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
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-19- 1.07% |
$2.59K - $3.13K
|
1.76K
$399K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-19- 0.53% |
$2.59K - $3.13K
|
3.57K
$810K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-19- 0.05% |
$2.59K - $3.13K
|
38.8K
$8.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-19- 0.87% |
$2.59K - $3.13K
|
2.16K
$491K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-19- 1.28% |
$2.59K - $3.13K
|
1.47K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-20- 0.3% |
$2.73K - $3.29K
|
6.71K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-20- 0.27% |
$2.73K - $3.29K
|
7.53K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 0.95% |
$2.73K - $3.29K
|
2.09K
$475K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 16.67% |
$2.73K - $3.29K
|
100
$22.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-20- 1.21% |
$2.73K - $3.29K
|
1.63K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-20- 0.44% |
$2.73K - $3.29K
|
4.48K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$2.73K - $3.29K
|
19.9K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-20- 0.11% |
$2.73K - $3.29K
|
17.8K
$4.05M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 0.95% |
$2.73K - $3.29K
|
2.09K
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-21- 0.82% |
$2.86K - $3.46K
|
2.56K
$580K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-21- 1.37% |
$2.86K - $3.46K
|
1.51K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-21- 0.68% |
$2.86K - $3.46K
|
3.07K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-21- 1.43% |
$2.86K - $3.46K
|
1.45K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-22- 1.45% |
$3K - $3.62K
|
1.5K
$340K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-23- 54.76% |
$3.14K - $3.79K
|
19
$4.31K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-23- 0.57% |
$3.14K - $3.79K
|
4.01K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-23- 0.67% |
$3.14K - $3.79K
|
3.4K
$771K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-24- 0.6% |
$3.27K - $3.95K
|
3.97K
$901K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-24- 1.1% |
$3.27K - $3.95K
|
2.15K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 3.49% |
$3.27K - $3.95K
|
663
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-24- 1.06% |
$3.27K - $3.95K
|
2.25K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-24- 11.82% |
$3.27K - $3.95K
|
179
$40.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.3% |
$3.27K - $3.95K
|
8.03K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-25- 0.15% |
$3.41K - $4.12K
|
17K
$3.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-25- 0.21% |
$3.41K - $4.12K
|
11.6K
$2.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.89% |
$3.41K - $4.12K
|
2.8K
$635K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-25- 1.65% |
$3.41K - $4.12K
|
1.49K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-25- 1.29% |
$3.41K - $4.12K
|
1.91K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-26- 0.83% |
$3.55K - $4.28K
|
3.1K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-26- 0.74% |
$3.55K - $4.28K
|
3.47K
$788K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-26- 1.57% |
$3.55K - $4.28K
|
1.64K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 38.24% |
$3.55K - $4.28K
|
42
$9.53K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 1.26% |
$3.68K - $4.45K
|
2.12K
$480K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-28- 0.61% |
$3.82K - $4.61K
|
4.58K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-29- 0.69% |
$3.96K - $4.78K
|
4.17K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-29- 0.11% |
$3.96K - $4.78K
|
26.7K
$6.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-30- 1.7% |
$4.09K - $4.94K
|
1.74K
$394K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-31- 0.21% |
$4.23K - $5.11K
|
14.7K
$3.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$4.23K - $5.11K
|
33.9K
$7.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 0.7% |
$4.36K - $5.27K
|
4.51K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-32- 0.66% |
$4.36K - $5.27K
|
4.84K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-33- 8.82% |
$4.5K - $5.44K
|
341
$77.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-33- 0.4% |
$4.5K - $5.44K
|
8.31K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-35- 0.28% |
$4.77K - $5.76K
|
12.5K
$2.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-35- 0.78% |
$4.77K - $5.76K
|
4.46K
$1.01M
|