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 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
178+ 5.61% |
$24.3K - $29.3K
|
3.35K
$757K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
177+ 0.24% |
$24.1K - $29.2K
|
73.1K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
177+ 0.17% |
$24.1K - $29.2K
|
106K
$24.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
175+ 0.97% |
$23.9K - $28.8K
|
18.3K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
175+ 2.73% |
$23.9K - $28.8K
|
6.58K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
172+ 8.39% |
$23.5K - $28.3K
|
2.22K
$503K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
170+ 10.86% |
$23.2K - $28K
|
1.74K
$392K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$23.2K - $28K
|
170
$38.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
168+ 0.27% |
$22.9K - $27.7K
|
61.6K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
168+ 3.35% |
$22.9K - $27.7K
|
5.19K
$1.17M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
168+ 4.52% |
$22.9K - $27.7K
|
3.89K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
167+ 4.38% |
$22.8K - $27.5K
|
3.98K
$900K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
165+ 8.2% |
$22.5K - $27.2K
|
2.18K
$492K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
164+ 8.77% |
$22.4K - $27K
|
2.03K
$460K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
163+ 0.11% |
$22.2K - $26.8K
|
144K
$32.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
163+ 8.43% |
$22.2K - $26.8K
|
2.1K
$474K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
163New |
$22.2K - $26.8K
|
163
$36.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
160+ 1.25% |
$21.8K - $26.4K
|
13K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
160+ 5.6% |
$21.8K - $26.4K
|
3.02K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
160+ 6.81% |
$21.8K - $26.4K
|
2.51K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
158+ 2.07% |
$21.5K - $26K
|
7.79K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
157+ 62.8% |
$21.4K - $25.9K
|
407
$92K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
157+ 0.78% |
$21.4K - $25.9K
|
20.3K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
157+ 9.17% |
$21.4K - $25.9K
|
1.87K
$423K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
156+ 4.81% |
$21.3K - $25.7K
|
3.4K
$768K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 3.42% |
$21.1K - $25.5K
|
4.69K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
153+ 9.09% |
$20.9K - $25.2K
|
1.84K
$415K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
152+ 1.48% |
$20.7K - $25K
|
10.4K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
152+ 6.02% |
$20.7K - $25K
|
2.68K
$605K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
151+ 36.83% |
$20.6K - $24.9K
|
561
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
151+ 4.74% |
$20.6K - $24.9K
|
3.34K
$754K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
150+ 2.77% |
$20.5K - $24.7K
|
5.57K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
150+ 3.68% |
$20.5K - $24.7K
|
4.23K
$955K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
150+ 2.65% |
$20.5K - $24.7K
|
5.81K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 15.54% |
$20.5K - $24.7K
|
1.12K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
150+ 6.82% |
$20.5K - $24.7K
|
2.35K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
149+ 3.86% |
$20.3K - $24.5K
|
4.01K
$908K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
148+ 0.41% |
$20.2K - $24.4K
|
36.1K
$8.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
148+ 1.2% |
$20.2K - $24.4K
|
12.5K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
148+ 1.26% |
$20.2K - $24.4K
|
11.9K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
148+ 0.51% |
$20.2K - $24.4K
|
28.9K
$6.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
147+ 3.21% |
$20K - $24.2K
|
4.73K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
147+ 6.54% |
$20K - $24.2K
|
2.39K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
146+ 0.67% |
$19.9K - $24K
|
22.1K
$4.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
145+ 41.43% |
$19.8K - $23.9K
|
495
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
141+ 1.08% |
$19.2K - $23.2K
|
13.2K
$2.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
140+ 3.29% |
$19.1K - $23.1K
|
4.39K
$993K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
140+ 4.87% |
$19.1K - $23.1K
|
3.01K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
138New |
$18.8K - $22.7K
|
138
$31.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
138+ 0.33% |
$18.8K - $22.7K
|
41.4K
$9.37M
|