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 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-104- 0.55% |
$13.7K - $15.6K
|
18.9K
$4.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-104- 1.44% |
$13.7K - $15.6K
|
7.13K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-105- 4.85% |
$13.9K - $15.7K
|
2.06K
$527K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-105- 5.3% |
$13.9K - $15.7K
|
1.88K
$480K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-105- 4.9% |
$13.9K - $15.7K
|
2.04K
$522K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-105- 2.98% |
$13.9K - $15.7K
|
3.42K
$874K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-105- 0.78% |
$13.9K - $15.7K
|
13.4K
$3.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.82% |
$14K - $15.9K
|
12.8K
$3.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-106- 2.23% |
$14K - $15.9K
|
4.64K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-108- 0.59% |
$14.3K - $16.2K
|
18.2K
$4.66M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-109- 6.3% |
$14.4K - $16.3K
|
1.62K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-109- 2.78% |
$14.4K - $16.3K
|
3.82K
$976K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-111- 16.23% |
$14.7K - $16.6K
|
573
$147K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-113- 5.23% |
$14.9K - $16.9K
|
2.05K
$523K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-116- 4.78% |
$15.3K - $17.4K
|
2.31K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-119- 1.75% |
$15.7K - $17.8K
|
6.68K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-120- 4.54% |
$15.8K - $18K
|
2.53K
$646K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-120- 2.2% |
$15.8K - $18K
|
5.33K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-121- 4.61% |
$16K - $18.1K
|
2.51K
$641K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-124- 3.1% |
$16.4K - $18.6K
|
3.87K
$990K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-124- 4.51% |
$16.4K - $18.6K
|
2.63K
$671K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-125- 1.53% |
$16.5K - $18.7K
|
8.07K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-125- 4.01% |
$16.5K - $18.7K
|
2.99K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-125- 2.03% |
$16.5K - $18.7K
|
6.03K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-127- 1.94% |
$16.8K - $19K
|
6.42K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-129- 5.31% |
$17K - $19.3K
|
2.3K
$588K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-130- 0.52% |
$17.2K - $19.5K
|
25K
$6.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-130- 2.54% |
$17.2K - $19.5K
|
5K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-130- 3.58% |
$17.2K - $19.5K
|
3.5K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-130- 4.22% |
$17.2K - $19.5K
|
2.95K
$754K
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-130- 0.65% |
$17.2K - $19.5K
|
19.9K
$5.08M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-130- 0.43% |
$17.2K - $19.5K
|
30K
$7.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-131- 0.8% |
$17.3K - $19.6K
|
16.3K
$4.16M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-131- 3.06% |
$17.3K - $19.6K
|
4.15K
$1.06M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-131- 1.22% |
$17.3K - $19.6K
|
10.6K
$2.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-133- 1.6% |
$17.6K - $19.9K
|
8.17K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-134- 1.17% |
$17.7K - $20.1K
|
11.3K
$2.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-134- 0.41% |
$17.7K - $20.1K
|
32.3K
$8.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-134- 3.7% |
$17.7K - $20.1K
|
3.49K
$892K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-135- 1.01% |
$17.8K - $20.2K
|
13.3K
$3.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-137- 4.19% |
$18.1K - $20.5K
|
3.13K
$800K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-138- 7.2% |
$18.2K - $20.7K
|
1.78K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140- 2.41% |
$18.5K - $21K
|
5.68K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-141- 4.92% |
$18.6K - $21.1K
|
2.73K
$697K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-141- 1.81% |
$18.6K - $21.1K
|
7.64K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-141- 2.26% |
$18.6K - $21.1K
|
6.09K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-142- 2.27% |
$18.8K - $21.3K
|
6.13K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-142- 9.06% |
$18.8K - $21.3K
|
1.43K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-143- 5.86% |
$18.9K - $21.4K
|
2.3K
$588K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-143- 4.81% |
$18.9K - $21.4K
|
2.83K
$724K
|