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 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
237+ 1.6% |
$32.3K - $39K
|
15K
$3.4M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
236+ 4.39% |
$32.2K - $38.9K
|
5.62K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
235+ 4.8% |
$32K - $38.7K
|
5.14K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
235+ 4.61% |
$32K - $38.7K
|
5.33K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
234+ 13.85% |
$31.9K - $38.5K
|
1.92K
$435K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
233+ 2.46% |
$31.8K - $38.4K
|
9.71K
$2.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
232+ 13.43% |
$31.6K - $38.2K
|
1.96K
$443K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
230+ 2.81% |
$31.4K - $37.9K
|
8.4K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
230+ 10.83% |
$31.4K - $37.9K
|
2.35K
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
229+ 3.63% |
$31.2K - $37.7K
|
6.54K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
227+ 1.3% |
$31K - $37.4K
|
17.6K
$3.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
226+ 753.33% |
$30.8K - $37.2K
|
256
$57.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
226+ 4.62% |
$30.8K - $37.2K
|
5.12K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
225+ 12.7% |
$30.7K - $37.1K
|
2K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
224+ 3.83% |
$30.5K - $36.9K
|
6.08K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
222+ 1.66% |
$30.3K - $36.6K
|
13.6K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
217+ 2.62% |
$29.6K - $35.7K
|
8.51K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
217+ 0.43% |
$29.6K - $35.7K
|
50.3K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
216+ 14.04% |
$29.5K - $35.6K
|
1.75K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
213+ 2.9% |
$29K - $35.1K
|
7.57K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
213+ 11.81% |
$29K - $35.1K
|
2.02K
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
212+ 7.83% |
$28.9K - $34.9K
|
2.92K
$660K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
212+ 8.53% |
$28.9K - $34.9K
|
2.7K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
211New |
$28.8K - $34.8K
|
211
$47.7K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
209+ 4.43% |
$28.5K - $34.4K
|
4.93K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
208+ 4.87% |
$28.4K - $34.3K
|
4.48K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
207+ 3.58% |
$28.2K - $34.1K
|
5.99K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
206+ 1.64% |
$28.1K - $33.9K
|
12.8K
$2.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
203+ 1.43% |
$27.7K - $33.4K
|
14.4K
$3.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
201+ 8.23% |
$27.4K - $33.1K
|
2.64K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
201+ 1.35% |
$27.4K - $33.1K
|
15.1K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
200+ 1.19% |
$27.3K - $32.9K
|
17K
$3.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
200+ 7.93% |
$27.3K - $32.9K
|
2.72K
$616K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 2.89% |
$27.3K - $32.9K
|
7.12K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
196+ 8.08% |
$26.7K - $32.3K
|
2.62K
$593K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
195+ 12.07% |
$26.6K - $32.1K
|
1.81K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
194+ 7.63% |
$26.5K - $32K
|
2.74K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
194+ 2.76% |
$26.5K - $32K
|
7.22K
$1.63M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
191New |
$26K - $31.5K
|
191
$43.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
190+ 21.21% |
$25.9K - $31.3K
|
1.09K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
189+ 1.67% |
$25.8K - $31.1K
|
11.5K
$2.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
185+ 3.46% |
$25.2K - $30.5K
|
5.54K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
184New |
$25.1K - $30.3K
|
184
$41.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
183+ 0.23% |
$25K - $30.1K
|
79.9K
$18.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
183+ 3.43% |
$25K - $30.1K
|
5.52K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
183+ 12.16% |
$25K - $30.1K
|
1.69K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
181+ 3.03% |
$24.7K - $29.8K
|
6.15K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
180+ 6.15% |
$24.5K - $29.6K
|
3.11K
$702K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
179New |
$24.4K - $29.5K
|
179
$40.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
178+ 1.13% |
$24.3K - $29.3K
|
15.9K
$3.59M
|