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 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 1.0% |
$7.66K - $8.69K
|
5.87K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
58+ 1.66% |
$7.66K - $8.69K
|
3.56K
$909K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
58+ 1.13% |
$7.66K - $8.69K
|
5.18K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
57+ 0.5% |
$7.53K - $8.54K
|
11.5K
$2.95M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
57+ 2.74% |
$7.53K - $8.54K
|
2.14K
$546K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
56+ 0.73% |
$7.4K - $8.39K
|
7.72K
$1.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
55+ 3.6% |
$7.26K - $8.24K
|
1.58K
$405K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
54+ 2.82% |
$7.13K - $8.09K
|
1.97K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
54+ 2.72% |
$7.13K - $8.09K
|
2.04K
$521K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
51+ 1.39% |
$6.74K - $7.64K
|
3.73K
$954K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
51+ 0.44% |
$6.74K - $7.64K
|
11.7K
$2.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51+ 2.02% |
$6.74K - $7.64K
|
2.58K
$659K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
51+ 0.57% |
$6.74K - $7.64K
|
9.02K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
51+ 2.14% |
$6.74K - $7.64K
|
2.43K
$622K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
50+ 1.08% |
$6.6K - $7.49K
|
4.67K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
50+ 0.13% |
$6.6K - $7.49K
|
39.3K
$10M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 1.21% |
$6.6K - $7.49K
|
4.2K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 1.96% |
$6.6K - $7.49K
|
2.61K
$666K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
50+ 1.53% |
$6.6K - $7.49K
|
3.32K
$848K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
50New |
$6.6K - $7.49K
|
50
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50+ 0.73% |
$6.6K - $7.49K
|
6.9K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50+ 11.14% |
$6.6K - $7.49K
|
499
$128K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50New |
$6.6K - $7.49K
|
50
$12.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
49+ 1.88% |
$6.47K - $7.34K
|
2.65K
$678K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
49+ 1.15% |
$6.47K - $7.34K
|
4.32K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
49+ 0.02% |
$6.47K - $7.34K
|
256K
$65.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
48+ 1.01% |
$6.34K - $7.19K
|
4.82K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
48+ 1.6% |
$6.34K - $7.19K
|
3.05K
$779K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
47+ 1.93% |
$6.21K - $7.04K
|
2.49K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
47+ 1.0% |
$6.21K - $7.04K
|
4.75K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
46+ 1.16% |
$6.08K - $6.89K
|
4.01K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
46+ 0.9% |
$6.08K - $6.89K
|
5.18K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
46+ 2.66% |
$6.08K - $6.89K
|
1.78K
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
46+ 3.72% |
$6.08K - $6.89K
|
1.28K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
45New |
$5.94K - $6.74K
|
45
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 1.53% |
$5.94K - $6.74K
|
2.99K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
44+ 0.92% |
$5.81K - $6.59K
|
4.81K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
43+ 0.49% |
$5.68K - $6.44K
|
8.86K
$2.26M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
41+ 0.77% |
$5.42K - $6.14K
|
5.38K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
40+ 2.27% |
$5.28K - $5.99K
|
1.8K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
40+ 85.11% |
$5.28K - $5.99K
|
87
$22.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
39+ 6.19% |
$5.15K - $5.84K
|
669
$171K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
39+ 1.22% |
$5.15K - $5.84K
|
3.25K
$830K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
38New |
$5.02K - $5.69K
|
38
$9.72K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
38+ 1.71% |
$5.02K - $5.69K
|
2.26K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 4.78% |
$5.02K - $5.69K
|
833
$213K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 4.78% |
$5.02K - $5.69K
|
833
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
37+ 0.55% |
$4.89K - $5.54K
|
6.73K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
37+ 0.78% |
$4.89K - $5.54K
|
4.75K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
35+ 50.0% |
$4.62K - $5.24K
|
105
$26.8K
|