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 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.17K- 44.35% |
$705K - $852K
|
6.49K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.29K- 4.15% |
$722K - $872K
|
122K
$34.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.32K- 11.83% |
$725K - $876K
|
39.6K
$11.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.33K- 16.42% |
$726K - $877K
|
27.1K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.33K- 16.42% |
$726K - $877K
|
27.1K
$7.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.33K- 9.16% |
$726K - $877K
|
52.8K
$15M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.4K- 33.62% |
$736K - $889K
|
10.7K
$3.02M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.49K- 81.56% |
$749K - $905K
|
1.24K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.57K- 2.63% |
$759K - $917K
|
206K
$58.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.6K- 12.43% |
$764K - $923K
|
39.5K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.66K- 2.8% |
$772K - $932K
|
196K
$55.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.7K- 39.13% |
$778K - $939K
|
8.87K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-5.71K- 4.91% |
$778K - $940K
|
110K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.18K- 4.36% |
$843K - $1.02M
|
135K
$38.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-6.33K- 12.89% |
$864K - $1.04M
|
42.8K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-6.4K- 3.2% |
$873K - $1.05M
|
194K
$55M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6.4K- 1.66% |
$873K - $1.05M
|
380K
$108M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-6.43K- 38.72% |
$877K - $1.06M
|
10.2K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.45K- 4.24% |
$880K - $1.06M
|
146K
$41.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.48K- 14.0% |
$884K - $1.07M
|
39.8K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-6.51K- 56.98% |
$887K - $1.07M
|
4.91K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6.52K- 33.39% |
$890K - $1.07M
|
13K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-6.55K- 3.15% |
$893K - $1.08M
|
201K
$57.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.72K- 8.1% |
$917K - $1.11M
|
76.3K
$21.7M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-6.73K- 31.62% |
$917K - $1.11M
|
14.5K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.27K- 2.35% |
$992K - $1.2M
|
302K
$85.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-7.33K- 79.71% |
$999K - $1.21M
|
1.86K
$529K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.33K- 3.59% |
$999K - $1.21M
|
197K
$55.8M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7.53K- 98.65% |
$1.03M - $1.24M
|
103
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-7.53K- 18.17% |
$1.03M - $1.24M
|
33.9K
$9.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.56K- 11.57% |
$1.03M - $1.25M
|
57.8K
$16.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-7.69K- 70.27% |
$1.05M - $1.27M
|
3.25K
$923K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.73K- 8.92% |
$1.05M - $1.27M
|
78.9K
$22.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.79K- 2.04% |
$1.06M - $1.28M
|
373K
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.92K- 14.38% |
$1.08M - $1.3M
|
47.2K
$13.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-8K- 9.88% |
$1.09M - $1.32M
|
73K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.09K- 12.33% |
$1.1M - $1.33M
|
57.6K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.43K- 10.12% |
$1.15M - $1.39M
|
74.9K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.46K- 71.68% |
$1.15M - $1.39M
|
3.34K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-8.61K- 72.21% |
$1.17M - $1.42M
|
3.31K
$940K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-8.78K- 35.32% |
$1.2M - $1.45M
|
16.1K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.03K- 2.27% |
$1.23M - $1.49M
|
388K
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.23K- 31.58% |
$1.26M - $1.52M
|
20K
$5.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.3K- 4.04% |
$1.27M - $1.53M
|
221K
$62.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-9.47K- 8.79% |
$1.29M - $1.56M
|
98.2K
$27.9M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.65K- 8.91% |
$1.32M - $1.59M
|
98.6K
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.9K- 0.81% |
$1.35M - $1.63M
|
1.21M
$343M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-10K- 3.86% |
$1.36M - $1.65M
|
249K
$70.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10K- 75.83% |
$1.36M - $1.65M
|
3.19K
$905K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.3K- 1.41% |
$1.4M - $1.7M
|
718K
$204M
|