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
|
Pfg Advisors
|
SELL
|
- |
-11- 0.19% |
$1.45K - $1.65K
|
5.86K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.16% |
$1.45K - $1.65K
|
6.97K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.14% |
$1.45K - $1.65K
|
8.06K
$2.06M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.16% |
$1.45K - $1.65K
|
6.97K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12- 0.63% |
$1.58K - $1.8K
|
1.91K
$487K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-13- 0.77% |
$1.72K - $1.95K
|
1.68K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-13- 0.78% |
$1.72K - $1.95K
|
1.66K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-14- 0.76% |
$1.85K - $2.1K
|
1.83K
$467K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-15- 0.5% |
$1.98K - $2.25K
|
3.01K
$768K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-15- 0.26% |
$1.98K - $2.25K
|
5.74K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-15- 0.49% |
$1.98K - $2.25K
|
3.07K
$786K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-16- 0.76% |
$2.11K - $2.4K
|
2.08K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-16- 0.42% |
$2.11K - $2.4K
|
3.82K
$976K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-16- 0.41% |
$2.11K - $2.4K
|
3.88K
$992K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-17- 0.1% |
$2.25K - $2.55K
|
17.6K
$4.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-18- 0.83% |
$2.38K - $2.7K
|
2.16K
$553K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-18- 0.45% |
$2.38K - $2.7K
|
3.97K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-18- 1.16% |
$2.38K - $2.7K
|
1.53K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-18- 0.18% |
$2.38K - $2.7K
|
9.73K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-18- 1.47% |
$2.38K - $2.7K
|
1.2K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-18- 0.45% |
$2.38K - $2.7K
|
4K
$1.02M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20- 0.38% |
$2.64K - $3K
|
5.29K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20- 0.19% |
$2.64K - $3K
|
10.8K
$2.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-20- 0.12% |
$2.64K - $3K
|
16.2K
$4.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 0.77% |
$2.64K - $3K
|
2.58K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-20- 0.57% |
$2.64K - $3K
|
3.51K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-20- 0.29% |
$2.64K - $3K
|
6.87K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-21- 0.5% |
$2.77K - $3.15K
|
4.19K
$1.07M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-21- 0.48% |
$2.77K - $3.15K
|
4.39K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-22- 0.59% |
$2.91K - $3.3K
|
3.68K
$942K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22- 0.71% |
$2.91K - $3.3K
|
3.07K
$785K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22- 9.09% |
$2.91K - $3.3K
|
220
$56.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-23- 0.33% |
$3.04K - $3.45K
|
6.92K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-23- 1.48% |
$3.04K - $3.45K
|
1.53K
$391K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 4.68% |
$3.04K - $3.45K
|
468
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-24- 1.59% |
$3.17K - $3.6K
|
1.49K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-24- 1.34% |
$3.17K - $3.6K
|
1.77K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 0.58% |
$3.3K - $3.75K
|
4.32K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-25- 1.36% |
$3.3K - $3.75K
|
1.81K
$463K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.56% |
$3.3K - $3.75K
|
4.48K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-25- 0.29% |
$3.3K - $3.75K
|
8.49K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 1.39% |
$3.3K - $3.75K
|
1.78K
$454K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-26- 1.45% |
$3.43K - $3.9K
|
1.76K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26- 0.56% |
$3.43K - $3.9K
|
4.63K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26- 1.29% |
$3.43K - $3.9K
|
1.99K
$508K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-27- 26.21% |
$3.57K - $4.05K
|
76
$19.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-27- 0.18% |
$3.57K - $4.05K
|
15.2K
$3.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-28- 5.13% |
$3.7K - $4.2K
|
518
$132K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.36% |
$3.7K - $4.2K
|
7.76K
$1.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-30- 1.05% |
$3.96K - $4.49K
|
2.82K
$722K
|