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 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
134+ 0.84% |
$18.3K - $22.1K
|
16.1K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
133+ 0.59% |
$18.1K - $21.9K
|
22.7K
$5.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
133+ 2.77% |
$18.1K - $21.9K
|
4.94K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
132+ 1.11% |
$18K - $21.7K
|
12K
$2.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
131+ 0.78% |
$17.9K - $21.6K
|
17K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
129+ 3.87% |
$17.6K - $21.2K
|
3.46K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
128+ 7.78% |
$17.5K - $21.1K
|
1.77K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
127+ 1.74% |
$17.3K - $20.9K
|
7.43K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
127+ 2.12% |
$17.3K - $20.9K
|
6.1K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
127+ 5.61% |
$17.3K - $20.9K
|
2.39K
$541K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
126+ 13.74% |
$17.2K - $20.8K
|
1.04K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
126+ 7.17% |
$17.2K - $20.8K
|
1.88K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
126+ 8.84% |
$17.2K - $20.8K
|
1.55K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.41% |
$17K - $20.6K
|
30.7K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
125+ 1.56% |
$17K - $20.6K
|
8.15K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
124+ 4.05% |
$16.9K - $20.4K
|
3.19K
$720K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
124+ 4.13% |
$16.9K - $20.4K
|
3.13K
$707K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
122New |
$16.6K - $20.1K
|
122
$27.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
121+ 0.17% |
$16.5K - $19.9K
|
69.9K
$15.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
120+ 7.13% |
$16.4K - $19.8K
|
1.8K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
119+ 0.31% |
$16.2K - $19.6K
|
38.6K
$8.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
117+ 1.62% |
$16K - $19.3K
|
7.35K
$1.66M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
116New |
$15.8K - $19.1K
|
116
$26.2K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
115+ 2.42% |
$15.7K - $18.9K
|
4.86K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
112+ 0.5% |
$15.3K - $18.4K
|
22.5K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
110+ 1.3% |
$15K - $18.1K
|
8.56K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 2.18% |
$14.9K - $18K
|
5.11K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
109+ 40.52% |
$14.9K - $18K
|
378
$85.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
109+ 3.64% |
$14.9K - $18K
|
3.1K
$701K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
108+ 1.28% |
$14.7K - $17.8K
|
8.57K
$1.94M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
108+ 7.36% |
$14.7K - $17.8K
|
1.58K
$356K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
106+ 3.52% |
$14.5K - $17.5K
|
3.11K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
105+ 1.02% |
$14.3K - $17.3K
|
10.4K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
104+ 1.83% |
$14.2K - $17.1K
|
5.8K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
101+ 6.06% |
$13.8K - $16.6K
|
1.77K
$400K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
101+ 6.94% |
$13.8K - $16.6K
|
1.56K
$352K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
101+ 0.77% |
$13.8K - $16.6K
|
13.2K
$2.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
101+ 2.66% |
$13.8K - $16.6K
|
3.89K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
101+ 0.19% |
$13.8K - $16.6K
|
52.8K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100+ 2.1% |
$13.6K - $16.5K
|
4.85K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
100+ 2.04% |
$13.6K - $16.5K
|
4.99K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 1.18% |
$13.6K - $16.5K
|
8.55K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 6.17% |
$13.6K - $16.5K
|
1.72K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
100+ 6.54% |
$13.6K - $16.5K
|
1.63K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
100+ 0.39% |
$13.6K - $16.5K
|
25.4K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
100+ 5.75% |
$13.6K - $16.5K
|
1.84K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
100+ 6.64% |
$13.6K - $16.5K
|
1.61K
$363K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
100New |
$13.6K - $16.5K
|
100
$22.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
98+ 5.18% |
$13.4K - $16.1K
|
1.99K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
98+ 0.73% |
$13.4K - $16.1K
|
13.6K
$3.07M
|