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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
35+ 0.68% |
$4.62K - $5.24K
|
5.19K
$1.33M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
34+ 130.77% |
$4.49K - $5.09K
|
60
$15.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 2.21% |
$4.36K - $4.94K
|
1.52K
$389K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
32+ 0.81% |
$4.23K - $4.79K
|
3.99K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32+ 0.56% |
$4.23K - $4.79K
|
5.78K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
31+ 3.16% |
$4.09K - $4.64K
|
1.01K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
31New |
$4.09K - $4.64K
|
31
$7.93K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
30+ 0.42% |
$3.96K - $4.49K
|
7.13K
$1.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
30+ 1.3% |
$3.96K - $4.49K
|
2.34K
$597K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
30+ 0.24% |
$3.96K - $4.49K
|
12.4K
$3.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
30+ 0.66% |
$3.96K - $4.49K
|
4.58K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
30+ 1.19% |
$3.96K - $4.49K
|
2.54K
$651K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
30+ 1.56% |
$3.96K - $4.49K
|
1.96K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
30+ 1.39% |
$3.96K - $4.49K
|
2.19K
$560K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
29+ 0.55% |
$3.83K - $4.35K
|
5.26K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
29+ 1.96% |
$3.83K - $4.35K
|
1.51K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
29+ 0.07% |
$3.83K - $4.35K
|
43.3K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.47% |
$3.7K - $4.2K
|
5.98K
$1.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
27+ 1.52% |
$3.57K - $4.05K
|
1.81K
$462K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27+ 4.8% |
$3.57K - $4.05K
|
590
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
27+ 2.0% |
$3.57K - $4.05K
|
1.37K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
27+ 0.22% |
$3.57K - $4.05K
|
12.3K
$3.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
26+ 0.34% |
$3.43K - $3.9K
|
7.63K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 3.57% |
$3.3K - $3.75K
|
726
$186K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
25+ 0.53% |
$3.3K - $3.75K
|
4.73K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
25+ 0.21% |
$3.3K - $3.75K
|
11.7K
$2.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
25+ 0.16% |
$3.3K - $3.75K
|
15.2K
$3.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25+ 58.14% |
$3.3K - $3.75K
|
68
$17.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
25+ 0.24% |
$3.3K - $3.75K
|
10.5K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
25+ 0.24% |
$3.3K - $3.75K
|
10.4K
$2.67M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
25+ 1.41% |
$3.3K - $3.75K
|
1.8K
$459K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
24+ 0.54% |
$3.17K - $3.6K
|
4.49K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
24+ 7.0% |
$3.17K - $3.6K
|
367
$93.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
24+ 0.69% |
$3.17K - $3.6K
|
3.52K
$901K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 1.08% |
$3.17K - $3.6K
|
2.24K
$573K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
23+ 0.83% |
$3.04K - $3.45K
|
2.78K
$711K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.54% |
$3.04K - $3.45K
|
4.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.41% |
$3.04K - $3.45K
|
5.57K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23+ 2.0% |
$3.04K - $3.45K
|
1.17K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
22+ 0.47% |
$2.91K - $3.3K
|
4.67K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.38% |
$2.91K - $3.3K
|
5.75K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
22+ 1.11% |
$2.91K - $3.3K
|
2K
$510K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
20+ 0.52% |
$2.64K - $3K
|
3.9K
$997K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
20+ 0.49% |
$2.64K - $3K
|
4.08K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20+ 1.26% |
$2.64K - $3K
|
1.61K
$412K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
20+ 0.11% |
$2.64K - $3K
|
17.5K
$4.48M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 0.96% |
$2.64K - $3K
|
2.11K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18+ 18.37% |
$2.38K - $2.7K
|
116
$29.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17New |
$2.25K - $2.55K
|
17
$4.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
17+ 0.82% |
$2.25K - $2.55K
|
2.08K
$532K
|