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 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-273- 1.75% |
$36.1K - $40.9K
|
15.3K
$3.81M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-274- 3.5% |
$36.2K - $41.1K
|
7.55K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-275- 1.45% |
$36.3K - $41.2K
|
18.7K
$4.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-276- 8.25% |
$36.5K - $41.4K
|
3.07K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-276- 15.33% |
$36.5K - $41.4K
|
1.52K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-277- 13.04% |
$36.6K - $41.5K
|
1.85K
$460K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-280- 0.51% |
$37K - $42K
|
54.4K
$13.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-280- 39.38% |
$37K - $42K
|
431
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-284- 2.7% |
$37.5K - $42.6K
|
10.2K
$2.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-296- 0.15% |
$39.1K - $44.3K
|
203K
$50.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 10.34% |
$39.6K - $44.9K
|
2.6K
$647K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-304- 1.27% |
$40.2K - $45.5K
|
23.6K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-304- 10.32% |
$40.2K - $45.5K
|
2.64K
$657K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-305- 0.99% |
$40.3K - $45.7K
|
30.6K
$7.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-305- 3.25% |
$40.3K - $45.7K
|
9.07K
$2.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-305- 2.02% |
$40.3K - $45.7K
|
14.8K
$3.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-307- 2.46% |
$40.5K - $46K
|
12.2K
$3.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-307- 10.44% |
$40.5K - $46K
|
2.63K
$655K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-308- 3.33% |
$40.7K - $46.1K
|
8.94K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-312- 12.96% |
$41.2K - $46.7K
|
2.1K
$521K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-312- 12.96% |
$41.2K - $46.7K
|
2.1K
$521K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-322- 3.3% |
$42.5K - $48.2K
|
9.45K
$2.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-325- 0.09% |
$42.9K - $48.7K
|
342K
$85.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-326- 1.65% |
$43.1K - $48.8K
|
19.4K
$4.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-330- 13.47% |
$43.6K - $49.4K
|
2.12K
$527K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-333- 14.84% |
$44K - $49.9K
|
1.91K
$475K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-339- 3.4% |
$44.8K - $50.8K
|
9.62K
$2.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-346- 1.23% |
$45.7K - $51.8K
|
27.9K
$6.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-350- 9.33% |
$46.2K - $52.4K
|
3.4K
$845K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-350- 39.37% |
$46.2K - $52.4K
|
539
$134K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-351- 4.63% |
$46.4K - $52.6K
|
7.24K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-352- 3.89% |
$46.5K - $52.7K
|
8.69K
$2.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-359- 0.79% |
$47.4K - $53.8K
|
45.2K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-360- 60.0% |
$47.5K - $53.9K
|
240
$59.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-361- 2.64% |
$47.7K - $54.1K
|
13.3K
$3.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-363- 0.8% |
$47.9K - $54.4K
|
45K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-369- 4.05% |
$48.7K - $55.3K
|
8.74K
$2.17M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-372- 1.79% |
$49.1K - $55.7K
|
20.4K
$5.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-375- 4.25% |
$49.5K - $56.2K
|
8.45K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-375- 11.6% |
$49.5K - $56.2K
|
2.86K
$711K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-375- 13.23% |
$49.5K - $56.2K
|
2.46K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-376- 4.55% |
$49.7K - $56.3K
|
7.89K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-379- 1.48% |
$50.1K - $56.8K
|
25.3K
$6.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-380- 7.08% |
$50.2K - $56.9K
|
4.99K
$1.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-386- 10.33% |
$51K - $57.8K
|
3.35K
$833K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-388- 3.33% |
$51.2K - $58.1K
|
11.3K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-390- 3.55% |
$51.5K - $58.4K
|
10.6K
$2.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-390- 0.04% |
$51.5K - $58.4K
|
878K
$218M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-391- 1.49% |
$51.6K - $58.6K
|
25.9K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-393- 0.57% |
$51.9K - $58.9K
|
68.7K
$17.1M
|