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 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-200- 2.0% |
$27.3K - $32.9K
|
9.82K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-200- 2.39% |
$27.3K - $32.9K
|
8.16K
$1.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-200- 11.76% |
$27.3K - $32.9K
|
1.5K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-203- 2.84% |
$27.7K - $33.4K
|
6.95K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-204- 2.51% |
$27.8K - $33.6K
|
7.91K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-204- 1.4% |
$27.8K - $33.6K
|
14.4K
$3.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-205- 1.26% |
$28K - $33.8K
|
16.1K
$3.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-205- 3.79% |
$28K - $33.8K
|
5.2K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-207- 30.44% |
$28.2K - $34.1K
|
473
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-210- 4.86% |
$28.6K - $34.6K
|
4.11K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-210- 9.75% |
$28.6K - $34.6K
|
1.94K
$474K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-211- 0.83% |
$28.8K - $34.8K
|
25.2K
$6.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-211- 4.06% |
$28.8K - $34.8K
|
4.99K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-211- 6.51% |
$28.8K - $34.8K
|
3.03K
$740K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-212- 4.31% |
$28.9K - $34.9K
|
4.71K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-215- 12.18% |
$29.3K - $35.4K
|
1.55K
$378K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-215- 0.61% |
$29.3K - $35.4K
|
35K
$8.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-218- 57.07% |
$29.7K - $35.9K
|
164
$40K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-218- 4.8% |
$29.7K - $35.9K
|
4.32K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-220- 14.44% |
$30K - $36.2K
|
1.3K
$318K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-222- 6.78% |
$30.3K - $36.6K
|
3.05K
$745K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-222- 11.3% |
$30.3K - $36.6K
|
1.74K
$425K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-222- 1.39% |
$30.3K - $36.6K
|
15.8K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-222- 7.27% |
$30.3K - $36.6K
|
2.83K
$691K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-225- 2.27% |
$30.7K - $37.1K
|
9.67K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-225- 4.19% |
$30.7K - $37.1K
|
5.15K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-225- 8.52% |
$30.7K - $37.1K
|
2.42K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-226- 3.78% |
$30.8K - $37.2K
|
5.75K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-227- 6.33% |
$31K - $37.4K
|
3.36K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-227- 6.44% |
$31K - $37.4K
|
3.3K
$804K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-229- 5.82% |
$31.2K - $37.7K
|
3.7K
$904K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-230- 7.7% |
$31.4K - $37.9K
|
2.76K
$672K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-235- 3.15% |
$32K - $38.7K
|
7.23K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-235- 2.22% |
$32K - $38.7K
|
10.3K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-235- 0.86% |
$32K - $38.7K
|
27K
$6.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-241- 1.53% |
$32.9K - $39.7K
|
15.5K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-242- 1.06% |
$33K - $39.9K
|
22.5K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-243- 2.05% |
$33.1K - $40K
|
11.6K
$2.84M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-246- 13.49% |
$33.5K - $40.5K
|
1.58K
$385K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-246- 0.6% |
$33.5K - $40.5K
|
40.6K
$9.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-250- 2.18% |
$34.1K - $41.2K
|
11.2K
$2.74M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-250- 1.73% |
$34.1K - $41.2K
|
14.2K
$3.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-252- 2.97% |
$34.4K - $41.5K
|
8.24K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-255- 3.97% |
$34.8K - $42K
|
6.16K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 3.67% |
$35K - $42.3K
|
6.75K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-258- 1.24% |
$35.2K - $42.5K
|
20.5K
$5M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-260- 13.49% |
$35.5K - $42.8K
|
1.67K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-260- 14.66% |
$35.5K - $42.8K
|
1.51K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-260- 0.4% |
$35.5K - $42.8K
|
64.1K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-261- 9.85% |
$35.6K - $43K
|
2.39K
$583K
|