Purchases and Sales Made in Q3 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
307+ 2.15% |
$40.5K - $46K
|
14.6K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
307+ 4.27% |
$40.5K - $46K
|
7.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
305+ 2.45% |
$40.3K - $45.7K
|
12.8K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
303+ 2.48% |
$40K - $45.4K
|
12.5K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
303+ 6.6% |
$40K - $45.4K
|
4.9K
$1.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
300+ 11.18% |
$39.6K - $44.9K
|
2.98K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
300+ 97.4% |
$39.6K - $44.9K
|
608
$155K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
297+ 1.62% |
$39.2K - $44.5K
|
18.7K
$4.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
297+ 2.5% |
$39.2K - $44.5K
|
12.2K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
296+ 4.96% |
$39.1K - $44.3K
|
6.27K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
295+ 1.99% |
$39K - $44.2K
|
15.1K
$3.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
293+ 3.32% |
$38.7K - $43.9K
|
9.12K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
289+ 18.03% |
$38.2K - $43.3K
|
1.89K
$484K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
284+ 29.71% |
$37.5K - $42.6K
|
1.24K
$317K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
284+ 20.94% |
$37.5K - $42.6K
|
1.64K
$419K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
282+ 9.11% |
$37.2K - $42.3K
|
3.38K
$863K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
274+ 9.23% |
$36.2K - $41.1K
|
3.24K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
274+ 4.36% |
$36.2K - $41.1K
|
6.55K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
273+ 0.81% |
$36.1K - $40.9K
|
34K
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
273+ 1.05% |
$36.1K - $40.9K
|
26.2K
$6.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
271+ 7.7% |
$35.8K - $40.6K
|
3.79K
$969K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
271+ 7.38% |
$35.8K - $40.6K
|
3.94K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
269+ 4.86% |
$35.5K - $40.3K
|
5.81K
$1.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
265+ 4.84% |
$35K - $39.7K
|
5.74K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
260+ 19.92% |
$34.3K - $39K
|
1.57K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
260+ 1.21% |
$34.3K - $39K
|
21.8K
$5.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
260+ 1.39% |
$34.3K - $39K
|
19K
$4.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
258+ 11.1% |
$34.1K - $38.7K
|
2.58K
$660K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
258+ 0.84% |
$34.1K - $38.7K
|
30.8K
$7.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
254+ 5.33% |
$33.5K - $38.1K
|
5.02K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
253+ 1.71% |
$33.4K - $37.9K
|
15.1K
$3.86M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
252+ 4.45% |
$33.3K - $37.8K
|
5.92K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
251+ 1.09% |
$33.2K - $37.6K
|
23.3K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
251+ 3.34% |
$33.2K - $37.6K
|
7.76K
$1.98M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
250+ 4.24% |
$33K - $37.5K
|
6.14K
$1.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
250+ 17.21% |
$33K - $37.5K
|
1.7K
$435K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
250+ 34.97% |
$33K - $37.5K
|
965
$247K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
250+ 0.39% |
$33K - $37.5K
|
64.3K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
250+ 3.68% |
$33K - $37.5K
|
7.04K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
247+ 8.8% |
$32.6K - $37K
|
3.05K
$781K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
247+ 4.93% |
$32.6K - $37K
|
5.26K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
247+ 12.19% |
$32.6K - $37K
|
2.27K
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
246+ 10.09% |
$32.5K - $36.9K
|
2.68K
$686K
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
243+ 7.93% |
$32.1K - $36.4K
|
3.31K
$846K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
242+ 2.04% |
$32K - $36.3K
|
12.1K
$3.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
240+ 2.37% |
$31.7K - $36K
|
10.4K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
240+ 6.72% |
$31.7K - $36K
|
3.81K
$975K
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
238+ 0.15% |
$31.4K - $35.7K
|
162K
$41.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
231+ 1.98% |
$30.5K - $34.6K
|
11.9K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
230+ 4.49% |
$30.4K - $34.5K
|
5.35K
$1.37M
|