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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.56K+ 8.24% |
$213K - $257K
|
20.5K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.55KNew |
$211K - $255K
|
1.55K
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 8.21% |
$209K - $253K
|
20.2K
$4.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.53KNew |
$209K - $253K
|
1.53K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 23.91% |
$209K - $252K
|
7.93K
$1.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.52K+ 57.73% |
$207K - $250K
|
4.15K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.52K+ 10.96% |
$207K - $250K
|
15.4K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.52K+ 15.73% |
$207K - $250K
|
11.1K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 10.32% |
$206K - $249K
|
16.2K
$3.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.51KNew |
$206K - $249K
|
1.51K
$369K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.51KNew |
$206K - $248K
|
1.51K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.51K+ 92.96% |
$205K - $248K
|
3.12K
$762K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51KNew |
$205K - $248K
|
1.51K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.5KNew |
$205K - $247K
|
1.5K
$366K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.5KNew |
$204K - $246K
|
1.5K
$365K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.49KNew |
$203K - $246K
|
1.49K
$364K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.49KNew |
$203K - $245K
|
1.49K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.49K+ 3.05% |
$203K - $245K
|
50.1K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
1.48KNew |
$201K - $243K
|
1.48K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.46KNew |
$199K - $240K
|
1.46K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.46KNew |
$198K - $240K
|
1.46K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.45K+ 19.16% |
$198K - $239K
|
9.04K
$2.21M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.45KNew |
$198K - $239K
|
1.45K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.45K+ 82.77% |
$197K - $238K
|
3.19K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.44KNew |
$197K - $237K
|
1.44K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.44K+ 31.97% |
$197K - $237K
|
5.95K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.44KNew |
$196K - $237K
|
1.44K
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 61.69% |
$195K - $236K
|
3.76K
$916K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.42KNew |
$193K - $233K
|
1.42K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.41KNew |
$192K - $232K
|
1.41K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.41KNew |
$192K - $231K
|
1.41K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 9.15% |
$192K - $231K
|
16.8K
$4.09M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$191K - $231K
|
1.4K
$342K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$191K - $231K
|
1.4K
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$191K - $231K
|
1.4K
$342K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.4K+ 2.74% |
$191K - $231K
|
52.5K
$12.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.4KNew |
$191K - $230K
|
1.4K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.4K+ 6.93% |
$190K - $230K
|
21.5K
$5.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.39KNew |
$190K - $229K
|
1.39K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.39KNew |
$190K - $229K
|
1.39K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.39KNew |
$189K - $228K
|
1.39K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.38KNew |
$188K - $228K
|
1.38K
$337K
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.38KNew |
$188K - $227K
|
1.38K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.38KNew |
$188K - $227K
|
1.38K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.38KNew |
$188K - $227K
|
1.38K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.37KNew |
$187K - $226K
|
1.37K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.37KNew |
$187K - $225K
|
1.37K
$334K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.37K+ 20.52% |
$187K - $225K
|
8.04K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$186K - $225K
|
1.37K
$333K
|