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 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-48- 2.38% |
$6.34K - $7.19K
|
1.97K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 4.62% |
$6.47K - $7.34K
|
1.01K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 2.71% |
$6.6K - $7.49K
|
1.8K
$460K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 2.71% |
$6.6K - $7.49K
|
1.79K
$458K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-50- 2.09% |
$6.6K - $7.49K
|
2.35K
$600K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.75% |
$6.6K - $7.49K
|
1.77K
$452K
|
|
|
Oct 31, 2023
Q3 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.28% |
$6.6K - $7.49K
|
17.9K
$4.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.32% |
$6.6K - $7.49K
|
15.7K
$4.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-50- 0.85% |
$6.6K - $7.49K
|
5.86K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-50- 1.03% |
$6.6K - $7.49K
|
4.79K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-50- 1.17% |
$6.6K - $7.49K
|
4.23K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 6.78% |
$6.6K - $7.49K
|
687
$176K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 2.6% |
$6.6K - $7.49K
|
1.87K
$479K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-51- 1.36% |
$6.74K - $7.64K
|
3.69K
$943K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-52- 0.32% |
$6.87K - $7.79K
|
16.3K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-53- 0.87% |
$7K - $7.94K
|
6.04K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-53- 0.24% |
$7K - $7.94K
|
21.9K
$5.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-54- 1.75% |
$7.13K - $8.09K
|
3.04K
$776K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-55- 0.53% |
$7.26K - $8.24K
|
10.2K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-55- 1.33% |
$7.26K - $8.24K
|
4.09K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-55- 0.24% |
$7.26K - $8.24K
|
22.6K
$5.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-57- 2.61% |
$7.53K - $8.54K
|
2.12K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-57- 0.39% |
$7.53K - $8.54K
|
14.7K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-57- 2.1% |
$7.53K - $8.54K
|
2.66K
$679K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-58- 1.59% |
$7.66K - $8.69K
|
3.59K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-58- 3.02% |
$7.66K - $8.69K
|
1.86K
$477K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-59- 39.33% |
$7.79K - $8.84K
|
91
$23.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-60- 0.27% |
$7.92K - $8.99K
|
22.4K
$5.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-60- 3.38% |
$7.92K - $8.99K
|
1.72K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 13.57% |
$7.92K - $8.99K
|
382
$97.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-60- 1.72% |
$7.92K - $8.99K
|
3.42K
$875K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-60- 3.76% |
$7.92K - $8.99K
|
1.53K
$392K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-61- 0.61% |
$8.06K - $9.14K
|
9.89K
$2.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-61- 1.61% |
$8.06K - $9.14K
|
3.73K
$952K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-61- 0.32% |
$8.06K - $9.14K
|
19.2K
$4.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-62- 3.96% |
$8.19K - $9.29K
|
1.5K
$385K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-63- 1.25% |
$8.32K - $9.44K
|
4.96K
$1.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-64- 0.26% |
$8.45K - $9.59K
|
24.5K
$6.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-64- 2.7% |
$8.45K - $9.59K
|
2.31K
$590K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-64- 0.82% |
$8.45K - $9.59K
|
7.77K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-64- 0.97% |
$8.45K - $9.59K
|
6.53K
$1.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-65- 1.6% |
$8.59K - $9.74K
|
3.99K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-65- 3.53% |
$8.59K - $9.74K
|
1.77K
$454K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-66- 1.29% |
$8.72K - $9.89K
|
5.06K
$1.29M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-68- 3.38% |
$8.98K - $10.2K
|
1.95K
$498K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-68- 2.25% |
$8.98K - $10.2K
|
2.96K
$757K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-68- 0.68% |
$8.98K - $10.2K
|
9.94K
$2.54M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-68- 0.43% |
$8.98K - $10.2K
|
15.8K
$4.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-68- 2.08% |
$8.98K - $10.2K
|
3.21K
$820K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-69- 0.84% |
$9.11K - $10.3K
|
8.18K
$2.09M
|