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 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-144- 6.93% |
$19K - $21.6K
|
1.93K
$495K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-144- 1.32% |
$19K - $21.6K
|
10.7K
$2.74M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-145- 7.97% |
$19.2K - $21.7K
|
1.67K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-147- 2.37% |
$19.4K - $22K
|
6.06K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-148- 1.09% |
$19.5K - $22.2K
|
13.5K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-148- 4.96% |
$19.5K - $22.2K
|
2.83K
$724K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 1.41% |
$19.8K - $22.5K
|
10.5K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-152- 9.17% |
$20.1K - $22.8K
|
1.51K
$385K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-154- 1.62% |
$20.3K - $23.1K
|
9.37K
$2.4M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-155- 9.92% |
$20.5K - $23.2K
|
1.41K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-157- 1.07% |
$20.7K - $23.5K
|
14.5K
$3.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-158- 5.78% |
$20.9K - $23.7K
|
2.58K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-160- 4.78% |
$21.1K - $24K
|
3.19K
$814K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-163- 5.17% |
$21.5K - $24.4K
|
2.99K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-163- 12.23% |
$21.5K - $24.4K
|
1.17K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-166- 2.24% |
$21.9K - $24.9K
|
7.26K
$1.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-167- 8.03% |
$22.1K - $25K
|
1.91K
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-170- 0.35% |
$22.5K - $25.5K
|
47.7K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-177- 2.2% |
$23.4K - $26.5K
|
7.88K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-178- 0.24% |
$23.5K - $26.7K
|
74.3K
$19M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-178- 2.47% |
$23.5K - $26.7K
|
7.02K
$1.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-179- 7.59% |
$23.6K - $26.8K
|
2.18K
$557K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-180- 0.74% |
$23.8K - $27K
|
24.1K
$6.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-182- 2.05% |
$24K - $27.3K
|
8.68K
$2.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-182- 6.65% |
$24K - $27.3K
|
2.55K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-183- 3.1% |
$24.2K - $27.4K
|
5.72K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-185- 1.4% |
$24.4K - $27.7K
|
13K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-186- 7.19% |
$24.6K - $27.9K
|
2.4K
$614K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-188- 3.13% |
$24.8K - $28.2K
|
5.82K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-190- 0.34% |
$25.1K - $28.5K
|
56.5K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-190- 0.41% |
$25.1K - $28.5K
|
46.2K
$11.8M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-190- 0.41% |
$25.1K - $28.5K
|
46.2K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-191- 1.2% |
$25.2K - $28.6K
|
15.8K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-191- 1.81% |
$25.2K - $28.6K
|
10.4K
$2.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-191- 4.06% |
$25.2K - $28.6K
|
4.52K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-191- 7.92% |
$25.2K - $28.6K
|
2.22K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-191- 7.92% |
$25.2K - $28.6K
|
2.22K
$568K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-193- 3.57% |
$25.5K - $28.9K
|
5.22K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-194- 0.98% |
$25.6K - $29.1K
|
19.6K
$5.01M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-195- 0.13% |
$25.8K - $29.2K
|
153K
$39.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-197- 1.74% |
$26K - $29.5K
|
11.1K
$2.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-198- 0.98% |
$26.2K - $29.7K
|
20K
$5.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-200- 5.37% |
$26.4K - $30K
|
3.52K
$901K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 4.81% |
$26.4K - $30K
|
3.96K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-200- 6.18% |
$26.4K - $30K
|
3.04K
$777K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-200- 1.36% |
$26.4K - $30K
|
14.5K
$3.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 8.72% |
$26.4K - $30K
|
2.09K
$535K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 1.06% |
$26.4K - $30K
|
18.7K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-200- 1.86% |
$26.4K - $30K
|
10.5K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 9.2% |
$26.4K - $30K
|
1.98K
$505K
|