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
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.03% |
$132 - $150
|
2.98K
$761K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$132 - $150
|
1.77K
$453K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $150
|
1.87K
$478K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.92% |
$132 - $150
|
110
$28.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.84% |
$132 - $150
|
120
$30.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$132 - $150
|
2.43K
$622K
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.07% |
$132 - $150
|
1.5K
$384K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$132 - $150
|
197
$50.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.06% |
$132 - $150
|
1.74K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$132 - $150
|
2.65K
$677K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$132 - $150
|
2.6K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1- 0.03% |
$132 - $150
|
3.7K
$946K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.91% |
$132 - $150
|
109
$27.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2- 0.05% |
$264 - $300
|
4.2K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2- 0.01% |
$264 - $300
|
35.2K
$9M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.03% |
$264 - $300
|
5.85K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2- 0.04% |
$264 - $300
|
4.59K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-2- 0.12% |
$264 - $300
|
1.66K
$425K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2- 0.08% |
$264 - $300
|
2.38K
$608K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2- 0.11% |
$264 - $300
|
1.82K
$466K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2- 0.12% |
$264 - $300
|
1.68K
$428K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$264 - $300
|
28.7K
$7.33M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.12% |
$396 - $449
|
2.49K
$635K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3- 0.06% |
$396 - $449
|
5.44K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-3- 0.14% |
$396 - $449
|
2.14K
$548K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.06% |
$396 - $449
|
5.23K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3- 0.06% |
$396 - $449
|
5.15K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.16% |
$528 - $599
|
2.56K
$654K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 0.44% |
$528 - $599
|
901
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$528 - $599
|
7.51K
$1.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5- 5.0% |
$660 - $749
|
95
$24.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.12% |
$660 - $749
|
4.01K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5- 0.04% |
$660 - $749
|
11.6K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.23% |
$660 - $749
|
2.14K
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6- 0.08% |
$792 - $899
|
7.99K
$2.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6- 2.34% |
$792 - $899
|
250
$63.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-6- 0.09% |
$792 - $899
|
6.56K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 0.94% |
$792 - $899
|
629
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-6- 0.11% |
$792 - $899
|
5.27K
$1.35M
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-6- 0.16% |
$792 - $899
|
3.78K
$967K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$925 - $1.05K
|
2.24K
$572K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7- 0.12% |
$925 - $1.05K
|
5.89K
$1.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-7- 0.31% |
$925 - $1.05K
|
2.25K
$575K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7- 0.31% |
$925 - $1.05K
|
2.25K
$575K
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$1.06K - $1.2K
|
4.58K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8- 0.31% |
$1.06K - $1.2K
|
2.58K
$659K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-10- 0.43% |
$1.32K - $1.5K
|
2.31K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-10- 0.04% |
$1.32K - $1.5K
|
24.7K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-10- 1.23% |
$1.32K - $1.5K
|
800
$205K
|