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
|
Boltwood Capital Management
|
BUY
|
- |
230+ 4.49% |
$30.4K - $34.5K
|
5.35K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
226+ 9.93% |
$29.9K - $33.9K
|
2.5K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
225+ 4.31% |
$29.7K - $33.7K
|
5.45K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
224New |
$29.6K - $33.6K
|
224
$59.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
223+ 3.8% |
$29.5K - $33.4K
|
6.1K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
223+ 104.69% |
$29.5K - $33.4K
|
436
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
221+ 5.14% |
$29.2K - $33.1K
|
4.52K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
220+ 1.15% |
$29.1K - $33K
|
19.4K
$5.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
218+ 0.3% |
$28.8K - $32.7K
|
72.9K
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
216+ 2.0% |
$28.5K - $32.4K
|
11K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
216+ 5.0% |
$28.5K - $32.4K
|
4.54K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
213+ 17.09% |
$28.1K - $31.9K
|
1.46K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
208+ 5.98% |
$27.5K - $31.2K
|
3.69K
$984K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
208+ 1.29% |
$27.5K - $31.2K
|
16.3K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
208+ 6.47% |
$27.5K - $31.2K
|
3.42K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
207+ 5.76% |
$27.3K - $31K
|
3.8K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
206+ 4.02% |
$27.2K - $30.9K
|
5.34K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
205+ 6.72% |
$27.1K - $30.7K
|
3.26K
$869K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
204+ 2.94% |
$26.9K - $30.6K
|
7.15K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
204+ 971.43% |
$26.9K - $30.6K
|
225
$60K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
203+ 11.4% |
$26.8K - $30.4K
|
1.98K
$529K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.36% |
$26.4K - $30K
|
56.4K
$15.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
200+ 5.25% |
$26.4K - $30K
|
4.01K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
200+ 2.99% |
$26.4K - $30K
|
6.89K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 0.19% |
$26.4K - $30K
|
106K
$28.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
200+ 10.3% |
$26.4K - $30K
|
2.14K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
199+ 3.45% |
$26.3K - $29.8K
|
5.97K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
198+ 2.89% |
$26.2K - $29.7K
|
7.06K
$1.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
198+ 3.31% |
$26.2K - $29.7K
|
6.19K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
197+ 0.36% |
$26K - $29.5K
|
55.1K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
196+ 36.7% |
$25.9K - $29.4K
|
730
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
195New |
$25.8K - $29.2K
|
195
$52K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
194+ 1.54% |
$25.6K - $29.1K
|
12.8K
$3.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
194+ 0.97% |
$25.6K - $29.1K
|
20.2K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
194+ 5.81% |
$25.6K - $29.1K
|
3.53K
$943K
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
194+ 0.84% |
$25.6K - $29.1K
|
23.3K
$6.21M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
193+ 3.53% |
$25.5K - $28.9K
|
5.66K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
193+ 9.11% |
$25.5K - $28.9K
|
2.31K
$617K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
192+ 0.72% |
$25.4K - $28.8K
|
26.9K
$7.18M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
191+ 7.84% |
$25.2K - $28.6K
|
2.63K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
191+ 5.5% |
$25.2K - $28.6K
|
3.66K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
190+ 1.92% |
$25.1K - $28.5K
|
10.1K
$2.69M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
188+ 2.69% |
$24.8K - $28.2K
|
7.17K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
187+ 9.14% |
$24.7K - $28K
|
2.23K
$596K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
187+ 10.38% |
$24.7K - $28K
|
1.99K
$531K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
186+ 5.94% |
$24.6K - $27.9K
|
3.32K
$885K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
185+ 6.86% |
$24.4K - $27.7K
|
2.88K
$769K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
184+ 7.91% |
$24.3K - $27.6K
|
2.51K
$670K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
183+ 3.3% |
$24.2K - $27.4K
|
5.73K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
180+ 2.13% |
$23.8K - $27K
|
8.62K
$2.3M
|