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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-144- 9.82% |
$19.6K - $23.7K
|
1.32K
$323K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-145- 1.6% |
$19.8K - $23.9K
|
8.93K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-145- 4.05% |
$19.8K - $23.9K
|
3.44K
$839K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-147- 1.8% |
$20K - $24.2K
|
8.03K
$1.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-148- 1.41% |
$20.2K - $24.4K
|
10.4K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-149- 2.82% |
$20.3K - $24.5K
|
5.14K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-149- 5.57% |
$20.3K - $24.5K
|
2.53K
$617K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-150- 1.15% |
$20.5K - $24.7K
|
12.9K
$3.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.48% |
$20.5K - $24.7K
|
1.62K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-150- 5.15% |
$20.5K - $24.7K
|
2.76K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-150- 2.72% |
$20.5K - $24.7K
|
5.36K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-151- 1.24% |
$20.6K - $24.9K
|
12.1K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-152- 3.96% |
$20.7K - $25K
|
3.69K
$900K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-155- 0.78% |
$21.1K - $25.5K
|
19.8K
$4.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-157- 7.89% |
$21.4K - $25.9K
|
1.83K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-157- 0.32% |
$21.4K - $25.9K
|
49.1K
$12M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-159- 6.89% |
$21.7K - $26.2K
|
2.15K
$525K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-164- 2.57% |
$22.4K - $27K
|
6.21K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-164- 7.75% |
$22.4K - $27K
|
1.95K
$477K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-165- 11.43% |
$22.5K - $27.2K
|
1.28K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-166- 0.41% |
$22.6K - $27.3K
|
40.4K
$9.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-166- 3.29% |
$22.6K - $27.3K
|
4.89K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-166- 4.53% |
$22.6K - $27.3K
|
3.5K
$853K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-166- 0.41% |
$22.6K - $27.3K
|
40.4K
$9.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-169- 1.12% |
$23K - $27.8K
|
14.9K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-169- 3.65% |
$23K - $27.8K
|
4.46K
$1.09M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-169- 0.37% |
$23K - $27.8K
|
45.4K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-171- 4.64% |
$23.3K - $28.2K
|
3.51K
$857K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-171- 10.55% |
$23.3K - $28.2K
|
1.45K
$354K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-174- 9.82% |
$23.7K - $28.7K
|
1.6K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-174- 17.86% |
$23.7K - $28.7K
|
800
$195K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-175- 5.63% |
$23.9K - $28.8K
|
2.93K
$716K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-175- 1.68% |
$23.9K - $28.8K
|
10.3K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-179- 1.61% |
$24.4K - $29.5K
|
10.9K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-179- 2.22% |
$24.4K - $29.5K
|
7.87K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-180- 4.29% |
$24.5K - $29.6K
|
4.01K
$979K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-181- 0.85% |
$24.7K - $29.8K
|
21K
$5.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-186- 1.55% |
$25.4K - $30.6K
|
11.8K
$2.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-188- 57.14% |
$25.6K - $31K
|
141
$34.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-188- 2.4% |
$25.6K - $31K
|
7.66K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-188- 12.07% |
$25.6K - $31K
|
1.37K
$334K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-188- 1.42% |
$25.6K - $31K
|
13.1K
$3.19M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-192- 1.07% |
$26.2K - $31.6K
|
17.8K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-193- 1.23% |
$26.3K - $31.8K
|
15.5K
$3.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-194- 4.39% |
$26.5K - $32K
|
4.22K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-195- 3.87% |
$26.6K - $32.1K
|
4.85K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-195- 1.51% |
$26.6K - $32.1K
|
12.7K
$3.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-195- 4.01% |
$26.6K - $32.1K
|
4.67K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-196- 0.75% |
$26.7K - $32.3K
|
26.1K
$6.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-200- 22.99% |
$27.3K - $32.9K
|
670
$163K
|