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 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$273 - $329
|
17.6K
$3.97M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.06% |
$273 - $329
|
3.42K
$774K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 66.67% |
$273 - $329
|
1
$226
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3- 0.09% |
$409 - $494
|
3.2K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3- 0.01% |
$409 - $494
|
28.7K
$6.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3- 0.06% |
$409 - $494
|
5.44K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3- 0.04% |
$409 - $494
|
7.28K
$1.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 0.04% |
$546 - $659
|
11K
$2.49M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4- 0.16% |
$546 - $659
|
2.48K
$561K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-4- 0.15% |
$546 - $659
|
2.68K
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.1% |
$546 - $659
|
3.99K
$903K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 0.02% |
$682 - $824
|
20.5K
$4.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5- 0.33% |
$682 - $824
|
1.52K
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.09% |
$682 - $824
|
5.75K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-5- 0.24% |
$682 - $824
|
2.09K
$472K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.2% |
$682 - $824
|
2.55K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-5- 0.07% |
$682 - $824
|
7.5K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5- 0.14% |
$682 - $824
|
3.49K
$790K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-6- 0.24% |
$818 - $988
|
2.54K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-6- 0.06% |
$818 - $988
|
10.3K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6- 0.08% |
$818 - $988
|
7.8K
$1.76M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.06% |
$818 - $988
|
10.7K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-7- 0.23% |
$955 - $1.15K
|
3.1K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-7- 0.23% |
$955 - $1.15K
|
3.06K
$692K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 1.83% |
$1.09K - $1.32K
|
428
$96.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 0.1% |
$1.09K - $1.32K
|
7.72K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-9- 0.03% |
$1.23K - $1.48K
|
28.3K
$6.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-9- 0.4% |
$1.23K - $1.48K
|
2.22K
$502K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-10- 0.71% |
$1.36K - $1.65K
|
1.4K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-10- 0.33% |
$1.36K - $1.65K
|
3K
$677K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 0.31% |
$1.64K - $1.98K
|
3.86K
$873K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-12- 0.5% |
$1.64K - $1.98K
|
2.4K
$543K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 2.56% |
$1.64K - $1.98K
|
456
$103K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$1.77K - $2.14K
|
6.18K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 3.53% |
$1.77K - $2.14K
|
355
$80.3K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 1.95% |
$1.77K - $2.14K
|
652
$147K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.14% |
$1.91K - $2.31K
|
9.71K
$2.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-14- 0.23% |
$1.91K - $2.31K
|
6.1K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14- 0.38% |
$1.91K - $2.31K
|
3.67K
$830K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 0.54% |
$2.05K - $2.47K
|
2.75K
$622K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-15- 0.26% |
$2.05K - $2.47K
|
5.74K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-15- 0.8% |
$2.05K - $2.47K
|
1.85K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-16- 0.72% |
$2.18K - $2.64K
|
2.2K
$498K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-17- 0.94% |
$2.32K - $2.8K
|
1.79K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17- 2.7% |
$2.32K - $2.8K
|
612
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-17- 1.67% |
$2.32K - $2.8K
|
1K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-17- 0.11% |
$2.32K - $2.8K
|
15.3K
$3.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-18- 15.52% |
$2.45K - $2.96K
|
98
$22.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.71% |
$2.45K - $2.96K
|
2.51K
$567K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-19- 1.07% |
$2.59K - $3.13K
|
1.76K
$397K
|