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
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32+ 14.55% |
$4.36K - $5.27K
|
252
$57K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32+ 1.99% |
$4.36K - $5.27K
|
1.64K
$371K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
31+ 1.29% |
$4.23K - $5.11K
|
2.44K
$552K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 1.01% |
$4.23K - $5.11K
|
3.1K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
31+ 1.06% |
$4.23K - $5.11K
|
2.97K
$671K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
30+ 4.64% |
$4.09K - $4.94K
|
677
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
30+ 0.9% |
$4.09K - $4.94K
|
3.35K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30+ 0.36% |
$4.09K - $4.94K
|
8.34K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 0.54% |
$4.09K - $4.94K
|
5.62K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29+ 1.29% |
$3.96K - $4.78K
|
2.28K
$516K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
29+ 0.15% |
$3.96K - $4.78K
|
19.3K
$4.36M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 1.22% |
$3.96K - $4.78K
|
2.4K
$543K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
27+ 1.43% |
$3.68K - $4.45K
|
1.92K
$434K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
27+ 5.66% |
$3.68K - $4.45K
|
504
$114K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
26+ 0.56% |
$3.55K - $4.28K
|
4.7K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
26+ 1.48% |
$3.55K - $4.28K
|
1.79K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.96% |
$3.41K - $4.12K
|
2.62K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
25+ 0.66% |
$3.41K - $4.12K
|
3.79K
$856K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
24+ 0.59% |
$3.27K - $3.95K
|
4.08K
$922K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
24+ 1.45% |
$3.27K - $3.95K
|
1.68K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.71% |
$3.27K - $3.95K
|
3.4K
$769K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 1.41% |
$3.14K - $3.79K
|
1.66K
$375K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 0.93% |
$3.14K - $3.79K
|
2.49K
$563K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
23+ 0.64% |
$3.14K - $3.79K
|
3.6K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.71% |
$3.14K - $3.79K
|
1.37K
$310K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 1.41% |
$3.14K - $3.79K
|
1.66K
$375K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
22+ 0.24% |
$3K - $3.62K
|
9.07K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
22+ 9.78% |
$3K - $3.62K
|
247
$55.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
22+ 0.36% |
$3K - $3.62K
|
6.06K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
21+ 0.27% |
$2.86K - $3.46K
|
7.72K
$1.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
21+ 0.38% |
$2.86K - $3.46K
|
5.6K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.73K - $3.29K
|
3.91K
$885K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
20+ 0.43% |
$2.73K - $3.29K
|
4.69K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
20+ 0.2% |
$2.73K - $3.29K
|
10.1K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
20+ 1.15% |
$2.73K - $3.29K
|
1.76K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
20+ 1.0% |
$2.73K - $3.29K
|
2.02K
$456K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 0.92% |
$2.73K - $3.29K
|
2.19K
$494K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19+ 0.71% |
$2.59K - $3.13K
|
2.7K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
19+ 1.32% |
$2.59K - $3.13K
|
1.46K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
19+ 0.13% |
$2.59K - $3.13K
|
15.2K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
18+ 0.96% |
$2.45K - $2.96K
|
1.89K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 0.41% |
$2.45K - $2.96K
|
4.46K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
17+ 0.8% |
$2.32K - $2.8K
|
2.13K
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
17+ 1.12% |
$2.32K - $2.8K
|
1.54K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
15+ 0.93% |
$2.05K - $2.47K
|
1.64K
$370K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
15+ 0.59% |
$2.05K - $2.47K
|
2.54K
$574K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
15+ 0.15% |
$2.05K - $2.47K
|
9.86K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 0.96% |
$1.91K - $2.31K
|
1.47K
$333K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
14+ 0.26% |
$1.91K - $2.31K
|
5.41K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14+ 0.96% |
$1.91K - $2.31K
|
1.47K
$332K
|