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 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-400- 2.94% |
$52.8K - $59.9K
|
13.2K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-400- 13.11% |
$52.8K - $59.9K
|
2.65K
$599K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-402- 1.45% |
$53.1K - $60.2K
|
27.4K
$6.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-403- 0.65% |
$53.2K - $60.4K
|
61.9K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-404- 2.3% |
$53.4K - $60.5K
|
17.2K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-407- 3.66% |
$53.8K - $61K
|
10.7K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-408- 11.75% |
$53.9K - $61.1K
|
3.07K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-410- 2.3% |
$54.2K - $61.4K
|
17.4K
$3.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-420- 1.94% |
$55.5K - $62.9K
|
21.2K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-420- 2.04% |
$55.5K - $62.9K
|
20.2K
$4.56M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-422- 0.2% |
$55.7K - $63.2K
|
212K
$47.8M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-424- 20.59% |
$56K - $63.5K
|
1.64K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-427- 2.87% |
$56.4K - $64K
|
14.4K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-427- 0.79% |
$56.4K - $64K
|
53.4K
$12.1M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-430- 10.94% |
$56.8K - $64.4K
|
3.5K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-430- 8.84% |
$56.8K - $64.4K
|
4.44K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-431- 6.38% |
$56.9K - $64.6K
|
6.32K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-437- 20.68% |
$57.7K - $65.5K
|
1.68K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-438- 5.16% |
$57.9K - $65.6K
|
8.05K
$1.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-438- 8.98% |
$57.9K - $65.6K
|
4.44K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-438- 5.03% |
$57.9K - $65.6K
|
8.27K
$1.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-441- 10.2% |
$58.2K - $66.1K
|
3.88K
$878K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-443- 5.6% |
$58.5K - $66.4K
|
7.47K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-444- 5.15% |
$58.6K - $66.5K
|
8.17K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-446- 8.13% |
$58.9K - $66.8K
|
5.04K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-447- 6.54% |
$59K - $67K
|
6.39K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-452- 0.54% |
$59.7K - $67.7K
|
83.2K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-461- 10.95% |
$60.9K - $69.1K
|
3.75K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-463- 0.87% |
$61.2K - $69.4K
|
52.7K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-464- 0.95% |
$61.3K - $69.5K
|
48.2K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-465- 5.28% |
$61.4K - $69.7K
|
8.34K
$1.89M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-468- 19.42% |
$61.8K - $70.1K
|
1.94K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-477- 8.79% |
$63K - $71.5K
|
4.95K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-480- 3.5% |
$63.4K - $71.9K
|
13.2K
$2.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-482- 2.25% |
$63.7K - $72.2K
|
21K
$4.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-483- 24.68% |
$63.8K - $72.4K
|
1.47K
$333K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-490- 6.71% |
$64.7K - $73.4K
|
6.81K
$1.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-491- 9.69% |
$64.9K - $73.6K
|
4.58K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-491- 13.5% |
$64.9K - $73.6K
|
3.15K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-494- 1.27% |
$65.2K - $74K
|
38.4K
$8.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-499- 1.32% |
$65.9K - $74.8K
|
37.2K
$8.41M
|
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 52.69% |
$66K - $74.9K
|
449
$101K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-500- 7.91% |
$66K - $74.9K
|
5.82K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-500- 10.66% |
$66K - $74.9K
|
4.19K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-500- 12.46% |
$66K - $74.9K
|
3.51K
$794K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-501- 7.87% |
$66.2K - $75.1K
|
5.87K
$1.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-502- 2.01% |
$66.3K - $75.2K
|
24.4K
$5.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-503- 1.23% |
$66.4K - $75.4K
|
40.2K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-504- 1.01% |
$66.6K - $75.5K
|
49.3K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-512- 18.07% |
$67.6K - $76.7K
|
2.32K
$525K
|