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 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-55- 0.66% |
$7.5K - $9.06K
|
8.32K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-56- 1.12% |
$7.64K - $9.22K
|
4.94K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-56- 1.19% |
$7.64K - $9.22K
|
4.63K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-56- 0.52% |
$7.64K - $9.22K
|
10.7K
$2.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-59- 0.87% |
$8.05K - $9.72K
|
6.72K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-59- 0.94% |
$8.05K - $9.72K
|
6.21K
$1.4M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-60- 4.06% |
$8.18K - $9.88K
|
1.42K
$321K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-60Closed |
$8.18K - $9.88K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 1.28% |
$8.32K - $10K
|
4.69K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-62- 1.35% |
$8.46K - $10.2K
|
4.55K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-63- 0.87% |
$8.59K - $10.4K
|
7.2K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-64- 0.73% |
$8.73K - $10.5K
|
8.76K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-65- 0.01% |
$8.86K - $10.7K
|
524K
$118M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-65- 3.17% |
$8.86K - $10.7K
|
1.99K
$449K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-66- 0.64% |
$9K - $10.9K
|
10.2K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-66- 1.3% |
$9K - $10.9K
|
4.99K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-66- 2.07% |
$9K - $10.9K
|
3.12K
$706K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-67- 3.91% |
$9.14K - $11K
|
1.65K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-69- 12.48% |
$9.41K - $11.4K
|
484
$109K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-70- 1.28% |
$9.55K - $11.5K
|
5.38K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-70- 2.47% |
$9.55K - $11.5K
|
2.76K
$624K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-72- 0.09% |
$9.82K - $11.9K
|
80K
$18.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-74- 0.11% |
$10.1K - $12.2K
|
67.3K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-74- 0.55% |
$10.1K - $12.2K
|
13.4K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-75- 3.3% |
$10.2K - $12.4K
|
2.2K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-75- 3.68% |
$10.2K - $12.4K
|
1.97K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.21% |
$10.2K - $12.4K
|
3.32K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-76- 8.18% |
$10.4K - $12.5K
|
853
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-76- 1.48% |
$10.4K - $12.5K
|
5.07K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-77- 1.01% |
$10.5K - $12.7K
|
7.56K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-78- 4.4% |
$10.6K - $12.8K
|
1.69K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-80- 3.91% |
$10.9K - $13.2K
|
1.97K
$445K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-80- 4.56% |
$10.9K - $13.2K
|
1.68K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-80- 3.87% |
$10.9K - $13.2K
|
1.99K
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-81- 0.48% |
$11K - $13.3K
|
16.9K
$3.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-81- 0.42% |
$11K - $13.3K
|
19K
$4.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-82- 4.48% |
$11.2K - $13.5K
|
1.75K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-84- 1.1% |
$11.5K - $13.8K
|
7.52K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-85- 1.63% |
$11.6K - $14K
|
5.15K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-85- 0.7% |
$11.6K - $14K
|
12K
$2.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-86- 0.99% |
$11.7K - $14.2K
|
8.58K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-86- 2.03% |
$11.7K - $14.2K
|
4.15K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-86- 2.51% |
$11.7K - $14.2K
|
3.33K
$754K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-87- 1.09% |
$11.9K - $14.3K
|
7.91K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-87- 0.95% |
$11.9K - $14.3K
|
9.03K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-88- 3.77% |
$12K - $14.5K
|
2.25K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-88- 3.9% |
$12K - $14.5K
|
2.17K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-88- 1.5% |
$12K - $14.5K
|
5.78K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-90- 3.04% |
$12.3K - $14.8K
|
2.87K
$649K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-90- 5.96% |
$12.3K - $14.8K
|
1.42K
$321K
|