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 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
558+ 0.78% |
$76.1K - $91.9K
|
72.4K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
555+ 13.67% |
$75.7K - $91.4K
|
4.61K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
552+ 19.61% |
$75.3K - $90.9K
|
3.37K
$761K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
539+ 31.59% |
$73.5K - $88.8K
|
2.25K
$508K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
531+ 0.23% |
$72.4K - $87.5K
|
229K
$51.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
518+ 8.92% |
$70.6K - $85.3K
|
6.33K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
516+ 2.92% |
$70.4K - $85K
|
18.2K
$4.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
515+ 19.07% |
$70.2K - $84.8K
|
3.22K
$727K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
514+ 19.47% |
$70.1K - $84.7K
|
3.15K
$713K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
511+ 31.48% |
$69.7K - $84.2K
|
2.13K
$483K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
510+ 2.84% |
$69.6K - $84K
|
18.5K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
508+ 10.53% |
$69.3K - $83.7K
|
5.33K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
508+ 1.31% |
$69.3K - $83.7K
|
39.4K
$8.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
505+ 1.29% |
$68.9K - $83.2K
|
39.5K
$8.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
504+ 1.79% |
$68.7K - $83K
|
28.7K
$6.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
500+ 5.51% |
$68.2K - $82.4K
|
9.58K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
500New |
$68.2K - $82.4K
|
500
$113K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
495+ 3.08% |
$67.5K - $81.5K
|
16.5K
$3.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
494+ 2.4% |
$67.4K - $81.4K
|
21K
$4.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
494+ 6.39% |
$67.4K - $81.4K
|
8.23K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
493+ 29.42% |
$67.2K - $81.2K
|
2.17K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
493+ 17.4% |
$67.2K - $81.2K
|
3.33K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
477+ 3.18% |
$65.1K - $78.6K
|
15.5K
$3.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
476New |
$64.9K - $78.4K
|
476
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
471+ 9.1% |
$64.2K - $77.6K
|
5.65K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
470+ 40.8% |
$64.1K - $77.4K
|
1.62K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
462+ 8.11% |
$63K - $76.1K
|
6.16K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
461+ 19.96% |
$62.9K - $75.9K
|
2.77K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
459+ 4.06% |
$62.6K - $75.6K
|
11.8K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
457+ 6.41% |
$62.3K - $75.3K
|
7.58K
$1.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
453New |
$61.8K - $74.6K
|
453
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
452+ 2.01% |
$61.6K - $74.4K
|
22.9K
$5.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
450+ 12.25% |
$61.4K - $74.1K
|
4.12K
$932K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
450+ 1.4% |
$61.4K - $74.1K
|
32.6K
$7.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
443+ 256.07% |
$60.4K - $73K
|
616
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
441+ 1.11% |
$60.1K - $72.6K
|
40.1K
$9.07M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
439New |
$59.9K - $72.3K
|
439
$99.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
438+ 8.51% |
$59.7K - $72.1K
|
5.59K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
437+ 7.16% |
$59.6K - $72K
|
6.54K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
436+ 16.02% |
$59.5K - $71.8K
|
3.16K
$714K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
434+ 15.91% |
$59.2K - $71.5K
|
3.16K
$715K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
433+ 0.56% |
$59.1K - $71.3K
|
77.1K
$17.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
432+ 12.31% |
$58.9K - $71.2K
|
3.94K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
431+ 6.16% |
$58.8K - $71K
|
7.43K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
428+ 12.3% |
$58.4K - $70.5K
|
3.91K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
419New |
$57.1K - $69K
|
419
$94.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
419New |
$57.1K - $69K
|
419
$94.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
413+ 5.33% |
$56.3K - $68K
|
8.16K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
413New |
$56.3K - $68K
|
413
$93.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
412+ 6.8% |
$56.2K - $67.9K
|
6.47K
$1.46M
|