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
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.73K- 63.17% |
$372K - $450K
|
1.59K
$355K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.74K- 6.77% |
$374K - $452K
|
37.8K
$8.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.75K- 3.48% |
$375K - $452K
|
76.3K
$17M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.76K- 3.35% |
$377K - $455K
|
79.9K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.85K- 3.02% |
$388K - $469K
|
91.5K
$20.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-2.85K- 8.37% |
$388K - $469K
|
31.2K
$6.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.85K- 4.32% |
$389K - $469K
|
63.1K
$14.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 12.74% |
$389K - $469K
|
19.5K
$4.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-2.86K- 8.9% |
$390K - $471K
|
29.3K
$6.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.87K- 5.08% |
$391K - $472K
|
53.6K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.87K- 45.41% |
$392K - $473K
|
3.45K
$769K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.87K- 13.35% |
$392K - $473K
|
18.6K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.91K- 26.36% |
$397K - $479K
|
8.13K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.95K- 59.75% |
$402K - $486K
|
1.99K
$443K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 68.38% |
$405K - $490K
|
1.37K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-3K- 2.53% |
$409K - $494K
|
116K
$25.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.01K- 8.56% |
$411K - $496K
|
32.2K
$7.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.05K- 27.63% |
$416K - $502K
|
7.98K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.05K- 2.18% |
$416K - $502K
|
137K
$30.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.07K- 0.58% |
$419K - $506K
|
524K
$117M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-3.09K- 49.86% |
$421K - $508K
|
3.1K
$692K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-3.13K- 7.71% |
$426K - $515K
|
37.4K
$8.34M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.19K- 1.48% |
$435K - $526K
|
213K
$47.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.2K- 2.38% |
$436K - $527K
|
131K
$29.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.22K- 9.16% |
$439K - $530K
|
31.9K
$7.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.26K- 7.17% |
$445K - $537K
|
42.2K
$9.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.29K- 65.92% |
$448K - $541K
|
1.7K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.42K- 58.21% |
$466K - $563K
|
2.45K
$547K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.43K- 4.59% |
$468K - $565K
|
71.4K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.44K- 2.48% |
$469K - $567K
|
135K
$30.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-3.5K- 7.02% |
$477K - $576K
|
46.3K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.53K- 38.1% |
$481K - $581K
|
5.73K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.58K- 2.86% |
$489K - $590K
|
121K
$27.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-3.59K- 20.49% |
$489K - $591K
|
13.9K
$3.1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.6K- 9.88% |
$490K - $592K
|
32.8K
$7.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.6K- 1.87% |
$491K - $593K
|
189K
$42.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.63K- 56.08% |
$495K - $598K
|
2.84K
$634K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.71K- 2.32% |
$506K - $611K
|
156K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.71K- 1.65% |
$506K - $611K
|
222K
$49.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3.74K- 51.06% |
$510K - $616K
|
3.58K
$799K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.75K- 5.32% |
$511K - $618K
|
66.7K
$14.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.77K- 10.41% |
$514K - $621K
|
32.5K
$7.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.81K- 5.13% |
$519K - $627K
|
70.4K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-3.82K- 7.06% |
$522K - $630K
|
50.4K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.83K- 5.53% |
$523K - $631K
|
65.5K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.89K- 13.97% |
$531K - $641K
|
24K
$5.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.9K- 13.81% |
$531K - $642K
|
24.3K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.9K- 2.91% |
$532K - $642K
|
130K
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.95K- 11.38% |
$539K - $651K
|
30.8K
$6.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.99K- 14.47% |
$544K - $657K
|
23.6K
$5.26M
|