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 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
412+ 1.0% |
$56.2K - $67.9K
|
41.6K
$9.41M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
412+ 2.51% |
$56.2K - $67.9K
|
16.8K
$3.81M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
410+ 6.68% |
$55.9K - $67.5K
|
6.55K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
410+ 3.24% |
$55.9K - $67.5K
|
13.1K
$2.96M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
405+ 16.52% |
$55.2K - $66.7K
|
2.86K
$646K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
402+ 0.94% |
$54.8K - $66.2K
|
43.4K
$9.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401+ 44.51% |
$54.7K - $66K
|
1.3K
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
400+ 64.31% |
$54.6K - $65.9K
|
1.02K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
399+ 1.92% |
$54.4K - $65.7K
|
21.2K
$4.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
398+ 4.3% |
$54.3K - $65.6K
|
9.66K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
398+ 0.9% |
$54.3K - $65.6K
|
44.6K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
396+ 0.82% |
$54K - $65.2K
|
48.9K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
393+ 6.7% |
$53.6K - $64.7K
|
6.26K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
391+ 0.87% |
$53.3K - $64.4K
|
45.4K
$10.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
390+ 0.1% |
$53.2K - $64.2K
|
380K
$86M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
385+ 1.43% |
$52.5K - $63.4K
|
27.3K
$6.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
384+ 9.04% |
$52.4K - $63.2K
|
4.63K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
377+ 4.31% |
$51.4K - $62.1K
|
9.12K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
375New |
$51.1K - $61.8K
|
375
$84.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
374+ 7.49% |
$51K - $61.6K
|
5.37K
$1.21M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
368New |
$50.2K - $60.6K
|
368
$83.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 13.31% |
$49.1K - $59.3K
|
3.06K
$693K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
357+ 1.54% |
$48.7K - $58.8K
|
23.5K
$5.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
357+ 29.65% |
$48.7K - $58.8K
|
1.56K
$353K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
355+ 7.05% |
$48.4K - $58.5K
|
5.39K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
354+ 2.05% |
$48.3K - $58.3K
|
17.6K
$3.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
353+ 13.29% |
$48.1K - $58.1K
|
3.01K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
349+ 3.19% |
$47.6K - $57.5K
|
11.3K
$2.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
346+ 1.21% |
$47.2K - $57K
|
28.9K
$6.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
346+ 0.86% |
$47.2K - $57K
|
40.6K
$9.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
346+ 0.91% |
$47.2K - $57K
|
38.3K
$8.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
345+ 1.68% |
$47.1K - $56.8K
|
20.9K
$4.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
344+ 12.4% |
$46.9K - $56.7K
|
3.12K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
340New |
$46.4K - $56K
|
340
$76.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
339+ 2.59% |
$46.2K - $55.8K
|
13.4K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
339+ 6.45% |
$46.2K - $55.8K
|
5.6K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
338+ 10.4% |
$46.1K - $55.7K
|
3.59K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
336+ 1.65% |
$45.8K - $55.3K
|
20.7K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
336+ 9.02% |
$45.8K - $55.3K
|
4.06K
$918K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
335+ 4.87% |
$45.7K - $55.2K
|
7.21K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
334+ 2.33% |
$45.6K - $55K
|
14.7K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
330+ 3.83% |
$45K - $54.4K
|
8.95K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
330+ 0.77% |
$45K - $54.4K
|
43.1K
$9.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
328+ 13.21% |
$44.7K - $54K
|
2.81K
$636K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
328+ 75.23% |
$44.7K - $54K
|
764
$173K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
327+ 0.25% |
$44.6K - $53.9K
|
131K
$29.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
327+ 15.4% |
$44.6K - $53.9K
|
2.45K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
325+ 2.2% |
$44.3K - $53.5K
|
15.1K
$3.41M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
325+ 9.37% |
$44.3K - $53.5K
|
3.79K
$857K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
322+ 8.35% |
$43.9K - $53K
|
4.18K
$945K
|