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 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
17+ 0.8% |
$2.32K - $2.8K
|
2.13K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
17+ 1.12% |
$2.32K - $2.8K
|
1.54K
$383K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
15+ 0.93% |
$2.05K - $2.47K
|
1.64K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
15+ 0.59% |
$2.05K - $2.47K
|
2.54K
$631K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
15+ 0.15% |
$2.05K - $2.47K
|
9.86K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14+ 0.96% |
$1.91K - $2.31K
|
1.47K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
14+ 0.26% |
$1.91K - $2.31K
|
5.41K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14+ 0.96% |
$1.91K - $2.31K
|
1.47K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.57% |
$1.91K - $2.31K
|
2.47K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
14+ 0.6% |
$1.91K - $2.31K
|
2.35K
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
14+ 0.18% |
$1.91K - $2.31K
|
7.71K
$1.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 0.32% |
$1.77K - $2.14K
|
4.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
13+ 0.32% |
$1.77K - $2.14K
|
4.13K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
13New |
$1.77K - $2.14K
|
13
$3.23K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 0.98% |
$1.64K - $1.98K
|
1.24K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12+ 0.39% |
$1.64K - $1.98K
|
3.11K
$772K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.18% |
$1.64K - $1.98K
|
6.52K
$1.62M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 0.61% |
$1.5K - $1.81K
|
1.81K
$450K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.41% |
$1.5K - $1.81K
|
2.69K
$670K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
11+ 0.2% |
$1.5K - $1.81K
|
5.52K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
11+ 0.36% |
$1.5K - $1.81K
|
3.03K
$754K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.34% |
$1.5K - $1.81K
|
3.29K
$818K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 0.95% |
$1.36K - $1.65K
|
1.06K
$264K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 9.09% |
$1.36K - $1.65K
|
120
$29.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.16% |
$1.36K - $1.65K
|
6.11K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10+ 0.56% |
$1.36K - $1.65K
|
1.78K
$443K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.2% |
$1.36K - $1.65K
|
5.02K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
10+ 0.57% |
$1.36K - $1.65K
|
1.75K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
10+ 0.47% |
$1.36K - $1.65K
|
2.16K
$537K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10+ 0.26% |
$1.36K - $1.65K
|
3.79K
$943K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9+ 0.47% |
$1.23K - $1.48K
|
1.91K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
9+ 0.43% |
$1.23K - $1.48K
|
2.09K
$519K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8+ 0.77% |
$1.09K - $1.32K
|
1.04K
$259K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
8+ 0.19% |
$1.09K - $1.32K
|
4.15K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8+ 0.42% |
$1.09K - $1.32K
|
1.92K
$477K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8+ 0.22% |
$1.09K - $1.32K
|
3.65K
$907K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$1.09K - $1.32K
|
3.16K
$787K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 0.29% |
$955 - $1.15K
|
2.43K
$604K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$955 - $1.15K
|
2.25K
$558K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.99% |
$955 - $1.15K
|
713
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.57% |
$955 - $1.15K
|
1.24K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
7+ 0.13% |
$955 - $1.15K
|
5.3K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.21% |
$955 - $1.15K
|
3.36K
$836K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.16% |
$955 - $1.15K
|
4.41K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7+ 22.58% |
$955 - $1.15K
|
38
$9.45K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$818 - $988
|
1.93K
$481K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
6+ 0.03% |
$818 - $988
|
21.5K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 0.08% |
$818 - $988
|
7.17K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6+ 0.13% |
$818 - $988
|
4.65K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6+ 0.36% |
$818 - $988
|
1.68K
$418K
|