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 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-970- 2.73% |
$128K - $145K
|
34.6K
$8.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-981- 8.74% |
$130K - $147K
|
10.2K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-991- 3.97% |
$131K - $148K
|
23.9K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-997- 19.21% |
$132K - $149K
|
4.19K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.02K- 2.02% |
$134K - $152K
|
49.2K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.03K- 9.97% |
$135K - $154K
|
9.25K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.05K- 60.6% |
$138K - $157K
|
680
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.05K- 24.71% |
$139K - $157K
|
3.2K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.05K- 4.35% |
$139K - $157K
|
23.1K
$5.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.05K- 16.57% |
$139K - $157K
|
5.29K
$1.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.06K- 12.64% |
$140K - $159K
|
7.32K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.06K- 1.84% |
$140K - $159K
|
56.5K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.06K- 3.2% |
$140K - $159K
|
32.2K
$8.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.07K- 3.77% |
$141K - $160K
|
27.3K
$6.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.07K- 10.5% |
$141K - $160K
|
9.13K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.07K- 7.8% |
$141K - $160K
|
12.7K
$3.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.08K- 7.6% |
$142K - $161K
|
13.1K
$3.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.08K- 20.2% |
$143K - $162K
|
4.27K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.08K- 31.79% |
$143K - $162K
|
2.32K
$586K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.08K- 6.96% |
$143K - $162K
|
14.5K
$3.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.09K- 1.32% |
$144K - $163K
|
81.4K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.09K- 8.83% |
$144K - $164K
|
11.3K
$2.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.1K- 7.14% |
$145K - $165K
|
14.3K
$3.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.1K- 1.82% |
$146K - $165K
|
59.6K
$15M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.11K- 3.75% |
$146K - $166K
|
28.3K
$7.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 3.05% |
$148K - $167K
|
35.6K
$8.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 6.59% |
$148K - $168K
|
15.9K
$4.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-1.13K- 10.3% |
$149K - $169K
|
9.84K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 5.56% |
$151K - $171K
|
19.4K
$4.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.16K- 33.36% |
$153K - $173K
|
2.31K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.17K- 7.78% |
$154K - $175K
|
13.8K
$3.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.2K- 10.97% |
$158K - $179K
|
9.72K
$2.45M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.2K- 41.38% |
$158K - $180K
|
1.7K
$429K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.2K- 27.61% |
$159K - $180K
|
3.16K
$797K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-1.25K- 2.06% |
$165K - $188K
|
59.6K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.26K- 18.32% |
$166K - $188K
|
5.6K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.26K- 5.64% |
$166K - $188K
|
21K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.26K- 2.59% |
$166K - $188K
|
47.3K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 2.15% |
$167K - $189K
|
57.4K
$14.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.26K- 0.5% |
$167K - $189K
|
253K
$63.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.27K- 3.19% |
$167K - $190K
|
38.5K
$9.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.27K- 11.42% |
$168K - $190K
|
9.86K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.27K- 11.85% |
$168K - $191K
|
9.47K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-1.32K- 5.57% |
$174K - $198K
|
22.4K
$5.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.33K- 1.63% |
$176K - $199K
|
80.3K
$20.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.34K- 13.69% |
$177K - $201K
|
8.46K
$2.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.35K- 13.62% |
$178K - $202K
|
8.53K
$2.15M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.37K- 17.02% |
$181K - $205K
|
6.67K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.38K- 4.39% |
$182K - $206K
|
30K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 11.8% |
$185K - $209K
|
10.4K
$2.64M
|