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
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-294- 2.22% |
$40.1K - $48.4K
|
13K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-294- 8.05% |
$40.1K - $48.4K
|
3.36K
$747K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-296- 4.21% |
$40.4K - $48.8K
|
6.74K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-299- 8.03% |
$40.8K - $49.2K
|
3.43K
$762K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 9.44% |
$40.9K - $49.4K
|
2.88K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 3.41% |
$40.9K - $49.4K
|
8.5K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-300- 17.14% |
$40.9K - $49.4K
|
1.45K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-300- 12.5% |
$40.9K - $49.4K
|
2.1K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-300- 11.31% |
$40.9K - $49.4K
|
2.35K
$523K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-302- 5.98% |
$41.2K - $49.7K
|
4.75K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-305- 24.38% |
$41.6K - $50.2K
|
946
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-308- 1.58% |
$42K - $50.7K
|
19.2K
$4.28M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-308- 1.16% |
$42K - $50.7K
|
26.3K
$5.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-311- 1.14% |
$42.4K - $51.2K
|
27.1K
$6.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-311- 4.92% |
$42.4K - $51.2K
|
6K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-312- 8.18% |
$42.6K - $51.4K
|
3.5K
$779K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-313- 1.36% |
$42.7K - $51.6K
|
22.8K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-315- 4.7% |
$43K - $51.9K
|
6.39K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-316- 4.64% |
$43.1K - $52K
|
6.49K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-320- 0.75% |
$43.6K - $52.7K
|
42.2K
$9.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-323- 2.8% |
$44.1K - $53.2K
|
11.2K
$2.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-323- 3.89% |
$44.1K - $53.2K
|
7.98K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-325- 19.85% |
$44.3K - $53.5K
|
1.31K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-325- 6.23% |
$44.3K - $53.5K
|
4.89K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-326- 0.18% |
$44.5K - $53.7K
|
183K
$40.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-327- 2.39% |
$44.6K - $53.9K
|
13.4K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-328- 0.57% |
$44.7K - $54K
|
57.1K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-329- 1.22% |
$44.9K - $54.2K
|
26.6K
$5.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-330- 5.76% |
$45K - $54.4K
|
5.4K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-330- 15.06% |
$45K - $54.4K
|
1.86K
$414K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-331- 1.88% |
$45.1K - $54.5K
|
17.3K
$3.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-331- 8.3% |
$45.1K - $54.5K
|
3.66K
$814K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-334- 3.0% |
$45.6K - $55K
|
10.8K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-334- 5.0% |
$45.6K - $55K
|
6.34K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-335- 14.84% |
$45.7K - $55.2K
|
1.92K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-339- 12.36% |
$46.2K - $55.8K
|
2.4K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-341- 4.89% |
$46.5K - $56.2K
|
6.63K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-341- 4.89% |
$46.5K - $56.2K
|
6.63K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-341- 1.32% |
$46.5K - $56.2K
|
25.6K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-341- 16.98% |
$46.5K - $56.2K
|
1.67K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-343- 64.84% |
$46.8K - $56.5K
|
186
$41.4K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-344- 12.1% |
$46.9K - $56.7K
|
2.5K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-352- 12.49% |
$48K - $58K
|
2.47K
$549K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-352- 1.64% |
$48K - $58K
|
21K
$4.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-353- 5.99% |
$48.1K - $58.1K
|
5.54K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-357- 4.33% |
$48.7K - $58.8K
|
7.89K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-358- 5.98% |
$48.8K - $59K
|
5.63K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-361- 6.95% |
$49.2K - $59.5K
|
4.83K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-362- 0.84% |
$49.4K - $59.6K
|
43K
$9.56M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-362- 18.64% |
$49.4K - $59.6K
|
1.58K
$351K
|