Purchases and Sales Made in Q4 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.91KNew |
$260K - $314K
|
1.91K
$541K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.91KNew |
$260K - $314K
|
1.91K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.91KNew |
$260K - $314K
|
1.91K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.9KNew |
$258K - $312K
|
1.9K
$538K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.88KNew |
$257K - $310K
|
1.88K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 18.27% |
$255K - $308K
|
12.1K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.87K+ 48.77% |
$254K - $307K
|
5.69K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.86K+ 15.08% |
$254K - $306K
|
14.2K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
1.85KNew |
$252K - $305K
|
1.85K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.84K+ 2.04% |
$251K - $303K
|
92K
$26.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.83KNew |
$250K - $302K
|
1.83K
$520K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$250K - $302K
|
1.83K
$520K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.82KNew |
$248K - $300K
|
1.82K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.8K+ 3.35% |
$246K - $297K
|
55.6K
$15.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.8K+ 17.35% |
$245K - $296K
|
12.2K
$3.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
1.77K+ 0.52% |
$242K - $292K
|
344K
$97.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
1.77K+ 4.61% |
$242K - $292K
|
40.2K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.77K+ 26.67% |
$241K - $291K
|
8.4K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.76K+ 11.12% |
$240K - $290K
|
17.6K
$5M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.75KNew |
$238K - $288K
|
1.75K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.74KNew |
$237K - $287K
|
1.74K
$494K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.73KNew |
$236K - $285K
|
1.73K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.71KNew |
$234K - $282K
|
1.71K
$486K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.7K+ 28.48% |
$232K - $281K
|
7.68K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.7K+ 0.59% |
$232K - $280K
|
289K
$82.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.69KNew |
$230K - $278K
|
1.69K
$479K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.68KNew |
$230K - $277K
|
1.68K
$478K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
1.68K+ 44.87% |
$230K - $277K
|
5.43K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.68KNew |
$230K - $277K
|
1.68K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 11.44% |
$229K - $276K
|
16.3K
$4.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.67K+ 12.23% |
$228K - $276K
|
15.4K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.67KNew |
$227K - $275K
|
1.67K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.66K+ 6.48% |
$227K - $274K
|
27.4K
$7.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.65K+ 20.8% |
$226K - $272K
|
9.61K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.64KNew |
$224K - $271K
|
1.64K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.63KNew |
$223K - $269K
|
1.63K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.63KNew |
$222K - $268K
|
1.63K
$461K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.62KNew |
$221K - $267K
|
1.62K
$460K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.62KNew |
$221K - $267K
|
1.62K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.62K+ 20.08% |
$221K - $267K
|
9.69K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.61KNew |
$220K - $266K
|
1.61K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.61K+ 2.22% |
$220K - $266K
|
74.4K
$21.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.61KNew |
$220K - $266K
|
1.61K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.61K+ 0.91% |
$219K - $265K
|
178K
$50.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.58KNew |
$215K - $260K
|
1.58K
$448K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.58K+ 22.92% |
$215K - $260K
|
8.45K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 78.0% |
$215K - $259K
|
3.59K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.57KNew |
$214K - $259K
|
1.57K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.57KNew |
$214K - $259K
|
1.57K
$446K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.57KNew |
$214K - $258K
|
1.57K
$445K
|