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 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.24K+ 25.98% |
$560K - $635K
|
20.5K
$4.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.23K+ 41.66% |
$559K - $634K
|
14.4K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.17K+ 43.05% |
$550K - $624K
|
13.8K
$3.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.08K+ 5.62% |
$539K - $612K
|
76.7K
$17.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.07K+ 136.6% |
$538K - $610K
|
7.05K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 6.05% |
$533K - $605K
|
70.7K
$16.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.02K+ 46.53% |
$530K - $602K
|
12.6K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.01K+ 2.91% |
$530K - $601K
|
142K
$32.8M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.98K+ 85.24% |
$526K - $596K
|
8.65K
$2M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.95K+ 12.49% |
$522K - $592K
|
35.6K
$8.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.93K+ 608.82% |
$519K - $589K
|
4.58K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.9K+ 8.0% |
$515K - $584K
|
52.6K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.8KNew |
$501K - $569K
|
3.8K
$880K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.78K+ 11.58% |
$499K - $566K
|
36.4K
$8.43M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.75K+ 27.59% |
$495K - $561K
|
17.3K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.7K+ 105.83% |
$489K - $555K
|
7.2K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$489K - $554K
|
3.7K
$857K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
3.68K+ 3.05% |
$486K - $551K
|
124K
$28.8M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.67K+ 33.95% |
$485K - $550K
|
14.5K
$3.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.65K+ 12.1% |
$482K - $547K
|
33.8K
$7.84M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.64K+ 142.31% |
$480K - $545K
|
6.19K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.62K+ 9.5% |
$479K - $543K
|
41.8K
$9.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.62K+ 15.35% |
$478K - $542K
|
27.2K
$6.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.57K+ 7.32% |
$472K - $535K
|
52.3K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.57K+ 38.31% |
$472K - $535K
|
12.9K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.53K+ 15.68% |
$467K - $529K
|
26.1K
$6.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.52K+ 11.1% |
$465K - $527K
|
35.2K
$8.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.51K+ 12.48% |
$463K - $526K
|
31.6K
$7.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.51KNew |
$463K - $525K
|
3.51K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.5K+ 1.05% |
$462K - $524K
|
336K
$77.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.48K+ 7.6% |
$460K - $521K
|
49.3K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.47K+ 173250.0% |
$458K - $519K
|
3.47K
$803K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 118.56% |
$449K - $509K
|
6.27K
$1.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.38K+ 7.65% |
$446K - $506K
|
47.6K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.37K+ 52.78% |
$446K - $505K
|
9.76K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.36K+ 84.13% |
$444K - $504K
|
7.36K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.35K+ 8.6% |
$442K - $501K
|
42.2K
$9.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.31K+ 3.19% |
$437K - $496K
|
107K
$24.8M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.3K+ 7.51% |
$436K - $494K
|
47.2K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.28KNew |
$433K - $491K
|
3.28K
$759K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.22K+ 7.76% |
$425K - $482K
|
44.7K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.21K+ 94.26% |
$423K - $480K
|
6.61K
$1.53M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.2KNew |
$423K - $479K
|
3.2K
$742K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.18K+ 183.19% |
$420K - $477K
|
4.92K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
3.14K+ 70.72% |
$415K - $471K
|
7.59K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.12K+ 198.22% |
$413K - $468K
|
4.7K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.11KNew |
$411K - $466K
|
3.11K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.04K+ 96.47% |
$401K - $455K
|
6.18K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.02K+ 18.36% |
$399K - $453K
|
19.5K
$4.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.99K+ 18.4% |
$395K - $448K
|
19.2K
$4.46M
|