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 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-201- 82.72% |
$26.5K - $30.1K
|
42
$10.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-201- 0.59% |
$26.5K - $30.1K
|
33.9K
$8.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-205- 1.9% |
$27.1K - $30.7K
|
10.6K
$2.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-205- 3.46% |
$27.1K - $30.7K
|
5.73K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-205- 0.76% |
$27.1K - $30.7K
|
26.9K
$6.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-206- 1.3% |
$27.2K - $30.9K
|
15.7K
$4.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-207- 3.66% |
$27.3K - $31K
|
5.45K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-209- 1.33% |
$27.6K - $31.3K
|
15.6K
$3.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-210- 0.71% |
$27.7K - $31.5K
|
29.4K
$7.53M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-210- 9.22% |
$27.7K - $31.5K
|
2.07K
$529K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-212- 5.11% |
$28K - $31.8K
|
3.93K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-212- 0.97% |
$28K - $31.8K
|
21.7K
$5.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-212- 1.67% |
$28K - $31.8K
|
12.5K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-213- 11.2% |
$28.1K - $31.9K
|
1.69K
$432K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-218- 5.91% |
$28.8K - $32.7K
|
3.47K
$888K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-219- 4.69% |
$28.9K - $32.8K
|
4.46K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-219- 1.23% |
$28.9K - $32.8K
|
17.6K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-219- 2.92% |
$28.9K - $32.8K
|
7.28K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-220- 2.87% |
$29.1K - $33K
|
7.45K
$1.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-221- 1.84% |
$29.2K - $33.1K
|
11.8K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-223- 2.53% |
$29.5K - $33.4K
|
8.59K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-224- 0.06% |
$29.6K - $33.6K
|
386K
$98.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-225- 8.24% |
$29.7K - $33.7K
|
2.51K
$641K
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-225- 1.16% |
$29.7K - $33.7K
|
19.2K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-225- 5.13% |
$29.7K - $33.7K
|
4.16K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-228- 2.72% |
$30.1K - $34.2K
|
8.15K
$2.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-229- 1.34% |
$30.2K - $34.3K
|
16.9K
$4.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-231- 10.88% |
$30.5K - $34.6K
|
1.89K
$484K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-231- 6.18% |
$30.5K - $34.6K
|
3.51K
$897K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-233- 5.57% |
$30.8K - $34.9K
|
3.95K
$1.01M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-234- 1.27% |
$30.9K - $35.1K
|
18.2K
$4.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-239- 7.68% |
$31.6K - $35.8K
|
2.87K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-241- 1.24% |
$31.8K - $36.1K
|
19.3K
$4.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-242- 14.4% |
$32K - $36.3K
|
1.44K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-244- 37.89% |
$32.2K - $36.6K
|
400
$102K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-246- 1.52% |
$32.5K - $36.9K
|
16K
$4.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-249- 2.94% |
$32.9K - $37.3K
|
8.21K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-250- 14.13% |
$33K - $37.5K
|
1.52K
$388K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-250- 1.53% |
$33K - $37.5K
|
16K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-254- 13.05% |
$33.5K - $38.1K
|
1.69K
$433K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-255- 3.76% |
$33.7K - $38.2K
|
6.53K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-258- 10.71% |
$34.1K - $38.7K
|
2.15K
$550K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-260- 3.21% |
$34.3K - $39K
|
7.84K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-264- 7.21% |
$34.9K - $39.6K
|
3.4K
$868K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-265- 1.49% |
$35K - $39.7K
|
17.5K
$4.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-269- 1.99% |
$35.5K - $40.3K
|
13.3K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-273- 1.75% |
$36.1K - $40.9K
|
15.3K
$3.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-274- 3.5% |
$36.2K - $41.1K
|
7.55K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-275- 1.45% |
$36.3K - $41.2K
|
18.7K
$4.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-276- 8.25% |
$36.5K - $41.4K
|
3.07K
$785K
|