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 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1.85K- 26.59% |
$252K - $305K
|
5.11K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 20.64% |
$256K - $309K
|
7.22K
$1.61M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.88K- 16.18% |
$256K - $310K
|
9.74K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.89K- 14.65% |
$257K - $311K
|
11K
$2.45M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.91K- 6.3% |
$260K - $315K
|
28.4K
$6.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.91K- 1.15% |
$261K - $315K
|
165K
$36.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.92K- 4.01% |
$262K - $317K
|
46.1K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.93K- 5.47% |
$263K - $317K
|
33.3K
$7.43M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.95K- 5.15% |
$266K - $322K
|
36K
$8.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.96K- 57.21% |
$267K - $323K
|
1.47K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.98K- 7.69% |
$270K - $326K
|
23.8K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.02K- 0.99% |
$276K - $333K
|
201K
$44.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.11K- 49.95% |
$287K - $347K
|
2.11K
$471K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.11K- 17.09% |
$288K - $347K
|
10.2K
$2.28M
|
|
|
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
$865K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.12K- 26.32% |
$289K - $350K
|
5.94K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.13K- 6.11% |
$290K - $350K
|
32.7K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.14K- 63.24% |
$291K - $352K
|
1.24K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.15K- 13.34% |
$293K - $354K
|
13.9K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.15K- 35.88% |
$293K - $354K
|
3.85K
$857K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.16K- 17.72% |
$295K - $356K
|
10K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 29.48% |
$297K - $359K
|
5.21K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.18K- 1.13% |
$298K - $360K
|
191K
$42.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.2K- 5.5% |
$299K - $362K
|
37.7K
$8.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.2K- 11.24% |
$300K - $362K
|
17.4K
$3.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.2K- 54.17% |
$300K - $362K
|
1.86K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.2K- 6.73% |
$300K - $362K
|
30.5K
$6.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.23K- 4.39% |
$304K - $367K
|
48.5K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-2.24K- 6.57% |
$305K - $369K
|
31.8K
$7.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.29K- 42.37% |
$312K - $377K
|
3.12K
$695K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.33K- 13.81% |
$318K - $384K
|
14.5K
$3.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-2.33K- 3.22% |
$318K - $384K
|
70.2K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.35K- 26.89% |
$320K - $387K
|
6.39K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.36K- 58.26% |
$322K - $389K
|
1.69K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.4K- 1.0% |
$327K - $394K
|
238K
$53.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.42K- 38.57% |
$331K - $399K
|
3.86K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.44K- 15.99% |
$332K - $401K
|
12.8K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.46K- 5.4% |
$335K - $405K
|
43.1K
$9.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.48K- 38.84% |
$339K - $409K
|
3.91K
$872K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.49K- 0.24% |
$339K - $410K
|
1.05M
$234M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.52K- 2.28% |
$344K - $415K
|
108K
$24.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.56K- 57.46% |
$349K - $422K
|
1.9K
$423K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.58K- 43.77% |
$352K - $425K
|
3.31K
$738K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.59K- 12.65% |
$353K - $427K
|
17.9K
$3.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.64K- 3.03% |
$360K - $435K
|
84.5K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.64K- 26.5% |
$361K - $435K
|
7.33K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.66K- 24.64% |
$362K - $437K
|
8.12K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.66K- 0.89% |
$363K - $439K
|
295K
$65.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.69K- 56.31% |
$367K - $443K
|
2.09K
$465K
|