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 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
179+ 9.18% |
$23.6K - $26.8K
|
2.13K
$529K
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
176+ 4.43% |
$23.2K - $26.4K
|
4.15K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
176+ 11.13% |
$23.2K - $26.4K
|
1.76K
$437K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
176+ 4.15% |
$23.2K - $26.4K
|
4.42K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
175+ 6.37% |
$23.1K - $26.2K
|
2.92K
$727K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
175+ 1.05% |
$23.1K - $26.2K
|
16.8K
$4.17M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
173New |
$22.8K - $25.9K
|
173
$43K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
173+ 1.87% |
$22.8K - $25.9K
|
9.4K
$2.34M
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
173+ 2.3% |
$22.8K - $25.9K
|
7.7K
$1.91M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
172+ 0.79% |
$22.7K - $25.8K
|
21.9K
$5.44M
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
172+ 5.95% |
$22.7K - $25.8K
|
3.06K
$761K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
170+ 2.77% |
$22.5K - $25.5K
|
6.31K
$1.57M
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
170+ 3.54% |
$22.5K - $25.5K
|
4.97K
$1.24M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
168+ 3.66% |
$22.2K - $25.2K
|
4.75K
$1.18M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
168+ 4.59% |
$22.2K - $25.2K
|
3.83K
$951K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
167+ 8.87% |
$22.1K - $25K
|
2.05K
$510K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
167+ 1.73% |
$22.1K - $25K
|
9.81K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167+ 10.45% |
$22.1K - $25K
|
1.77K
$439K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
165+ 2.39% |
$21.8K - $24.7K
|
7.07K
$1.76M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
162+ 1.15% |
$21.4K - $24.3K
|
14.3K
$3.55M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
159+ 2.03% |
$21K - $23.8K
|
8K
$1.99M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
159+ 1.79% |
$21K - $23.8K
|
9.04K
$2.25M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
158+ 4.02% |
$20.9K - $23.7K
|
4.09K
$1.02M
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
155+ 0.9% |
$20.5K - $23.2K
|
17.3K
$4.3M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
154+ 6.13% |
$20.3K - $23.1K
|
2.67K
$663K
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
152+ 2.35% |
$20.1K - $22.8K
|
6.63K
$1.65M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
152+ 4.13% |
$20.1K - $22.8K
|
3.84K
$954K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
152+ 1.3% |
$20.1K - $22.8K
|
11.9K
$2.95M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
151+ 2.96% |
$19.9K - $22.6K
|
5.25K
$1.3M
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
151+ 3.08% |
$19.9K - $22.6K
|
5.05K
$1.26M
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
BUY
|
- |
150+ 3.66% |
$19.8K - $22.5K
|
4.25K
$1.06M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
150+ 5.43% |
$19.8K - $22.5K
|
2.91K
$724K
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
150+ 6.22% |
$19.8K - $22.5K
|
2.56K
$637K
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
150+ 0.94% |
$19.8K - $22.5K
|
16.1K
$3.99M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
149+ 9.8% |
$19.7K - $22.3K
|
1.67K
$415K
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
148+ 8.26% |
$19.5K - $22.2K
|
1.94K
$482K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
148+ 6.01% |
$19.5K - $22.2K
|
2.61K
$649K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
146+ 7.04% |
$19.3K - $21.9K
|
2.22K
$552K
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
145+ 0.52% |
$19.2K - $21.7K
|
28.2K
$7.02M
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
143+ 7.01% |
$18.9K - $21.4K
|
2.18K
$543K
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
142+ 6.08% |
$18.8K - $21.3K
|
2.48K
$616K
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
140+ 3.91% |
$18.5K - $21K
|
3.72K
$926K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
139New |
$18.4K - $20.8K
|
139
$34.6K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
135+ 0.12% |
$17.8K - $20.2K
|
110K
$27.5M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 5.13% |
$17.4K - $19.8K
|
2.7K
$672K
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
129+ 4.14% |
$17K - $19.3K
|
3.24K
$806K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
128+ 4.44% |
$16.9K - $19.2K
|
3.01K
$748K
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
128+ 0.51% |
$16.9K - $19.2K
|
25.4K
$6.31M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
128+ 0.59% |
$16.9K - $19.2K
|
21.7K
$5.39M
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
126+ 6.31% |
$16.6K - $18.9K
|
2.12K
$528K
|