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 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
959+ 5.16% |
$131K - $158K
|
19.5K
$4.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
956+ 78.62% |
$130K - $157K
|
2.17K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
946+ 0.65% |
$129K - $156K
|
146K
$33M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
940+ 5.74% |
$128K - $155K
|
17.3K
$3.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
939+ 2.03% |
$128K - $155K
|
47.2K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
939+ 36.03% |
$128K - $155K
|
3.55K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
931+ 27.58% |
$127K - $153K
|
4.31K
$974K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
926+ 42.5% |
$126K - $153K
|
3.11K
$702K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
916+ 6.41% |
$125K - $151K
|
15.2K
$3.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
908+ 6.38% |
$124K - $150K
|
15.1K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
907+ 7.04% |
$124K - $149K
|
13.8K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
904+ 6.29% |
$123K - $149K
|
15.3K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
900+ 14.02% |
$123K - $148K
|
7.32K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
899+ 11.93% |
$123K - $148K
|
8.44K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
881+ 19.14% |
$120K - $145K
|
5.49K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
880New |
$120K - $145K
|
880
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
879+ 43.45% |
$120K - $145K
|
2.9K
$656K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
876New |
$119K - $144K
|
876
$198K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
874New |
$119K - $144K
|
874
$198K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
873+ 9.22% |
$119K - $144K
|
10.3K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
873+ 6.14% |
$119K - $144K
|
15.1K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
870+ 502.89% |
$119K - $143K
|
1.04K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
867+ 17.98% |
$118K - $143K
|
5.69K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
866New |
$118K - $143K
|
866
$196K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
852+ 11.15% |
$116K - $140K
|
8.49K
$1.92M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
849+ 1.41% |
$116K - $140K
|
61.2K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
848+ 1.29% |
$116K - $140K
|
66.7K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
843+ 0.59% |
$115K - $139K
|
143K
$32.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
840+ 49.32% |
$115K - $138K
|
2.54K
$575K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
835New |
$114K - $138K
|
835
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
833+ 5.0% |
$114K - $137K
|
17.5K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
830+ 38.77% |
$113K - $137K
|
2.97K
$672K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
826+ 1.87% |
$113K - $136K
|
45K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
826+ 3.67% |
$113K - $136K
|
23.3K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
819+ 21.58% |
$112K - $135K
|
4.62K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
815+ 38.03% |
$111K - $134K
|
2.96K
$669K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
812+ 27.45% |
$111K - $134K
|
3.77K
$853K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
805+ 20.3% |
$110K - $133K
|
4.77K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
800+ 13.76% |
$109K - $132K
|
6.61K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
800+ 53.05% |
$109K - $132K
|
2.31K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.51% |
$109K - $132K
|
158K
$35.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
793New |
$108K - $131K
|
793
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
791+ 2.71% |
$108K - $130K
|
30K
$6.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
787+ 6.49% |
$107K - $130K
|
12.9K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
786+ 18.96% |
$107K - $129K
|
4.93K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
784+ 42.31% |
$107K - $129K
|
2.64K
$596K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
778+ 5.16% |
$106K - $128K
|
15.9K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
774+ 18.61% |
$106K - $127K
|
4.93K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
753+ 1.08% |
$103K - $124K
|
70.7K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
753New |
$103K - $124K
|
753
$170K
|