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 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-70- 10.14% |
$9.25K - $10.5K
|
620
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-71- 2.91% |
$9.38K - $10.6K
|
2.37K
$607K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-72- 1.39% |
$9.51K - $10.8K
|
5.1K
$1.3M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-72- 14.4% |
$9.51K - $10.8K
|
428
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-74- 1.93% |
$9.77K - $11.1K
|
3.76K
$962K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-75- 1.23% |
$9.91K - $11.2K
|
6.02K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-75- 0.42% |
$9.91K - $11.2K
|
17.8K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-75- 0.62% |
$9.91K - $11.2K
|
11.9K
$3.05M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-75- 0.62% |
$9.91K - $11.2K
|
11.9K
$3.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-76- 1.92% |
$10K - $11.4K
|
3.89K
$995K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-76- 0.13% |
$10K - $11.4K
|
60.2K
$15.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 1.85% |
$10.3K - $11.7K
|
4.14K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-79- 0.68% |
$10.4K - $11.8K
|
11.6K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-80- 0.6% |
$10.6K - $12K
|
13.2K
$3.37M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-80- 2.13% |
$10.6K - $12K
|
3.67K
$938K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-80- 0.78% |
$10.6K - $12K
|
10.2K
$2.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-81- 0.81% |
$10.7K - $12.1K
|
9.88K
$2.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-82- 4.35% |
$10.8K - $12.3K
|
1.8K
$461K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-85- 2.56% |
$11.2K - $12.7K
|
3.24K
$827K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-85- 1.29% |
$11.2K - $12.7K
|
6.5K
$1.66M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-90- 1.33% |
$11.9K - $13.5K
|
6.68K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-90- 2.49% |
$11.9K - $13.5K
|
3.52K
$901K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-91- 0.59% |
$12K - $13.6K
|
15.3K
$3.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-92- 0.78% |
$12.2K - $13.8K
|
11.7K
$3M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-92- 0.73% |
$12.2K - $13.8K
|
12.5K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-93- 1.28% |
$12.3K - $13.9K
|
7.16K
$1.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-96- 0.39% |
$12.7K - $14.4K
|
24.3K
$6.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-98- 1.68% |
$12.9K - $14.7K
|
5.73K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-98- 20.59% |
$12.9K - $14.7K
|
378
$96.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-99- 0.49% |
$13.1K - $14.8K
|
20.1K
$5.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-99- 8.26% |
$13.1K - $14.8K
|
1.1K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 2.91% |
$13.2K - $15K
|
3.34K
$854K
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-100- 5.64% |
$13.2K - $15K
|
1.67K
$428K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 2.68% |
$13.2K - $15K
|
3.64K
$930K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-100- 1.19% |
$13.2K - $15K
|
8.3K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-100- 3.8% |
$13.2K - $15K
|
2.53K
$647K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 0.99% |
$13.2K - $15K
|
10K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-100- 5.06% |
$13.2K - $15K
|
1.88K
$479K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-100- 4.76% |
$13.2K - $15K
|
2K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-100- 1.1% |
$13.2K - $15K
|
9.02K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-100- 0.52% |
$13.2K - $15K
|
19.1K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100- 5.75% |
$13.2K - $15K
|
1.64K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-100- 3.65% |
$13.2K - $15K
|
2.64K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-100- 3.81% |
$13.2K - $15K
|
2.53K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100- 0.76% |
$13.2K - $15K
|
13.1K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 0.88% |
$13.2K - $15K
|
11.2K
$2.88M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-100- 3.91% |
$13.2K - $15K
|
2.46K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-101- 2.62% |
$13.3K - $15.1K
|
3.75K
$959K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-101- 3.88% |
$13.3K - $15.1K
|
2.5K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-103- 6.2% |
$13.6K - $15.4K
|
1.56K
$398K
|