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 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-755- 29.72% |
$99.7K - $113K
|
1.79K
$409K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-756- 4.51% |
$99.9K - $113K
|
16K
$3.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-757- 23.62% |
$100K - $113K
|
2.45K
$561K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-760- 13.1% |
$100K - $114K
|
5.04K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-761- 3.29% |
$101K - $114K
|
22.4K
$5.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-780- 3.11% |
$103K - $117K
|
24.3K
$5.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-785- 0.54% |
$104K - $118K
|
143K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-786- 7.3% |
$104K - $118K
|
9.98K
$2.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-790- 5.62% |
$104K - $118K
|
13.3K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-793- 2.81% |
$105K - $119K
|
27.4K
$6.28M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-793- 4.61% |
$105K - $119K
|
16.4K
$3.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-800- 11.96% |
$106K - $120K
|
5.89K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-800- 12.94% |
$106K - $120K
|
5.38K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-800- 1.65% |
$106K - $120K
|
47.6K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-800- 9.52% |
$106K - $120K
|
7.6K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-801- 7.64% |
$106K - $120K
|
9.69K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-827- 12.68% |
$109K - $124K
|
5.69K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-828- 0.14% |
$109K - $124K
|
601K
$138M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-846- 0.76% |
$112K - $127K
|
111K
$25.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-848- 0.82% |
$112K - $127K
|
102K
$23.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-850- 22.47% |
$112K - $127K
|
2.93K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-867- 0.51% |
$115K - $130K
|
169K
$38.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-880- 5.36% |
$116K - $132K
|
15.6K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-882- 8.6% |
$116K - $132K
|
9.37K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-885- 15.39% |
$117K - $133K
|
4.87K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-885- 1.7% |
$117K - $133K
|
51.2K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-887- 1.16% |
$117K - $133K
|
75.9K
$17.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-898- 15.22% |
$119K - $135K
|
5K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-900- 1.85% |
$119K - $135K
|
47.8K
$10.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-900- 13.83% |
$119K - $135K
|
5.61K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-900- 29.81% |
$119K - $135K
|
2.12K
$485K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-900- 22.06% |
$119K - $135K
|
3.18K
$728K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-901- 14.29% |
$119K - $135K
|
5.4K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-902- 1.91% |
$119K - $135K
|
46.3K
$10.6M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-904- 20.15% |
$119K - $135K
|
3.58K
$821K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-911- 11.47% |
$120K - $136K
|
7.03K
$1.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-920- 3.12% |
$122K - $138K
|
28.6K
$6.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-933- 28.52% |
$123K - $140K
|
2.34K
$535K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-955- 13.58% |
$126K - $143K
|
6.08K
$1.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-955- 8.78% |
$126K - $143K
|
9.92K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-960- 4.5% |
$127K - $144K
|
20.4K
$4.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-966- 9.62% |
$128K - $145K
|
9.08K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-970- 2.73% |
$128K - $145K
|
34.6K
$7.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-981- 8.74% |
$130K - $147K
|
10.2K
$2.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-991- 3.97% |
$131K - $148K
|
23.9K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-997- 19.21% |
$132K - $149K
|
4.19K
$960K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.02K- 2.02% |
$134K - $152K
|
49.2K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.03K- 9.97% |
$135K - $154K
|
9.25K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.05K- 60.6% |
$138K - $157K
|
680
$156K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.05K- 24.71% |
$139K - $157K
|
3.2K
$733K
|