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 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.95K+ 12.42% |
$390K - $442K
|
26.7K
$6.12M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.86K+ 4.08% |
$378K - $428K
|
72.9K
$16.7M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.77K+ 31.13% |
$365K - $415K
|
11.7K
$2.67M
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.72KNew |
$359K - $408K
|
2.72K
$623K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.7K+ 12.75% |
$357K - $405K
|
23.9K
$5.48M
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.7KNew |
$357K - $405K
|
2.7K
$618K
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.7K+ 4.68% |
$356K - $404K
|
60.3K
$13.8M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.7K+ 17.81% |
$356K - $404K
|
17.8K
$4.08M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.69KNew |
$355K - $403K
|
2.69K
$615K
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.65K+ 115.84% |
$350K - $397K
|
4.93K
$1.13M
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.6KNew |
$343K - $390K
|
2.6K
$595K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
2.58K+ 2.33% |
$341K - $386K
|
113K
$25.9M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.56K+ 7.57% |
$338K - $384K
|
36.4K
$8.34M
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
2.55K+ 10.6% |
$337K - $382K
|
26.6K
$6.09M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.55K+ 31.47% |
$337K - $382K
|
10.6K
$2.44M
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.54K+ 7.98% |
$336K - $381K
|
34.4K
$7.88M
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.48K+ 22.5% |
$327K - $371K
|
13.5K
$3.09M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.47KNew |
$326K - $369K
|
2.47K
$564K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.45K+ 9.11% |
$324K - $367K
|
29.3K
$6.72M
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.44KNew |
$322K - $366K
|
2.44K
$559K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.43KNew |
$321K - $364K
|
2.43K
$556K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.41K+ 5.63% |
$318K - $361K
|
45.2K
$10.4M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.4KNew |
$317K - $360K
|
2.4K
$550K
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.4K+ 20.3% |
$317K - $360K
|
14.2K
$3.26M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.39K+ 5.01% |
$316K - $358K
|
50.1K
$11.5M
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2.39K+ 11.42% |
$316K - $358K
|
23.3K
$5.34M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.36K+ 5.37% |
$312K - $354K
|
46.3K
$10.6M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 36.99% |
$312K - $353K
|
8.74K
$2M
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.33K+ 2.57% |
$308K - $350K
|
93.2K
$21.4M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.33KNew |
$308K - $349K
|
2.33K
$534K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.32KNew |
$307K - $348K
|
2.32K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.31K+ 15.28% |
$305K - $346K
|
17.4K
$3.99M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.3K+ 2.52% |
$304K - $345K
|
93.5K
$21.4M
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.29KNew |
$302K - $342K
|
2.29K
$523K
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.21KNew |
$292K - $332K
|
2.21K
$507K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.2K+ 118.22% |
$291K - $330K
|
4.06K
$930K
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.2KNew |
$290K - $329K
|
2.2K
$503K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.18K+ 43.03% |
$288K - $327K
|
7.25K
$1.66M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.18KNew |
$288K - $326K
|
2.18K
$499K
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
2.18KNew |
$288K - $326K
|
2.18K
$499K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
2.18KNew |
$287K - $326K
|
2.18K
$498K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.17K+ 32.9% |
$287K - $326K
|
8.78K
$2.01M
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.17KNew |
$286K - $325K
|
2.17K
$496K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.16KNew |
$285K - $323K
|
2.16K
$494K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.16K+ 5.71% |
$285K - $323K
|
39.9K
$9.14M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.13K+ 1.66% |
$282K - $320K
|
131K
$29.9M
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.11KNew |
$279K - $317K
|
2.11K
$484K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.09K+ 42.48% |
$276K - $313K
|
7.01K
$1.6M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
2.08KNew |
$274K - $311K
|
2.08K
$475K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
2.06K+ 19.45% |
$272K - $309K
|
12.7K
$2.9M
|