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 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
125+ 2.25% |
$16.5K - $18.7K
|
5.69K
$1.45M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
124+ 1.17% |
$16.4K - $18.6K
|
10.7K
$2.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 1.62% |
$16.2K - $18.4K
|
7.7K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
122+ 3.95% |
$16.1K - $18.3K
|
3.21K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
122+ 1.32% |
$16.1K - $18.3K
|
9.38K
$2.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
121+ 0.24% |
$16K - $18.1K
|
49.8K
$12.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
120+ 0.9% |
$15.8K - $18K
|
13.5K
$3.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
120+ 1.67% |
$15.8K - $18K
|
7.3K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
120+ 4.15% |
$15.8K - $18K
|
3.02K
$771K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 2.0% |
$15.7K - $17.8K
|
6.06K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
119New |
$15.7K - $17.8K
|
119
$30.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
116+ 31.69% |
$15.3K - $17.4K
|
482
$123K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
115+ 0.8% |
$15.2K - $17.2K
|
14.5K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
115+ 19.83% |
$15.2K - $17.2K
|
695
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
113+ 0.39% |
$14.9K - $16.9K
|
28.8K
$7.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
111+ 3.12% |
$14.7K - $16.6K
|
3.67K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
110+ 1.17% |
$14.5K - $16.5K
|
9.47K
$2.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
109New |
$14.4K - $16.3K
|
109
$27.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
109+ 1.11% |
$14.4K - $16.3K
|
9.9K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
109+ 0.41% |
$14.4K - $16.3K
|
26.8K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
109+ 0.27% |
$14.4K - $16.3K
|
40.2K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
108+ 5.31% |
$14.3K - $16.2K
|
2.14K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
107+ 0.91% |
$14.1K - $16K
|
11.9K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
107+ 2.34% |
$14.1K - $16K
|
4.69K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
104+ 6.24% |
$13.7K - $15.6K
|
1.77K
$453K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
103+ 3.36% |
$13.6K - $15.4K
|
3.17K
$809K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
101+ 4.24% |
$13.3K - $15.1K
|
2.48K
$635K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
100+ 9.52% |
$13.2K - $15K
|
1.15K
$294K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 3.38% |
$13.2K - $15K
|
3.06K
$783K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
100+ 2.73% |
$13.2K - $15K
|
3.76K
$962K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100+ 32.26% |
$13.2K - $15K
|
410
$105K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
100+ 1.82% |
$13.2K - $15K
|
5.59K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
100+ 0.7% |
$13.2K - $15K
|
14.3K
$3.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
100+ 5.36% |
$13.2K - $15K
|
1.97K
$502K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 6.38% |
$13.2K - $15K
|
1.67K
$426K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
100+ 1.99% |
$13.2K - $15K
|
5.12K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100New |
$13.2K - $15K
|
100
$25.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
100+ 2.83% |
$13.2K - $15K
|
3.64K
$930K
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
100+ 6.58% |
$13.2K - $15K
|
1.62K
$414K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$13.2K - $15K
|
100
$25.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
100+ 3.97% |
$13.2K - $15K
|
2.62K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
100+ 6.2% |
$13.2K - $15K
|
1.71K
$438K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
98+ 2.42% |
$12.9K - $14.7K
|
4.14K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
97+ 4.74% |
$12.8K - $14.5K
|
2.14K
$548K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
96+ 3.2% |
$12.7K - $14.4K
|
3.09K
$791K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
95+ 0.55% |
$12.5K - $14.2K
|
17.3K
$4.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
93+ 1.63% |
$12.3K - $13.9K
|
5.78K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
92+ 1.67% |
$12.2K - $13.8K
|
5.59K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
91+ 2.14% |
$12K - $13.6K
|
4.34K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
91+ 4.41% |
$12K - $13.6K
|
2.15K
$551K
|