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 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.34% |
$925 - $1.05K
|
2.09K
$535K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.18% |
$925 - $1.05K
|
3.86K
$986K
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
7+ 0.03% |
$925 - $1.05K
|
21.5K
$5.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7+ 0.16% |
$925 - $1.05K
|
4.39K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.57% |
$925 - $1.05K
|
1.23K
$315K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$925 - $1.05K
|
2.35K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$792 - $899
|
1.93K
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6+ 0.18% |
$792 - $899
|
3.43K
$877K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.39% |
$792 - $899
|
1.53K
$391K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$660 - $749
|
5
$1.28K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.39% |
$660 - $749
|
1.28K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$660 - $749
|
1.78K
$456K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.12% |
$660 - $749
|
4.06K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.47% |
$660 - $749
|
1.06K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
5+ 0.23% |
$660 - $749
|
2.2K
$563K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.07% |
$660 - $749
|
7.19K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.17% |
$660 - $749
|
2.87K
$733K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.2% |
$660 - $749
|
2.55K
$652K
|
|
|
Oct 17, 2023
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.25% |
$528 - $599
|
1.61K
$412K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 133.33% |
$528 - $599
|
7
$1.79K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.1% |
$528 - $599
|
368
$94.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.26% |
$528 - $599
|
1.52K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
4+ 0.03% |
$528 - $599
|
13.7K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4+ 0.05% |
$528 - $599
|
7.73K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4+ 0.1% |
$528 - $599
|
3.87K
$988K
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.25% |
$528 - $599
|
1.61K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 1.13% |
$396 - $449
|
269
$68.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.26% |
$396 - $449
|
1.17K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.15% |
$396 - $449
|
2K
$511K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.13% |
$396 - $449
|
2.38K
$609K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$396 - $449
|
5.36K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3+ 1.37% |
$396 - $449
|
222
$56.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.17% |
$396 - $449
|
1.75K
$446K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$396 - $449
|
13K
$3.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.2% |
$396 - $449
|
1.53K
$392K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.89% |
$396 - $449
|
341
$87.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
2+ 0.11% |
$264 - $300
|
1.8K
$459K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.6% |
$264 - $300
|
334
$85.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$264 - $300
|
6K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.97% |
$264 - $300
|
208
$53.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2+ 0.01% |
$264 - $300
|
20.7K
$5.3M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$264 - $300
|
1.63K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$264 - $300
|
5.25K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.09% |
$264 - $300
|
2.22K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.06% |
$264 - $300
|
3.33K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$264 - $300
|
2.5K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.08% |
$264 - $300
|
2.51K
$641K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 1.03% |
$264 - $300
|
196
$50.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.03% |
$132 - $150
|
3.63K
$928K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1+ 0.03% |
$132 - $150
|
3.33K
$851K
|