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 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-462- 0.65% |
$63K - $76.1K
|
70.7K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-462- 7.87% |
$63K - $76.1K
|
5.41K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-465- 10.16% |
$63.4K - $76.6K
|
4.11K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-471- 13.13% |
$64.2K - $77.6K
|
3.12K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-471- 7.26% |
$64.2K - $77.6K
|
6.01K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-478- 1.38% |
$65.2K - $78.7K
|
34.2K
$8.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-483- 15.06% |
$65.9K - $79.6K
|
2.73K
$712K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-486- 17.19% |
$66.3K - $80K
|
2.34K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-486- 27.71% |
$66.3K - $80K
|
1.27K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-489- 6.93% |
$66.7K - $80.5K
|
6.57K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-489- 12.75% |
$66.7K - $80.5K
|
3.35K
$874K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-492- 2.8% |
$67.1K - $81K
|
17.1K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-492- 13.93% |
$67.1K - $81K
|
3.04K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-493- 8.37% |
$67.2K - $81.2K
|
5.4K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-499- 5.02% |
$68.1K - $82.2K
|
9.45K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-500- 3.5% |
$68.2K - $82.4K
|
13.8K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-500- 19.75% |
$68.2K - $82.4K
|
2.03K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-504- 28.13% |
$68.7K - $83K
|
1.29K
$337K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-515- 4.4% |
$70.2K - $84.8K
|
11.2K
$2.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-516- 1.56% |
$70.4K - $85K
|
32.5K
$8.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-517- 16.69% |
$70.5K - $85.2K
|
2.58K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-521- 9.91% |
$71.1K - $85.8K
|
4.74K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-524- 13.61% |
$71.5K - $86.3K
|
3.33K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-524- 1.39% |
$71.5K - $86.3K
|
37.2K
$9.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-526- 9.4% |
$71.7K - $86.6K
|
5.07K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-529- 28.21% |
$72.1K - $87.1K
|
1.35K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-530- 0.75% |
$72.3K - $87.3K
|
70.5K
$18.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-530- 0.89% |
$72.3K - $87.3K
|
59K
$15.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-535- 0.51% |
$73K - $88.1K
|
105K
$27.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-542- 4.8% |
$73.9K - $89.3K
|
10.7K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-542- 1.84% |
$73.9K - $89.3K
|
28.9K
$7.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-549- 0.92% |
$74.9K - $90.4K
|
59.1K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-552- 4.31% |
$75.3K - $90.9K
|
12.3K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-553- 0.98% |
$75.4K - $91.1K
|
56K
$14.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-555- 5.61% |
$75.7K - $91.4K
|
9.34K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-558- 1.3% |
$76.1K - $91.9K
|
42.5K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-562- 4.55% |
$76.6K - $92.6K
|
11.8K
$3.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-573- 6.47% |
$78.1K - $94.4K
|
8.28K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-573- 2.93% |
$78.1K - $94.4K
|
19K
$4.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-575- 20.98% |
$78.4K - $94.7K
|
2.17K
$566K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-575- 1.23% |
$78.4K - $94.7K
|
46.3K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-575- 8.37% |
$78.4K - $94.7K
|
6.29K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-583- 29.9% |
$79.5K - $96K
|
1.37K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-585- 34.57% |
$79.8K - $96.4K
|
1.11K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-586- 1.16% |
$79.9K - $96.5K
|
50.1K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-590- 4.18% |
$80.5K - $97.2K
|
13.5K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-593- 3.59% |
$80.9K - $97.7K
|
15.9K
$4.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-595- 0.66% |
$81.1K - $98K
|
90.2K
$23.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-596- 10.24% |
$81.3K - $98.2K
|
5.22K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-596- 22.18% |
$81.3K - $98.2K
|
2.09K
$546K
|