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 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-343- 64.84% |
$46.8K - $56.5K
|
186
$48.6K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-344- 12.1% |
$46.9K - $56.7K
|
2.5K
$653K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-352- 12.49% |
$48K - $58K
|
2.47K
$645K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-352- 1.64% |
$48K - $58K
|
21K
$5.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-353- 5.99% |
$48.1K - $58.1K
|
5.54K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-357- 4.33% |
$48.7K - $58.8K
|
7.89K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-358- 5.98% |
$48.8K - $59K
|
5.63K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-361- 6.95% |
$49.2K - $59.5K
|
4.83K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-362- 0.84% |
$49.4K - $59.6K
|
43K
$11.2M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-362- 18.64% |
$49.4K - $59.6K
|
1.58K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-363- 2.87% |
$49.5K - $59.8K
|
12.3K
$3.21M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-363- 2.87% |
$49.5K - $59.8K
|
12.3K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-364- 5.26% |
$49.6K - $60K
|
6.56K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-368- 56.18% |
$50.2K - $60.6K
|
287
$75K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-370- 92.5% |
$50.5K - $60.9K
|
30
$7.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-371- 9.39% |
$50.6K - $61.1K
|
3.58K
$935K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-375- 3.48% |
$51.1K - $61.8K
|
10.4K
$2.72M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-377- 58.18% |
$51.4K - $62.1K
|
271
$70.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-386- 9.04% |
$52.6K - $63.6K
|
3.88K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-387- 4.49% |
$52.8K - $63.7K
|
8.23K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-391- 1.79% |
$53.3K - $64.4K
|
21.5K
$5.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-394- 6.26% |
$53.7K - $64.9K
|
5.9K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-394- 3.7% |
$53.7K - $64.9K
|
10.3K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-395- 21.37% |
$53.9K - $65.1K
|
1.45K
$380K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-396- 13.86% |
$54K - $65.2K
|
2.46K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-398- 12.11% |
$54.3K - $65.6K
|
2.89K
$755K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-400- 4.46% |
$54.6K - $65.9K
|
8.57K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-400- 6.87% |
$54.6K - $65.9K
|
5.42K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 3.2% |
$54.6K - $65.9K
|
12.1K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-400- 19.09% |
$54.6K - $65.9K
|
1.7K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-401- 11.71% |
$54.7K - $66K
|
3.02K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-402- 2.78% |
$54.8K - $66.2K
|
14K
$3.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-408- 23.1% |
$55.6K - $67.2K
|
1.36K
$355K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-410- 2.52% |
$55.9K - $67.5K
|
15.9K
$4.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-413- 9.3% |
$56.3K - $68K
|
4.03K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-413- 3.62% |
$56.3K - $68K
|
11K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-425- 7.4% |
$58K - $70K
|
5.32K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-430- 1.16% |
$58.6K - $70.8K
|
36.8K
$9.61M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-431- 5.8% |
$58.8K - $71K
|
7K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-435- 11.04% |
$59.3K - $71.6K
|
3.51K
$916K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-436- 16.85% |
$59.5K - $71.8K
|
2.15K
$562K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-437- 9.92% |
$59.6K - $72K
|
3.97K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-438- 0.97% |
$59.7K - $72.1K
|
44.7K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-442- 5.12% |
$60.3K - $72.8K
|
8.19K
$2.14M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-442- 5.12% |
$60.3K - $72.8K
|
8.19K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-445- 0.9% |
$60.7K - $73.3K
|
48.8K
$12.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-447- 23.59% |
$61K - $73.6K
|
1.45K
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-450- 3.1% |
$61.4K - $74.1K
|
14.1K
$3.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-451- 15.15% |
$61.5K - $74.3K
|
2.53K
$660K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-451- 21.68% |
$61.5K - $74.3K
|
1.63K
$426K
|