+ 1.7% |
$49.3K - $55.9K
|
22.3K
$5.55M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
373+ 8.38% |
$49.3K - $55.9K
|
4.82K
$1.2M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
371+ 1.64% |
$49K - $55.6K
|
23K
$5.71M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
371+ 2.65% |
$49K - $55.6K
|
14.4K
$3.57M
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
371+ 2.23% |
$49K - $55.6K
|
17K
$4.22M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
367+ 1.23% |
$48.5K - $55K
|
30.3K
$7.54M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
360+ 0.65% |
$47.5K - $53.9K
|
56K
$13.9M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
355New |
$46.9K - $53.2K
|
355
$88.3K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
353+ 5.92% |
$46.6K - $52.9K
|
6.32K
$1.57M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
352+ 73.64% |
$46.5K - $52.7K
|
830
$206K
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
350+ 9.93% |
$46.2K - $52.4K
|
3.88K
$964K
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
350+ 4.56% |
$46.2K - $52.4K
|
8.03K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350+ 8.52% |
$46.2K - $52.4K
|
4.46K
$1.11M
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
349New |
$46.1K - $52.3K
|
349
$86.8K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
349+ 0.68% |
$46.1K - $52.3K
|
51.9K
$12.9M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
344+ 3.01% |
$45.4K - $51.5K
|
11.8K
$2.93M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
340+ 5.93% |
$44.9K - $50.9K
|
6.08K
$1.51M
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
338+ 14.44% |
$44.6K - $50.6K
|
2.68K
$666K
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
338+ 2.38% |
$44.6K - $50.6K
|
14.5K
$3.62M
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
329+ 0.92% |
$43.5K - $49.3K
|
36K
$8.95M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
329+ 1.69% |
$43.5K - $49.3K
|
19.8K
$4.92M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
328+ 0.5% |
$43.3K - $49.1K
|
65.7K
$16.3M
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
327+ 19.45% |
$43.2K - $49K
|
2.01K
$499K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
327New |
$43.2K - $49K
|
327
$81.3K
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
325+ 17.08% |
$42.9K - $48.7K
|
2.23K
$554K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
322+ 11.55% |
$42.5K - $48.2K
|
3.11K
$773K
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
321+ 0.3% |
$42.4K - $48.1K
|
106K
$26.4M
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
319+ 0.18% |
$42.1K - $47.8K
|
174K
$43.3M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
319+ 1.5% |
$42.1K - $47.8K
|
21.5K
$5.35M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
319+ 1.5% |
$42.1K - $47.8K
|
21.5K
$5.35M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
318+ 5.87% |
$42K - $47.6K
|
5.73K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
318+ 6.29% |
$42K - $47.6K
|
5.38K
$1.34M
|