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 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-85- 1.63% |
$11.6K - $14K
|
5.15K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-85- 0.7% |
$11.6K - $14K
|
12K
$3M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-86- 0.99% |
$11.7K - $14.2K
|
8.58K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-86- 2.03% |
$11.7K - $14.2K
|
4.15K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-86- 2.51% |
$11.7K - $14.2K
|
3.33K
$829K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-87- 1.09% |
$11.9K - $14.3K
|
7.91K
$1.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-87- 0.95% |
$11.9K - $14.3K
|
9.03K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-88- 3.77% |
$12K - $14.5K
|
2.25K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-88- 3.9% |
$12K - $14.5K
|
2.17K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-88- 1.5% |
$12K - $14.5K
|
5.78K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-90- 3.04% |
$12.3K - $14.8K
|
2.87K
$713K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-90- 5.96% |
$12.3K - $14.8K
|
1.42K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-90- 3.66% |
$12.3K - $14.8K
|
2.37K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-91- 4.64% |
$12.4K - $15K
|
1.87K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-92- 6.31% |
$12.5K - $15.2K
|
1.37K
$340K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-93- 0.15% |
$12.7K - $15.3K
|
61.8K
$15.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-93- 0.76% |
$12.7K - $15.3K
|
12.1K
$3M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-94- 2.42% |
$12.8K - $15.5K
|
3.79K
$942K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 4.24% |
$13K - $15.6K
|
2.15K
$534K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-95- 2.77% |
$13K - $15.6K
|
3.33K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-95- 1.81% |
$13K - $15.6K
|
5.15K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-95- 0.93% |
$13K - $15.6K
|
10.1K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-96- 1.28% |
$13.1K - $15.8K
|
7.43K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-96- 0.53% |
$13.1K - $15.8K
|
18.1K
$4.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-96- 2.5% |
$13.1K - $15.8K
|
3.74K
$930K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-97- 2.53% |
$13.2K - $16K
|
3.74K
$929K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-97- 1.12% |
$13.2K - $16K
|
8.59K
$2.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-97- 0.5% |
$13.2K - $16K
|
19.3K
$4.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-98- 4.51% |
$13.4K - $16.1K
|
2.08K
$516K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-98- 3.82% |
$13.4K - $16.1K
|
2.47K
$613K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-99- 0.57% |
$13.5K - $16.3K
|
17.2K
$4.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-99- 0.49% |
$13.5K - $16.3K
|
20K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-99- 1.84% |
$13.5K - $16.3K
|
5.28K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-99- 1.07% |
$13.5K - $16.3K
|
9.19K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 2.53% |
$13.6K - $16.5K
|
3.86K
$959K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-100- 5.1% |
$13.6K - $16.5K
|
1.86K
$463K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-100- 0.89% |
$13.6K - $16.5K
|
11.1K
$2.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-100- 0.66% |
$13.6K - $16.5K
|
15.1K
$3.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.44% |
$13.6K - $16.5K
|
2.81K
$699K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 5.96% |
$13.6K - $16.5K
|
1.58K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 0.8% |
$13.6K - $16.5K
|
12.5K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 17.24% |
$13.6K - $16.5K
|
480
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 1.18% |
$13.6K - $16.5K
|
8.41K
$2.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100- 7.69% |
$13.6K - $16.5K
|
1.2K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-102- 0.55% |
$13.9K - $16.8K
|
18.6K
$4.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-103- 2.58% |
$14K - $17K
|
3.89K
$968K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-104- 2.32% |
$14.2K - $17.1K
|
4.37K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-104- 0.9% |
$14.2K - $17.1K
|
11.5K
$2.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-105- 0.06% |
$14.3K - $17.3K
|
181K
$45M
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-105- 4.1% |
$14.3K - $17.3K
|
2.46K
$611K
|