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 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.05KNew |
$270K - $306K
|
2.05K
$468K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.04KNew |
$269K - $306K
|
2.04K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
2.01KNew |
$266K - $301K
|
2.01K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.01K+ 4.15% |
$265K - $300K
|
50.3K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 3.27% |
$264K - $300K
|
63.2K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.99KNew |
$263K - $299K
|
1.99K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$263K - $299K
|
1.99K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.99K+ 1.74% |
$262K - $298K
|
116K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.98K+ 8.29% |
$261K - $296K
|
25.8K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.97K+ 80.47% |
$260K - $294K
|
4.41K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.96K+ 3.37% |
$259K - $294K
|
60.2K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.93K+ 4.69% |
$255K - $289K
|
43.1K
$9.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.92K+ 5.2% |
$254K - $288K
|
38.9K
$8.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.92K+ 11.94% |
$253K - $287K
|
18K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.91K+ 39.65% |
$252K - $285K
|
6.71K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.89K+ 5.82% |
$250K - $283K
|
34.4K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.88K+ 24.17% |
$249K - $282K
|
9.67K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.88K+ 34.24% |
$249K - $282K
|
7.38K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.87K+ 5.46% |
$247K - $280K
|
36.1K
$8.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.85KNew |
$245K - $278K
|
1.85K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.85K+ 12.48% |
$244K - $277K
|
16.7K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.84KNew |
$243K - $276K
|
1.84K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.84K+ 4.2% |
$243K - $275K
|
45.6K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.83K+ 10.46% |
$242K - $274K
|
19.3K
$4.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.8K+ 27.82% |
$238K - $270K
|
8.29K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.8KNew |
$238K - $270K
|
1.8K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.78K+ 2.84% |
$235K - $266K
|
64.3K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.78KNew |
$234K - $266K
|
1.78K
$406K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.77KNew |
$233K - $265K
|
1.77K
$404K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.76K+ 3.78% |
$233K - $264K
|
48.5K
$11.1M
|
|
|
Sep 04, 2024
Q3 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
1.76K+ 15.87% |
$233K - $264K
|
12.9K
$2.94M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.76KNew |
$232K - $263K
|
1.76K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.75K+ 183.65% |
$231K - $263K
|
2.71K
$620K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.75KNew |
$231K - $262K
|
1.75K
$401K
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
1.75KNew |
$231K - $262K
|
1.75K
$401K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.75KNew |
$231K - $262K
|
1.75K
$400K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.71KNew |
$226K - $256K
|
1.71K
$391K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$225K - $256K
|
1.71K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.7KNew |
$225K - $255K
|
1.7K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$224K - $254K
|
1.7K
$388K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 13.3% |
$222K - $252K
|
14.4K
$3.29M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.68KNew |
$222K - $252K
|
1.68K
$385K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.68KNew |
$221K - $251K
|
1.68K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.67K+ 10.98% |
$221K - $250K
|
16.9K
$3.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.66KNew |
$220K - $249K
|
1.66K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.66K+ 18.59% |
$219K - $249K
|
10.6K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 97.02% |
$219K - $248K
|
3.37K
$771K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 97.02% |
$219K - $248K
|
3.37K
$771K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.65K+ 11.67% |
$218K - $247K
|
15.8K
$3.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 6.93% |
$218K - $247K
|
25.4K
$5.82M
|