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 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
96+ 16.99% |
$13.1K - $15.8K
|
661
$149K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
95+ 2.38% |
$13K - $15.6K
|
4.09K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
93+ 0.22% |
$12.7K - $15.3K
|
42K
$9.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
92+ 5.03% |
$12.5K - $15.2K
|
1.92K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
90+ 1.72% |
$12.3K - $14.8K
|
5.31K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
89+ 3.99% |
$12.1K - $14.7K
|
2.32K
$525K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
89+ 0.9% |
$12.1K - $14.7K
|
9.98K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
88+ 2.52% |
$12K - $14.5K
|
3.58K
$810K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
88+ 0.99% |
$12K - $14.5K
|
9K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
87+ 0.78% |
$11.9K - $14.3K
|
11.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
86+ 1.9% |
$11.7K - $14.2K
|
4.61K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
85+ 2.54% |
$11.6K - $14K
|
3.44K
$777K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
84+ 2.73% |
$11.5K - $13.8K
|
3.16K
$714K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
82+ 4.94% |
$11.2K - $13.5K
|
1.74K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
82+ 1.0% |
$11.2K - $13.5K
|
8.3K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
79+ 1.07% |
$10.8K - $13K
|
7.47K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
79+ 5.75% |
$10.8K - $13K
|
1.45K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
77+ 2.61% |
$10.5K - $12.7K
|
3.03K
$684K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
75+ 0.56% |
$10.2K - $12.4K
|
13.5K
$3.06M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 2.86% |
$10.2K - $12.4K
|
2.7K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
73+ 0.94% |
$9.96K - $12K
|
7.83K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
70+ 1.59% |
$9.55K - $11.5K
|
4.46K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.48% |
$9.55K - $11.5K
|
14.6K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
70+ 2.8% |
$9.55K - $11.5K
|
2.57K
$581K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
69+ 3.82% |
$9.41K - $11.4K
|
1.88K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
69New |
$9.41K - $11.4K
|
69
$15.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
68+ 0.14% |
$9.27K - $11.2K
|
50.4K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
66+ 1.65% |
$9K - $10.9K
|
4.08K
$922K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
66+ 2.22% |
$9K - $10.9K
|
3.04K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
66+ 0.93% |
$9K - $10.9K
|
7.19K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
66+ 1.88% |
$9K - $10.9K
|
3.57K
$808K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 2.51% |
$8.86K - $10.7K
|
2.66K
$601K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
65+ 3.3% |
$8.86K - $10.7K
|
2.04K
$461K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
64+ 0.88% |
$8.73K - $10.5K
|
7.31K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
64+ 3.3% |
$8.73K - $10.5K
|
2K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
62+ 0.88% |
$8.46K - $10.2K
|
7.13K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
62+ 0.88% |
$8.46K - $10.2K
|
7.1K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
61+ 2.67% |
$8.32K - $10K
|
2.35K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
61+ 3.65% |
$8.32K - $10K
|
1.73K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
61+ 2.49% |
$8.32K - $10K
|
2.51K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
60+ 0.59% |
$8.18K - $9.88K
|
10.2K
$2.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
59+ 5.04% |
$8.05K - $9.72K
|
1.23K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
58+ 1.02% |
$7.91K - $9.55K
|
5.75K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58+ 0.59% |
$7.91K - $9.55K
|
9.94K
$2.25M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
58+ 0.78% |
$7.91K - $9.55K
|
7.53K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
57+ 0.21% |
$7.77K - $9.39K
|
27K
$6.1M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
57+ 12.75% |
$7.77K - $9.39K
|
504
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
56+ 1.57% |
$7.64K - $9.22K
|
3.63K
$821K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56+ 6.17% |
$7.64K - $9.22K
|
964
$218K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
56+ 1.57% |
$7.64K - $9.22K
|
3.63K
$821K
|