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 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-112- 1.23% |
$15.3K - $18.4K
|
9.02K
$2.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-114- 2.13% |
$15.5K - $18.8K
|
5.25K
$1.19M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-114- 5.38% |
$15.5K - $18.8K
|
2.01K
$453K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-116- 3.19% |
$15.8K - $19.1K
|
3.52K
$795K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-116- 6.54% |
$15.8K - $19.1K
|
1.66K
$375K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-118- 1.01% |
$16.1K - $19.4K
|
11.6K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-120- 6.67% |
$16.4K - $19.8K
|
1.68K
$380K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-120- 2.0% |
$16.4K - $19.8K
|
5.89K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-120- 3.98% |
$16.4K - $19.8K
|
2.9K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-120- 3.41% |
$16.4K - $19.8K
|
3.4K
$770K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-121- 61.73% |
$16.5K - $19.9K
|
75
$17K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-125- 6.58% |
$17K - $20.6K
|
1.77K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-125- 5.11% |
$17K - $20.6K
|
2.32K
$525K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-125- 1.72% |
$17K - $20.6K
|
7.12K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-125- 0.99% |
$17K - $20.6K
|
12.5K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-125- 7.6% |
$17K - $20.6K
|
1.52K
$344K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-126- 1.99% |
$17.2K - $20.8K
|
6.21K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-126- 3.18% |
$17.2K - $20.8K
|
3.83K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-127- 6.45% |
$17.3K - $20.9K
|
1.84K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-129- 1.32% |
$17.6K - $21.2K
|
9.68K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-129- 12.12% |
$17.6K - $21.2K
|
935
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-130- 0.73% |
$17.7K - $21.4K
|
17.7K
$4.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-130- 7.31% |
$17.7K - $21.4K
|
1.65K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-130- 15.61% |
$17.7K - $21.4K
|
703
$159K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-130- 15.61% |
$17.7K - $21.4K
|
703
$159K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-131- 4.3% |
$17.9K - $21.6K
|
2.91K
$659K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-132- 5.25% |
$18K - $21.7K
|
2.38K
$539K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-133- 2.99% |
$18.1K - $21.9K
|
4.32K
$977K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-134- 7.68% |
$18.3K - $22.1K
|
1.61K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-135- 2.58% |
$18.4K - $22.2K
|
5.09K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-137- 2.21% |
$18.7K - $22.6K
|
6.05K
$1.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-138- 4.59% |
$18.8K - $22.7K
|
2.87K
$649K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-138- 1.69% |
$18.8K - $22.7K
|
8.03K
$1.82M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-140- 58.33% |
$19.1K - $23.1K
|
100
$22.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-140- 1.02% |
$19.1K - $23.1K
|
13.6K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-140- 0.73% |
$19.1K - $23.1K
|
19K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-142- 0.56% |
$19.4K - $23.4K
|
25.1K
$5.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-144- 2.21% |
$19.6K - $23.7K
|
6.38K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-144- 9.82% |
$19.6K - $23.7K
|
1.32K
$299K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-145- 1.6% |
$19.8K - $23.9K
|
8.93K
$2.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-145- 4.05% |
$19.8K - $23.9K
|
3.44K
$778K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-147- 1.8% |
$20K - $24.2K
|
8.03K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-148- 1.41% |
$20.2K - $24.4K
|
10.4K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-149- 2.82% |
$20.3K - $24.5K
|
5.14K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-149- 5.57% |
$20.3K - $24.5K
|
2.53K
$571K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-150- 1.15% |
$20.5K - $24.7K
|
12.9K
$2.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.48% |
$20.5K - $24.7K
|
1.62K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-150- 5.15% |
$20.5K - $24.7K
|
2.76K
$624K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-150- 2.72% |
$20.5K - $24.7K
|
5.36K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-151- 1.24% |
$20.6K - $24.9K
|
12.1K
$2.73M
|