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 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-11.4K- 59.18% |
$1.56M - $1.89M
|
7.89K
$1.96M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 12.12% |
$1.57M - $1.89M
|
83.4K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-11.5K- 73.5% |
$1.57M - $1.9M
|
4.16K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.7K- 5.77% |
$1.59M - $1.92M
|
191K
$47.5M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-11.9K- 4.61% |
$1.62M - $1.96M
|
246K
$61.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-12K- 75.1% |
$1.64M - $1.98M
|
3.98K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.3K- 44.98% |
$1.68M - $2.03M
|
15.1K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-12.5K- 3.49% |
$1.7M - $2.05M
|
344K
$85.6M
|
|
|
Mar 18, 2025
Q4 2023
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
- |
-12.5K- 4.67% |
$1.71M - $2.06M
|
256K
$63.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 3.09% |
$1.71M - $2.06M
|
394K
$97.9M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 3.09% |
$1.71M - $2.06M
|
394K
$97.9M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-12.6K- 30.19% |
$1.71M - $2.07M
|
29K
$7.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-12.6K- 15.47% |
$1.72M - $2.07M
|
68.8K
$17.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12.8K- 2.43% |
$1.75M - $2.12M
|
517K
$128M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 2.16% |
$1.77M - $2.14M
|
588K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 4.99% |
$1.78M - $2.15M
|
249K
$61.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-13.1K- 2.96% |
$1.79M - $2.16M
|
429K
$107M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-13.3KClosed |
$1.81M - $2.19M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-13.8K- 41.14% |
$1.88M - $2.28M
|
19.8K
$4.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-13.8K- 18.61% |
$1.89M - $2.28M
|
60.5K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-14.7K- 27.34% |
$2M - $2.41M
|
39K
$9.69M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-15K- 20.26% |
$2.05M - $2.48M
|
59.2K
$14.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-15.3K- 5.11% |
$2.08M - $2.51M
|
283K
$70.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.4K- 66.74% |
$2.1M - $2.54M
|
7.68K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-15.9K- 5.59% |
$2.17M - $2.63M
|
269K
$67M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.5K- 37.87% |
$2.26M - $2.72M
|
27.1K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-16.7K- 13.44% |
$2.27M - $2.74M
|
107K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-16.8K- 5.79% |
$2.29M - $2.77M
|
273K
$67.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-16.9K- 25.47% |
$2.31M - $2.79M
|
49.5K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.9K- 10.56% |
$2.31M - $2.79M
|
143K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-17.1K- 10.44% |
$2.33M - $2.81M
|
146K
$36.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-17.2K- 43.69% |
$2.34M - $2.82M
|
22.1K
$5.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.3K- 79.52% |
$2.36M - $2.85M
|
4.45K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.2K- 54.54% |
$2.48M - $3M
|
15.2K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-18.3K- 5.23% |
$2.5M - $3.02M
|
332K
$82.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-18.6K- 74.58% |
$2.54M - $3.07M
|
6.35K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-19.6K- 1.34% |
$2.68M - $3.24M
|
1.44M
$358M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-19.8K- 97.16% |
$2.7M - $3.26M
|
579
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-19.9K- 4.6% |
$2.71M - $3.27M
|
412K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 21.79% |
$2.77M - $3.34M
|
72.9K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-20.6K- 99.55% |
$2.81M - $3.39M
|
94
$23.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-22.2K- 4.86% |
$3.03M - $3.66M
|
434K
$108M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-22.4K- 4.0% |
$3.06M - $3.69M
|
538K
$134M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.7K- 1.85% |
$3.09M - $3.73M
|
1.2M
$298M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.8K- 3.35% |
$3.11M - $3.76M
|
659K
$164M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.2K- 1.2% |
$3.16M - $3.82M
|
1.91M
$474M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24.9K- 86.34% |
$3.4M - $4.11M
|
3.95K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-25.1K- 35.79% |
$3.43M - $4.14M
|
45.1K
$11.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.6K- 14.29% |
$3.49M - $4.21M
|
153K
$38.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-25.8K- 15.4% |
$3.52M - $4.25M
|
142K
$35.2M
|