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 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-555- 5.61% |
$75.7K - $91.4K
|
9.34K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-558- 1.3% |
$76.1K - $91.9K
|
42.5K
$11M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-562- 4.55% |
$76.6K - $92.6K
|
11.8K
$3.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-573- 6.47% |
$78.1K - $94.4K
|
8.28K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-573- 2.93% |
$78.1K - $94.4K
|
19K
$4.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-575- 20.98% |
$78.4K - $94.7K
|
2.17K
$561K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-575- 1.23% |
$78.4K - $94.7K
|
46.3K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-575- 8.37% |
$78.4K - $94.7K
|
6.29K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-583- 29.9% |
$79.5K - $96K
|
1.37K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-585- 34.57% |
$79.8K - $96.4K
|
1.11K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-586- 1.16% |
$79.9K - $96.5K
|
50.1K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-590- 4.18% |
$80.5K - $97.2K
|
13.5K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-593- 3.59% |
$80.9K - $97.7K
|
15.9K
$4.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-595- 0.66% |
$81.1K - $98K
|
90.2K
$23.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-596- 10.24% |
$81.3K - $98.2K
|
5.22K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-596- 22.18% |
$81.3K - $98.2K
|
2.09K
$542K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-598- 82.37% |
$81.6K - $98.5K
|
128
$33.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-600- 8.53% |
$81.8K - $98.8K
|
6.43K
$1.67M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 16.35% |
$81.8K - $98.8K
|
3.07K
$795K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-600- 6.65% |
$81.8K - $98.8K
|
8.42K
$2.18M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-604- 2.77% |
$82.4K - $99.5K
|
21.2K
$5.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-605- 2.99% |
$82.5K - $99.6K
|
19.6K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-605- 6.45% |
$82.5K - $99.6K
|
8.78K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-606- 3.73% |
$82.6K - $99.8K
|
15.6K
$4.05M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-619- 7.49% |
$84.4K - $102K
|
7.65K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-620- 4.7% |
$84.6K - $102K
|
12.6K
$3.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-622- 10.85% |
$84.8K - $102K
|
5.11K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-622- 11.94% |
$84.8K - $102K
|
4.59K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-624- 5.04% |
$85.1K - $103K
|
11.8K
$3.05M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-624- 19.83% |
$85.1K - $103K
|
2.52K
$654K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-625- 26.28% |
$85.2K - $103K
|
1.75K
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-635- 3.82% |
$86.6K - $105K
|
16K
$4.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-636- 10.45% |
$86.7K - $105K
|
5.45K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-646- 8.9% |
$88.1K - $106K
|
6.61K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-652- 9.15% |
$88.9K - $107K
|
6.47K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-653- 11.14% |
$89.1K - $108K
|
5.21K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-662- 11.81% |
$90.3K - $109K
|
4.95K
$1.28M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-665- 1.83% |
$90.7K - $110K
|
35.7K
$9.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-670- 41.88% |
$91.4K - $110K
|
930
$241K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-675- 18.1% |
$92.1K - $111K
|
3.05K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-683- 3.47% |
$93.1K - $112K
|
19K
$4.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-684- 22.51% |
$93.3K - $113K
|
2.35K
$610K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-685- 5.15% |
$93.4K - $113K
|
12.6K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-685- 2.42% |
$93.4K - $113K
|
27.7K
$7.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-690- 3.54% |
$94.1K - $114K
|
18.8K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-700- 22.95% |
$95.5K - $115K
|
2.35K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 21.88% |
$95.5K - $115K
|
2.5K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-700- 9.18% |
$95.5K - $115K
|
6.93K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-701- 3.13% |
$95.6K - $115K
|
21.7K
$5.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-701- 1.24% |
$95.6K - $115K
|
55.8K
$14.5M
|