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 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.62K- 38.59% |
$221K - $266K
|
2.57K
$730K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.63K- 2.39% |
$222K - $268K
|
66.7K
$18.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.64K- 47.05% |
$224K - $270K
|
1.85K
$524K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.65K- 12.72% |
$224K - $271K
|
11.3K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.65K- 7.67% |
$225K - $272K
|
19.8K
$5.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.68K- 21.14% |
$229K - $276K
|
6.25K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.69K- 1.29% |
$230K - $278K
|
129K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.69K- 33.63% |
$231K - $279K
|
3.34K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.7K- 4.21% |
$232K - $281K
|
38.8K
$11M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.72K- 44.44% |
$235K - $284K
|
2.15K
$611K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.73K- 4.97% |
$236K - $285K
|
33.1K
$9.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.73K- 18.49% |
$236K - $285K
|
7.64K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.74K- 2.58% |
$238K - $287K
|
65.8K
$18.7M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.75K- 48.93% |
$239K - $289K
|
1.83K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.77K- 5.46% |
$241K - $291K
|
30.6K
$8.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.77K- 75.58% |
$241K - $291K
|
571
$162K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-1.77K- 25.99% |
$241K - $292K
|
5.04K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.81K- 3.36% |
$247K - $298K
|
52K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.81K- 18.37% |
$247K - $298K
|
8.05K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 4.76% |
$249K - $300K
|
36.5K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.84K- 38.98% |
$251K - $303K
|
2.88K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1.85K- 26.59% |
$252K - $305K
|
5.11K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 20.64% |
$256K - $309K
|
7.22K
$2.05M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.88K- 16.18% |
$256K - $310K
|
9.74K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.89K- 14.65% |
$257K - $311K
|
11K
$3.12M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.91K- 6.3% |
$260K - $315K
|
28.4K
$8.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.91K- 1.15% |
$261K - $315K
|
165K
$46.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.92K- 4.01% |
$262K - $317K
|
46.1K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.93K- 5.47% |
$263K - $317K
|
33.3K
$9.45M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.95K- 5.15% |
$266K - $322K
|
36K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.96K- 57.21% |
$267K - $323K
|
1.47K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.98K- 7.69% |
$270K - $326K
|
23.8K
$6.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.02K- 0.99% |
$276K - $333K
|
201K
$57.1M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.03K- 41.55% |
$277K - $334K
|
2.85K
$810K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.11K- 49.95% |
$287K - $347K
|
2.11K
$599K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.11K- 17.09% |
$288K - $347K
|
10.2K
$2.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.11KClosed |
$288K - $348K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.12K- 35.34% |
$289K - $349K
|
3.88K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.12K- 26.32% |
$289K - $350K
|
5.94K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.13K- 6.11% |
$290K - $350K
|
32.7K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.14K- 63.24% |
$291K - $352K
|
1.24K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.15K- 13.34% |
$293K - $354K
|
13.9K
$3.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.15K- 35.88% |
$293K - $354K
|
3.85K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.16K- 17.72% |
$295K - $356K
|
10K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 29.48% |
$297K - $359K
|
5.21K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.18K- 1.13% |
$298K - $360K
|
191K
$54.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.2K- 5.5% |
$299K - $362K
|
37.7K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.2K- 11.24% |
$300K - $362K
|
17.4K
$4.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.2K- 54.17% |
$300K - $362K
|
1.86K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.2K- 6.73% |
$300K - $362K
|
30.5K
$8.65M
|