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 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
91+ 67.91% |
$12K - $13.6K
|
225
$57.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
90+ 2.58% |
$11.9K - $13.5K
|
3.58K
$916K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
90+ 2.74% |
$11.9K - $13.5K
|
3.38K
$863K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
90+ 1.76% |
$11.9K - $13.5K
|
5.19K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
90+ 1.05% |
$11.9K - $13.5K
|
8.63K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
88+ 0.41% |
$11.6K - $13.2K
|
21.8K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
88+ 0.8% |
$11.6K - $13.2K
|
11K
$2.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
87+ 0.59% |
$11.5K - $13K
|
14.8K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
86+ 0.58% |
$11.4K - $12.9K
|
15K
$3.84M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
84+ 2.37% |
$11.1K - $12.6K
|
3.63K
$928K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83+ 27.67% |
$11K - $12.4K
|
383
$97.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
82+ 0.63% |
$10.8K - $12.3K
|
13.1K
$3.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
82+ 4.77% |
$10.8K - $12.3K
|
1.8K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
82+ 2.16% |
$10.8K - $12.3K
|
3.89K
$994K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
81+ 0.51% |
$10.7K - $12.1K
|
16.1K
$4.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
80+ 1.29% |
$10.6K - $12K
|
6.29K
$1.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
80New |
$10.6K - $12K
|
80
$20.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
80+ 0.29% |
$10.6K - $12K
|
28K
$7.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
80+ 3.79% |
$10.6K - $12K
|
2.19K
$560K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
79+ 2.06% |
$10.4K - $11.8K
|
3.92K
$1M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
79+ 2.62% |
$10.4K - $11.8K
|
3.1K
$792K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
78+ 0.45% |
$10.3K - $11.7K
|
17.4K
$4.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
76+ 2.52% |
$10K - $11.4K
|
3.09K
$791K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
75+ 1.49% |
$9.91K - $11.2K
|
5.09K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
75+ 4.42% |
$9.91K - $11.2K
|
1.77K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
75+ 1.38% |
$9.91K - $11.2K
|
5.51K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
75+ 1.01% |
$9.91K - $11.2K
|
7.5K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
72+ 1.07% |
$9.51K - $10.8K
|
6.79K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
71+ 3.38% |
$9.38K - $10.6K
|
2.17K
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
70+ 0.34% |
$9.25K - $10.5K
|
20.8K
$5.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
70+ 8.75% |
$9.25K - $10.5K
|
870
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
70+ 0.7% |
$9.25K - $10.5K
|
10.1K
$2.58M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
70+ 2.19% |
$9.25K - $10.5K
|
3.27K
$835K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
69+ 0.43% |
$9.11K - $10.3K
|
16.3K
$4.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
69+ 55.2% |
$9.11K - $10.3K
|
194
$49.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
69+ 2.89% |
$9.11K - $10.3K
|
2.46K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
68+ 1.94% |
$8.98K - $10.2K
|
3.57K
$914K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
68+ 0.39% |
$8.98K - $10.2K
|
17.7K
$4.52M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
68+ 1.94% |
$8.98K - $10.2K
|
3.57K
$914K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
67+ 2.04% |
$8.85K - $10K
|
3.36K
$858K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
65+ 2.9% |
$8.59K - $9.74K
|
2.31K
$591K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
65+ 3.23% |
$8.59K - $9.74K
|
2.08K
$531K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
65+ 0.73% |
$8.59K - $9.74K
|
8.91K
$2.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 0.16% |
$8.45K - $9.59K
|
38.9K
$9.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
63+ 0.31% |
$8.32K - $9.44K
|
20.5K
$5.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
63+ 0.86% |
$8.32K - $9.44K
|
7.39K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
63+ 0.42% |
$8.32K - $9.44K
|
15.1K
$3.87M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
62+ 1.86% |
$8.19K - $9.29K
|
3.4K
$868K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.95% |
$8.06K - $9.14K
|
6.51K
$1.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
60+ 0.83% |
$7.92K - $8.99K
|
7.25K
$1.85M
|