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 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.0% |
$682 - $824
|
504
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.49% |
$682 - $824
|
1.02K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.25% |
$546 - $659
|
1.62K
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 0.17% |
$546 - $659
|
2.39K
$539K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.66% |
$546 - $659
|
613
$139K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.15% |
$546 - $659
|
2.67K
$604K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4+ 0.16% |
$546 - $659
|
2.51K
$568K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$546 - $659
|
7.19K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.07% |
$546 - $659
|
6K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.21% |
$546 - $659
|
334
$75.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
4+ 0.04% |
$546 - $659
|
9.96K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$546 - $659
|
3.32K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
4+ 0.23% |
$546 - $659
|
1.77K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.22% |
$546 - $659
|
331
$74.8K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4+ 0.59% |
$546 - $659
|
680
$154K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.15% |
$409 - $494
|
2K
$453K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
3+ 0.12% |
$409 - $494
|
2.51K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.03% |
$409 - $494
|
8.74K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.23% |
$409 - $494
|
1.29K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3+ 0.19% |
$409 - $494
|
1.62K
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$409 - $494
|
4.58K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3+ 0.13% |
$409 - $494
|
2.36K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3+ 0.09% |
$409 - $494
|
3.31K
$748K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.2% |
$409 - $494
|
1.48K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.2% |
$409 - $494
|
1.54K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3+ 1.35% |
$409 - $494
|
225
$50.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3+ 0.03% |
$409 - $494
|
9.48K
$2.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.96% |
$273 - $329
|
210
$47.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$273 - $329
|
2.45K
$554K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$273 - $329
|
14.5K
$3.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.03% |
$273 - $329
|
5.91K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.12% |
$273 - $329
|
1.74K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 1.02% |
$273 - $329
|
199
$45K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 1.25% |
$273 - $329
|
162
$36.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.59% |
$273 - $329
|
343
$77.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.06% |
$136 - $165
|
1.8K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$136 - $165
|
5.78K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.04% |
$136 - $165
|
2.83K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$136 - $165
|
2.78K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$136 - $165
|
1
$226
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.28% |
$136 - $165
|
79
$17.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $165
|
1.77K
$401K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$136 - $165
|
2.6K
$587K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$136 - $165
|
3.33K
$753K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$136 - $165
|
3.7K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $165
|
2.22K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.06% |
$136 - $165
|
1.7K
$384K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.81% |
$136 - $165
|
122
$27.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2- 0.04% |
$273 - $329
|
4.59K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2- 0.08% |
$273 - $329
|
2.5K
$565K
|