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 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-211- 4.06% |
$28.8K - $34.8K
|
4.99K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-211- 6.51% |
$28.8K - $34.8K
|
3.03K
$674K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-212- 4.31% |
$28.9K - $34.9K
|
4.71K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-215- 12.18% |
$29.3K - $35.4K
|
1.55K
$345K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-215- 0.61% |
$29.3K - $35.4K
|
35K
$7.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-218- 57.07% |
$29.7K - $35.9K
|
164
$36.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-218- 4.8% |
$29.7K - $35.9K
|
4.32K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-220- 14.44% |
$30K - $36.2K
|
1.3K
$290K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-222- 6.78% |
$30.3K - $36.6K
|
3.05K
$679K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-222- 11.3% |
$30.3K - $36.6K
|
1.74K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-222- 1.39% |
$30.3K - $36.6K
|
15.8K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-222- 7.27% |
$30.3K - $36.6K
|
2.83K
$630K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-225- 2.27% |
$30.7K - $37.1K
|
9.67K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-225- 4.19% |
$30.7K - $37.1K
|
5.15K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-225- 8.52% |
$30.7K - $37.1K
|
2.42K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-226- 3.78% |
$30.8K - $37.2K
|
5.75K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-227- 6.33% |
$31K - $37.4K
|
3.36K
$747K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-227- 6.44% |
$31K - $37.4K
|
3.3K
$733K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-229- 5.82% |
$31.2K - $37.7K
|
3.7K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-235- 3.15% |
$32K - $38.7K
|
7.23K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-235- 2.22% |
$32K - $38.7K
|
10.3K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-235- 0.86% |
$32K - $38.7K
|
27K
$6.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-241- 1.53% |
$32.9K - $39.7K
|
15.5K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-242- 1.06% |
$33K - $39.9K
|
22.5K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-243- 2.05% |
$33.1K - $40K
|
11.6K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-246- 13.49% |
$33.5K - $40.5K
|
1.58K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-246- 0.6% |
$33.5K - $40.5K
|
40.6K
$9.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-250- 2.18% |
$34.1K - $41.2K
|
11.2K
$2.5M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-250- 1.73% |
$34.1K - $41.2K
|
14.2K
$3.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-252- 2.97% |
$34.4K - $41.5K
|
8.24K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-255- 3.97% |
$34.8K - $42K
|
6.16K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 3.67% |
$35K - $42.3K
|
6.75K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-258- 1.24% |
$35.2K - $42.5K
|
20.5K
$4.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-260- 13.49% |
$35.5K - $42.8K
|
1.67K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-260- 14.66% |
$35.5K - $42.8K
|
1.51K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-260- 0.4% |
$35.5K - $42.8K
|
64.1K
$14.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-261- 9.85% |
$35.6K - $43K
|
2.39K
$531K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-262- 4.99% |
$35.7K - $43.2K
|
4.99K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-267- 2.04% |
$36.4K - $44K
|
12.8K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-275- 1.65% |
$37.5K - $45.3K
|
16.4K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-279- 4.88% |
$38.1K - $46K
|
5.44K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-280- 3.61% |
$38.2K - $46.1K
|
7.48K
$1.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-283- 8.15% |
$38.6K - $46.6K
|
3.19K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-283- 22.82% |
$38.6K - $46.6K
|
957
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-290- 7.26% |
$39.6K - $47.8K
|
3.71K
$824K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-290- 1.29% |
$39.6K - $47.8K
|
22.1K
$4.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-290- 7.97% |
$39.6K - $47.8K
|
3.35K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-292- 9.1% |
$39.8K - $48.1K
|
2.92K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-292- 0.39% |
$39.8K - $48.1K
|
74.6K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-292- 13.15% |
$39.8K - $48.1K
|
1.93K
$429K
|