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
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
322+ 71.24% |
$43.9K - $53K
|
774
$175K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
321+ 14.23% |
$43.8K - $52.9K
|
2.58K
$583K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
318+ 12.1% |
$43.4K - $52.4K
|
2.95K
$666K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
316+ 4.14% |
$43.1K - $52K
|
7.94K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
315+ 18.94% |
$43K - $51.9K
|
1.98K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
314+ 20.54% |
$42.8K - $51.7K
|
1.84K
$417K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
310+ 7.98% |
$42.3K - $51.1K
|
4.2K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
309+ 3.02% |
$42.1K - $50.9K
|
10.5K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
306+ 8.24% |
$41.7K - $50.4K
|
4.02K
$909K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
305+ 6.11% |
$41.6K - $50.2K
|
5.29K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
305+ 0.84% |
$41.6K - $50.2K
|
36.4K
$8.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 4.8% |
$41.1K - $49.6K
|
6.57K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
300+ 20.28% |
$40.9K - $49.4K
|
1.78K
$402K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300New |
$40.9K - $49.4K
|
300
$67.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
295+ 0.16% |
$40.2K - $48.6K
|
189K
$42.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
295+ 4.27% |
$40.2K - $48.6K
|
7.2K
$1.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
295New |
$40.2K - $48.6K
|
295
$66.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
294+ 2.87% |
$40.1K - $48.4K
|
10.5K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 10.17% |
$40K - $48.3K
|
3.17K
$718K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
290+ 2.02% |
$39.6K - $47.8K
|
14.6K
$3.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
286+ 5.36% |
$39K - $47.1K
|
5.62K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
285+ 13.41% |
$38.9K - $46.9K
|
2.41K
$545K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
283New |
$38.6K - $46.6K
|
283
$64K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
281+ 1.83% |
$38.3K - $46.3K
|
15.6K
$3.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
279+ 2.48% |
$38.1K - $46K
|
11.5K
$2.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
277New |
$37.8K - $45.6K
|
277
$62.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
276+ 12.83% |
$37.6K - $45.5K
|
2.43K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
276+ 7.83% |
$37.6K - $45.5K
|
3.8K
$859K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
275+ 2.55% |
$37.5K - $45.3K
|
11.1K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
275+ 6.59% |
$37.5K - $45.3K
|
4.45K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
275+ 2.96% |
$37.5K - $45.3K
|
9.55K
$2.16M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
275+ 3.56% |
$37.5K - $45.3K
|
8K
$1.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
273+ 1.3% |
$37.2K - $45K
|
21.3K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
271New |
$37K - $44.6K
|
271
$61.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
270+ 0.78% |
$36.8K - $44.5K
|
34.8K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
265+ 13.42% |
$36.1K - $43.6K
|
2.24K
$507K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
264+ 7.77% |
$36K - $43.5K
|
3.66K
$828K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
262+ 5.52% |
$35.7K - $43.2K
|
5.01K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
260+ 4.28% |
$35.5K - $42.8K
|
6.34K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
256+ 2.76% |
$34.9K - $42.2K
|
9.55K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
255+ 2.79% |
$34.8K - $42K
|
9.38K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
254+ 3.27% |
$34.6K - $41.8K
|
8.01K
$1.81M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
250+ 14.98% |
$34.1K - $41.2K
|
1.92K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
248+ 3.31% |
$33.8K - $40.8K
|
7.75K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
246+ 15.65% |
$33.5K - $40.5K
|
1.82K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
245+ 9.26% |
$33.4K - $40.4K
|
2.89K
$654K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
242+ 15.28% |
$33K - $39.9K
|
1.83K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
242+ 5.05% |
$33K - $39.9K
|
5.04K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
237+ 3.74% |
$32.3K - $39K
|
6.57K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
237+ 2.01% |
$32.3K - $39K
|
12.1K
$2.73M
|