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
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-29- 0.69% |
$3.96K - $4.78K
|
4.17K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-29- 0.11% |
$3.96K - $4.78K
|
26.7K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-30- 1.7% |
$4.09K - $4.94K
|
1.74K
$432K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-31- 0.21% |
$4.23K - $5.11K
|
14.7K
$3.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$4.23K - $5.11K
|
33.9K
$8.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 0.7% |
$4.36K - $5.27K
|
4.51K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-32- 0.66% |
$4.36K - $5.27K
|
4.84K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-33- 8.82% |
$4.5K - $5.44K
|
341
$84.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-33- 0.4% |
$4.5K - $5.44K
|
8.31K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-35- 0.28% |
$4.77K - $5.76K
|
12.5K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-35- 0.78% |
$4.77K - $5.76K
|
4.46K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-35- 0.86% |
$4.77K - $5.76K
|
4.06K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-36- 1.47% |
$4.91K - $5.93K
|
2.42K
$601K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-36- 0.03% |
$4.91K - $5.93K
|
143K
$35.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-36- 0.36% |
$4.91K - $5.93K
|
9.88K
$2.46M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-36- 1.06% |
$4.91K - $5.93K
|
3.36K
$835K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-37- 6.27% |
$5.05K - $6.09K
|
553
$138K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-37- 1.11% |
$5.05K - $6.09K
|
3.29K
$818K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-38- 0.8% |
$5.18K - $6.26K
|
4.69K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-38- 0.61% |
$5.18K - $6.26K
|
6.23K
$1.55M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-38- 1.19% |
$5.18K - $6.26K
|
3.16K
$785K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-39- 0.64% |
$5.32K - $6.42K
|
6.04K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-39- 1.53% |
$5.32K - $6.42K
|
2.51K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-39- 0.4% |
$5.32K - $6.42K
|
9.76K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 3.75% |
$5.46K - $6.59K
|
1.03K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-40- 1.13% |
$5.46K - $6.59K
|
3.5K
$871K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-40- 0.45% |
$5.46K - $6.59K
|
8.89K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 1.34% |
$5.46K - $6.59K
|
2.95K
$734K
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-40- 0.34% |
$5.46K - $6.59K
|
11.6K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-40- 2.44% |
$5.46K - $6.59K
|
1.6K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-41- 2.68% |
$5.59K - $6.75K
|
1.49K
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-42- 0.1% |
$5.73K - $6.92K
|
41.6K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-42- 0.3% |
$5.73K - $6.92K
|
13.8K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 4.25% |
$5.86K - $7.08K
|
969
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-44- 0.77% |
$6K - $7.25K
|
5.64K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-44- 0.84% |
$6K - $7.25K
|
5.19K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-44- 2.39% |
$6K - $7.25K
|
1.8K
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-45- 0.66% |
$6.14K - $7.41K
|
6.75K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 9.34% |
$6.14K - $7.41K
|
437
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-45- 0.55% |
$6.14K - $7.41K
|
8.19K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-45- 0.26% |
$6.14K - $7.41K
|
17.1K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-45- 0.91% |
$6.14K - $7.41K
|
4.91K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-47- 1.87% |
$6.41K - $7.74K
|
2.46K
$612K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-47- 2.04% |
$6.41K - $7.74K
|
2.25K
$560K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-48- 0.55% |
$6.55K - $7.91K
|
8.63K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-49- 0.75% |
$6.68K - $8.07K
|
6.45K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-49- 3.35% |
$6.68K - $8.07K
|
1.41K
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-50- 3.45% |
$6.82K - $8.24K
|
1.4K
$348K
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-50- 0.3% |
$6.82K - $8.24K
|
16.5K
$4.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-50- 0.65% |
$6.82K - $8.24K
|
7.67K
$1.91M
|