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
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-742- 22.08% |
$101K - $122K
|
2.62K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-744- 1.11% |
$101K - $123K
|
66.4K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-749- 19.3% |
$102K - $123K
|
3.13K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-751- 19.67% |
$102K - $124K
|
3.07K
$801K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-758- 31.17% |
$103K - $125K
|
1.67K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-758- 33.5% |
$103K - $125K
|
1.51K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-758- 16.78% |
$103K - $125K
|
3.76K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-765- 1.65% |
$104K - $126K
|
45.5K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-766- 4.93% |
$104K - $126K
|
14.8K
$3.86M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-772- 4.46% |
$105K - $127K
|
16.5K
$4.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-774- 6.64% |
$106K - $127K
|
10.9K
$2.85M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-775- 11.59% |
$106K - $128K
|
5.91K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-779- 18.57% |
$106K - $128K
|
3.42K
$892K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-780- 30.0% |
$106K - $128K
|
1.82K
$476K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-782- 1.6% |
$107K - $129K
|
48.1K
$12.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-785- 4.51% |
$107K - $129K
|
16.6K
$4.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-785- 2.08% |
$107K - $129K
|
37K
$9.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-791- 9.05% |
$108K - $130K
|
7.95K
$2.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-799- 8.66% |
$109K - $132K
|
8.43K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-800- 23.53% |
$109K - $132K
|
2.6K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-801- 23.7% |
$109K - $132K
|
2.58K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-809- 26.51% |
$110K - $133K
|
2.24K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-811- 11.21% |
$111K - $134K
|
6.43K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-811- 0.51% |
$111K - $134K
|
157K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-812- 15.22% |
$111K - $134K
|
4.52K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-818- 15.04% |
$112K - $135K
|
4.62K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-818- 9.17% |
$112K - $135K
|
8.11K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-824- 3.3% |
$112K - $136K
|
24.1K
$6.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-824- 13.5% |
$112K - $136K
|
5.28K
$1.38M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-824- 37.82% |
$112K - $136K
|
1.36K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-826- 23.23% |
$113K - $136K
|
2.73K
$713K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-827- 40.11% |
$113K - $136K
|
1.24K
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-832- 16.34% |
$113K - $137K
|
4.26K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-834- 5.07% |
$114K - $137K
|
15.6K
$4.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-835- 6.43% |
$114K - $138K
|
12.2K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-841- 2.55% |
$115K - $139K
|
32.1K
$8.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-843- 4.38% |
$115K - $139K
|
18.4K
$4.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-860- 7.3% |
$117K - $142K
|
10.9K
$2.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-862- 15.38% |
$118K - $142K
|
4.74K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-870- 3.19% |
$119K - $143K
|
26.4K
$6.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-876- 33.98% |
$119K - $144K
|
1.7K
$445K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-884- 2.48% |
$121K - $146K
|
34.7K
$9.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-885- 3.29% |
$121K - $146K
|
26K
$6.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-887- 6.15% |
$121K - $146K
|
13.5K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-895- 2.6% |
$122K - $147K
|
33.5K
$8.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-896- 14.57% |
$122K - $148K
|
5.26K
$1.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-900- 82.04% |
$123K - $148K
|
197
$51.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-900- 6.93% |
$123K - $148K
|
12.1K
$3.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-901- 2.91% |
$123K - $148K
|
30.1K
$7.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-903- 3.39% |
$123K - $149K
|
25.7K
$6.72M
|