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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.58K- 2.86% |
$489K - $590K
|
121K
$30.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-3.59K- 20.49% |
$489K - $591K
|
13.9K
$3.46M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.6K- 9.88% |
$490K - $592K
|
32.8K
$8.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.6K- 1.87% |
$491K - $593K
|
189K
$47M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.63K- 56.08% |
$495K - $598K
|
2.84K
$707K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.71K- 2.32% |
$506K - $611K
|
156K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.71K- 1.65% |
$506K - $611K
|
222K
$55.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3.74K- 51.06% |
$510K - $616K
|
3.58K
$891K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.75K- 5.32% |
$511K - $618K
|
66.7K
$16.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.77K- 10.41% |
$514K - $621K
|
32.5K
$8.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.81K- 5.13% |
$519K - $627K
|
70.4K
$17.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-3.82K- 7.06% |
$522K - $630K
|
50.4K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.83K- 5.53% |
$523K - $631K
|
65.5K
$16.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.89K- 13.97% |
$531K - $641K
|
24K
$5.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.9K- 13.81% |
$531K - $642K
|
24.3K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.9K- 2.91% |
$532K - $642K
|
130K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.95K- 11.38% |
$539K - $651K
|
30.8K
$7.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.99K- 14.47% |
$544K - $657K
|
23.6K
$5.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-4.01K- 22.89% |
$547K - $661K
|
13.5K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.09K- 5.78% |
$558K - $673K
|
66.6K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-4.11K- 0.85% |
$560K - $677K
|
481K
$120M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.12K- 4.61% |
$562K - $678K
|
85.2K
$21.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.14K- 5.97% |
$564K - $681K
|
65.1K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.18K- 0.9% |
$570K - $688K
|
463K
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.21K- 6.05% |
$574K - $693K
|
65.4K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.21K- 3.11% |
$574K - $693K
|
131K
$32.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.24K- 90.02% |
$578K - $698K
|
470
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.37K- 9.66% |
$595K - $719K
|
40.8K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.38K- 34.0% |
$598K - $722K
|
8.51K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.39K- 72.68% |
$598K - $722K
|
1.65K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.47K- 6.01% |
$610K - $736K
|
69.9K
$17.4M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.53K- 33.82% |
$618K - $747K
|
8.87K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.71K- 9.41% |
$642K - $775K
|
45.3K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.75K- 0.54% |
$647K - $782K
|
874K
$217M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.77K- 30.64% |
$650K - $785K
|
10.8K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-4.78K- 17.1% |
$652K - $787K
|
23.2K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.82K- 2.94% |
$658K - $794K
|
159K
$39.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.89K- 5.46% |
$667K - $806K
|
84.7K
$21.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.9K- 7.38% |
$669K - $808K
|
61.5K
$15.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.92K- 43.7% |
$671K - $811K
|
6.34K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.98K- 0.75% |
$679K - $821K
|
657K
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-5K- 43.11% |
$682K - $824K
|
6.6K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.04K- 16.83% |
$688K - $831K
|
24.9K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-5.05K- 12.34% |
$688K - $831K
|
35.8K
$8.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5.06K- 4.99% |
$689K - $833K
|
96.3K
$23.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.17K- 44.35% |
$705K - $852K
|
6.49K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.29K- 4.15% |
$722K - $872K
|
122K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.32K- 11.83% |
$725K - $876K
|
39.6K
$9.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.33K- 16.42% |
$726K - $877K
|
27.1K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.33K- 16.42% |
$726K - $877K
|
27.1K
$6.74M
|