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
|
Wealth Trust Axiom LLC
|
BUY
|
- |
740+ 1.36% |
$101K - $122K
|
55.1K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
740+ 3.96% |
$101K - $122K
|
19.4K
$4.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
737+ 35.52% |
$101K - $121K
|
2.81K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
737+ 0.92% |
$101K - $121K
|
80.7K
$18.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
735+ 17.51% |
$100K - $121K
|
4.93K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
733+ 1.31% |
$100K - $121K
|
56.7K
$12.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
729+ 0.46% |
$99.4K - $120K
|
160K
$36.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
726New |
$99K - $120K
|
726
$164K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
720+ 28.79% |
$98.2K - $119K
|
3.22K
$728K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
719New |
$98.1K - $118K
|
719
$163K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
717+ 13.34% |
$97.8K - $118K
|
6.09K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
712New |
$97.1K - $117K
|
712
$161K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
704+ 4.4% |
$96K - $116K
|
16.7K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
704+ 3.97% |
$96K - $116K
|
18.4K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
699New |
$95.3K - $115K
|
699
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
695+ 5.07% |
$94.8K - $114K
|
14.4K
$3.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
694+ 10.6% |
$94.6K - $114K
|
7.24K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
693+ 6.55% |
$94.5K - $114K
|
11.3K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689+ 99.14% |
$94K - $113K
|
1.38K
$313K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
675+ 3.58% |
$92.1K - $111K
|
19.5K
$4.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
673New |
$91.8K - $111K
|
673
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
663+ 4.8% |
$90.4K - $109K
|
14.5K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
659+ 26.34% |
$89.9K - $109K
|
3.16K
$715K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
658+ 1.98% |
$89.7K - $108K
|
34K
$7.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
657+ 31.62% |
$89.6K - $108K
|
2.74K
$618K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
652+ 11.01% |
$88.9K - $107K
|
6.57K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
651+ 5.21% |
$88.8K - $107K
|
13.2K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
650+ 14.57% |
$88.6K - $107K
|
5.11K
$1.16M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
650New |
$88.6K - $107K
|
650
$147K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
650+ 3.12% |
$88.6K - $107K
|
21.5K
$4.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
649+ 2.39% |
$88.5K - $107K
|
27.8K
$6.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
641+ 15.99% |
$87.4K - $106K
|
4.65K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
640+ 31.16% |
$87.3K - $105K
|
2.69K
$609K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
635+ 29.37% |
$86.6K - $105K
|
2.8K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
633New |
$86.3K - $104K
|
633
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
633+ 6.7% |
$86.3K - $104K
|
10.1K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
631+ 12.66% |
$86.1K - $104K
|
5.61K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
630+ 35.16% |
$85.9K - $104K
|
2.42K
$548K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
624+ 6.18% |
$85.1K - $103K
|
10.7K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
623+ 10.77% |
$85K - $103K
|
6.41K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
621+ 31.25% |
$84.7K - $102K
|
2.61K
$590K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
614+ 24.29% |
$83.7K - $101K
|
3.14K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
607+ 2.8% |
$82.8K - $100K
|
22.3K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
600+ 36.06% |
$81.8K - $98.8K
|
2.26K
$512K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
591+ 3.07% |
$80.6K - $97.3K
|
19.9K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
591+ 3.23% |
$80.6K - $97.3K
|
18.9K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
579+ 1.09% |
$79K - $95.4K
|
53.9K
$12.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
572+ 1.1% |
$78K - $94.2K
|
52.5K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
569+ 13.11% |
$77.6K - $93.7K
|
4.91K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
569+ 10.96% |
$77.6K - $93.7K
|
5.76K
$1.3M
|