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 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-30- 1.44% |
$3.96K - $4.49K
|
2.05K
$524K
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-30- 1.17% |
$3.96K - $4.49K
|
2.55K
$651K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-30- 0.8% |
$3.96K - $4.49K
|
3.72K
$950K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-30- 0.21% |
$3.96K - $4.49K
|
14.4K
$3.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 3.17% |
$3.96K - $4.49K
|
917
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-30- 0.89% |
$3.96K - $4.49K
|
3.33K
$851K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-31- 1.66% |
$4.09K - $4.64K
|
1.83K
$468K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-31- 0.31% |
$4.09K - $4.64K
|
9.96K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-31- 0.65% |
$4.09K - $4.64K
|
4.75K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-32- 0.5% |
$4.23K - $4.79K
|
6.4K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-32- 0.36% |
$4.23K - $4.79K
|
8.84K
$2.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-33- 0.29% |
$4.36K - $4.94K
|
11.3K
$2.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-34- 0.69% |
$4.49K - $5.09K
|
4.89K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-34- 1.0% |
$4.49K - $5.09K
|
3.35K
$857K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34- 1.33% |
$4.49K - $5.09K
|
2.52K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-34- 3.53% |
$4.49K - $5.09K
|
929
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-35- 0.61% |
$4.62K - $5.24K
|
5.73K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-35- 0.48% |
$4.62K - $5.24K
|
7.25K
$1.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-35- 0.45% |
$4.62K - $5.24K
|
7.72K
$1.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 1.83% |
$4.62K - $5.24K
|
1.87K
$479K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-36- 2.12% |
$4.75K - $5.39K
|
1.66K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-36- 0.85% |
$4.75K - $5.39K
|
4.2K
$1.07M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-36- 5.06% |
$4.75K - $5.39K
|
676
$173K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-37- 0.64% |
$4.89K - $5.54K
|
5.77K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-37- 0.95% |
$4.89K - $5.54K
|
3.85K
$984K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-37- 1.14% |
$4.89K - $5.54K
|
3.2K
$819K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-37- 1.05% |
$4.89K - $5.54K
|
3.48K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-37- 0.8% |
$4.89K - $5.54K
|
4.61K
$1.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-39- 0.09% |
$5.15K - $5.84K
|
41.6K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-39- 1.05% |
$5.15K - $5.84K
|
3.69K
$943K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-39- 0.35% |
$5.15K - $5.84K
|
11.1K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-40- 2.01% |
$5.28K - $5.99K
|
1.95K
$499K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-41- 0.36% |
$5.42K - $6.14K
|
11.3K
$2.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-41- 0.78% |
$5.42K - $6.14K
|
5.22K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-42- 1.13% |
$5.55K - $6.29K
|
3.68K
$941K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-42- 0.31% |
$5.55K - $6.29K
|
13.4K
$3.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-42- 0.34% |
$5.55K - $6.29K
|
12.2K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 2.02% |
$5.68K - $6.44K
|
2.08K
$533K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-43- 0.18% |
$5.68K - $6.44K
|
23.5K
$6.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 3.16% |
$5.81K - $6.59K
|
1.35K
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-44- 0.84% |
$5.81K - $6.59K
|
5.2K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 1.52% |
$5.94K - $6.74K
|
2.91K
$744K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45- 1.95% |
$5.94K - $6.74K
|
2.27K
$579K
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-45- 1.39% |
$5.94K - $6.74K
|
3.19K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-45- 0.75% |
$5.94K - $6.74K
|
5.98K
$1.53M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-45- 2.94% |
$5.94K - $6.74K
|
1.49K
$380K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-48- 1.19% |
$6.34K - $7.19K
|
4K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-48- 19.59% |
$6.34K - $7.19K
|
197
$50.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-48- 0.63% |
$6.34K - $7.19K
|
7.62K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-48- 1.76% |
$6.34K - $7.19K
|
2.68K
$684K
|