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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 0.38% |
$2.25K - $2.55K
|
4.51K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
17+ 0.28% |
$2.25K - $2.55K
|
6.05K
$1.55M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$2.11K - $2.4K
|
5.39K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
16+ 0.64% |
$2.11K - $2.4K
|
2.52K
$645K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 1.0% |
$2.11K - $2.4K
|
1.62K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
16+ 0.06% |
$2.11K - $2.4K
|
27.3K
$6.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 0.72% |
$2.11K - $2.4K
|
2.25K
$576K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
16+ 0.46% |
$2.11K - $2.4K
|
3.5K
$895K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 1.43% |
$1.98K - $2.25K
|
1.07K
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
15+ 0.29% |
$1.98K - $2.25K
|
5.23K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
15+ 0.92% |
$1.98K - $2.25K
|
1.65K
$423K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
15+ 0.65% |
$1.98K - $2.25K
|
2.34K
$598K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
15+ 0.33% |
$1.98K - $2.25K
|
4.5K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15+ 0.78% |
$1.98K - $2.25K
|
1.93K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
15+ 0.94% |
$1.98K - $2.25K
|
1.61K
$412K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.13% |
$1.85K - $2.1K
|
11.1K
$2.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14+ 0.16% |
$1.85K - $2.1K
|
8.63K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.25% |
$1.85K - $2.1K
|
5.69K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
14+ 0.34% |
$1.85K - $2.1K
|
4.11K
$1.05M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14+ 0.16% |
$1.85K - $2.1K
|
8.63K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
13+ 0.24% |
$1.72K - $1.95K
|
5.42K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 1.05% |
$1.72K - $1.95K
|
1.25K
$320K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 1.45% |
$1.72K - $1.95K
|
908
$232K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.83% |
$1.72K - $1.95K
|
1.57K
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.24% |
$1.58K - $1.8K
|
5.01K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.4% |
$1.58K - $1.8K
|
3.02K
$772K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.84% |
$1.58K - $1.8K
|
665
$170K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11+ 0.71% |
$1.45K - $1.65K
|
1.57K
$401K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11+ 0.56% |
$1.45K - $1.65K
|
1.96K
$501K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11+ 0.63% |
$1.45K - $1.65K
|
1.77K
$453K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11+ 0.32% |
$1.45K - $1.65K
|
3.43K
$877K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.35% |
$1.32K - $1.5K
|
2.87K
$735K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10+ 0.02% |
$1.32K - $1.5K
|
45.4K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10+ 0.01% |
$1.32K - $1.5K
|
80.1K
$20.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10+ 0.03% |
$1.32K - $1.5K
|
33.3K
$8.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.41% |
$1.19K - $1.35K
|
647
$165K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9+ 0.25% |
$1.19K - $1.35K
|
3.64K
$931K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9+ 0.14% |
$1.19K - $1.35K
|
6.48K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9+ 0.09% |
$1.19K - $1.35K
|
10.2K
$2.62M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 1.15% |
$1.06K - $1.2K
|
706
$181K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
8+ 0.04% |
$1.06K - $1.2K
|
20.4K
$5.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.08% |
$1.06K - $1.2K
|
9.79K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.37% |
$1.06K - $1.2K
|
2.18K
$556K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
8+ 0.19% |
$1.06K - $1.2K
|
4.15K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
8+ 0.35% |
$1.06K - $1.2K
|
2.26K
$579K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8+ 0.1% |
$1.06K - $1.2K
|
7.8K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$1.06K - $1.2K
|
8
$2.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8+ 0.19% |
$1.06K - $1.2K
|
4.24K
$1.08M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8+ 0.28% |
$1.06K - $1.2K
|
2.86K
$730K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.08% |
$925 - $1.05K
|
8.74K
$2.23M
|