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 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
3.2KNew |
$436K - $526K
|
3.2K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.18K+ 14.78% |
$434K - $524K
|
24.7K
$5.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.17KNew |
$432K - $521K
|
3.17K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.15K+ 3.04% |
$429K - $519K
|
107K
$22.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.13KNew |
$426K - $515K
|
3.13K
$671K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.11KNew |
$424K - $512K
|
3.11K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.1KNew |
$423K - $511K
|
3.1K
$665K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.1K+ 38.03% |
$422K - $510K
|
11.2K
$2.41M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.09KNew |
$422K - $510K
|
3.09K
$664K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.09K+ 50.49% |
$422K - $509K
|
9.22K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.07K+ 33.58% |
$418K - $505K
|
12.2K
$2.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3.03K+ 84.02% |
$414K - $500K
|
6.64K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.03K+ 143.22% |
$413K - $499K
|
5.14K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.02K+ 16.02% |
$412K - $498K
|
21.9K
$4.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3KNew |
$410K - $495K
|
3K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3K+ 0.95% |
$409K - $494K
|
320K
$68.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3K+ 7.19% |
$409K - $494K
|
44.7K
$9.59M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.99KNew |
$408K - $493K
|
2.99K
$643K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.98KNew |
$406K - $491K
|
2.98K
$639K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
2.98K+ 5.34% |
$406K - $490K
|
58.7K
$12.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.93K+ 21.05% |
$399K - $482K
|
16.8K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.92K+ 2.7% |
$398K - $481K
|
111K
$23.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.92K+ 21.61% |
$398K - $481K
|
16.4K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.91KNew |
$397K - $479K
|
2.91K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.9KNew |
$395K - $477K
|
2.9K
$622K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.89KNew |
$394K - $476K
|
2.89K
$620K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.89K+ 10.75% |
$394K - $475K
|
29.7K
$6.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.89KNew |
$394K - $475K
|
2.89K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.86K+ 5.9% |
$390K - $471K
|
51.3K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.84K+ 0.65% |
$388K - $468K
|
438K
$93.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.84K+ 19.85% |
$387K - $468K
|
17.1K
$3.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.82KNew |
$385K - $465K
|
2.82K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 6.24% |
$380K - $459K
|
47.5K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.78K+ 7.68% |
$378K - $457K
|
38.9K
$8.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.77K+ 0.81% |
$377K - $455K
|
342K
$73.5M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.77K+ 0.81% |
$377K - $455K
|
342K
$73.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.74K+ 5.67% |
$373K - $450K
|
51K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.72KNew |
$371K - $448K
|
2.72K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
2.7KNew |
$368K - $445K
|
2.7K
$579K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.69KNew |
$367K - $443K
|
2.69K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 3.49% |
$366K - $442K
|
79.4K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.67K+ 5.89% |
$365K - $440K
|
48.1K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.67K+ 4.98% |
$364K - $439K
|
56.2K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.64K+ 30.06% |
$360K - $435K
|
11.4K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64KNew |
$360K - $435K
|
2.64K
$566K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.64KNew |
$360K - $435K
|
2.64K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.57KNew |
$351K - $424K
|
2.57K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.53K+ 51.01% |
$345K - $417K
|
7.49K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.52K+ 14.2% |
$344K - $416K
|
20.3K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.52KNew |
$343K - $414K
|
2.52K
$540K
|