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 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.48K- 99.26% |
$195K - $221K
|
11
$2.52K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.49K- 35.17% |
$196K - $223K
|
2.74K
$628K
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.49K- 67.73% |
$197K - $224K
|
711
$163K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.5K- 71.12% |
$198K - $225K
|
609
$139K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.5K- 5.16% |
$198K - $225K
|
27.6K
$6.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.51K- 17.48% |
$199K - $226K
|
7.13K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 8.48% |
$202K - $229K
|
16.5K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.54K- 8.56% |
$203K - $230K
|
16.4K
$3.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.55K- 3.74% |
$205K - $232K
|
39.8K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1.55K- 37.73% |
$205K - $232K
|
2.56K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.59K- 5.06% |
$210K - $238K
|
29.8K
$6.82M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.62K- 68.81% |
$213K - $242K
|
732
$168K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.64K- 11.22% |
$216K - $246K
|
13K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.64K- 39.62% |
$217K - $246K
|
2.5K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.68K- 21.54% |
$221K - $251K
|
6.11K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.68K- 10.74% |
$222K - $252K
|
14K
$3.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.68K- 17.93% |
$222K - $252K
|
7.69K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.69K- 25.88% |
$223K - $253K
|
4.84K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.7K- 8.02% |
$224K - $254K
|
19.4K
$4.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.71K- 33.24% |
$225K - $255K
|
3.43K
$784K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.71K- 0.9% |
$226K - $256K
|
188K
$43.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.71K- 37.77% |
$226K - $256K
|
2.82K
$646K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.73K- 24.08% |
$229K - $260K
|
5.47K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.73K- 28.74% |
$229K - $260K
|
4.3K
$984K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.75K- 2.68% |
$231K - $262K
|
63.4K
$14.5M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.76K- 10.64% |
$232K - $264K
|
14.8K
$3.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 16.32% |
$234K - $266K
|
9.09K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.79K- 3.63% |
$236K - $268K
|
47.4K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.79K- 1.41% |
$236K - $268K
|
125K
$28.6M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.79K- 8.89% |
$237K - $268K
|
18.4K
$4.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.82K- 8.54% |
$241K - $273K
|
19.5K
$4.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.83K- 13.48% |
$241K - $273K
|
11.7K
$2.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.84K- 3.49% |
$242K - $275K
|
50.7K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.84K- 34.9% |
$242K - $275K
|
3.42K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.88K- 4.75% |
$248K - $282K
|
37.7K
$8.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.89K- 0.93% |
$250K - $284K
|
202K
$46.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 1.18% |
$251K - $285K
|
160K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-1.9K- 18.1% |
$251K - $285K
|
8.6K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 20.9% |
$253K - $287K
|
7.26K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.92K- 2.53% |
$254K - $288K
|
74.2K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.94K- 2.58% |
$256K - $291K
|
73.4K
$16.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.96K- 19.1% |
$259K - $294K
|
8.31K
$1.9M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.98K- 3.35% |
$261K - $296K
|
56.9K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.99K- 3.97% |
$262K - $298K
|
48K
$11M
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.99K- 3.63% |
$263K - $298K
|
52.8K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-2.01K- 7.45% |
$265K - $301K
|
25K
$5.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.01K- 7.33% |
$265K - $301K
|
25.4K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 11.68% |
$266K - $302K
|
15.2K
$3.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.02K- 2.95% |
$267K - $303K
|
66.4K
$15.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-2.04K- 20.11% |
$270K - $306K
|
8.12K
$1.86M
|