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 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-512- 18.07% |
$67.6K - $76.7K
|
2.32K
$593K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-517- 1.5% |
$68.3K - $77.5K
|
34.1K
$8.71M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-521- 26.21% |
$68.8K - $78.1K
|
1.47K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-525- 5.91% |
$69.3K - $78.7K
|
8.36K
$2.14M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-534- 3.7% |
$70.5K - $80K
|
13.9K
$3.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-535- 23.37% |
$70.7K - $80.2K
|
1.75K
$448K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-540- 6.38% |
$71.3K - $80.9K
|
7.93K
$2.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-545- 9.74% |
$72K - $81.7K
|
5.05K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-546- 2.46% |
$72.1K - $81.8K
|
21.7K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-553- 5.34% |
$73K - $82.9K
|
9.8K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-556- 3.24% |
$73.4K - $83.3K
|
16.6K
$4.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-560- 8.2% |
$74K - $83.9K
|
6.27K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-564- 15.81% |
$74.5K - $84.5K
|
3K
$768K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-564- 6.03% |
$74.5K - $84.5K
|
8.79K
$2.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-565- 2.71% |
$74.6K - $84.7K
|
20.2K
$5.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-568- 11.99% |
$75K - $85.1K
|
4.17K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-585- 3.13% |
$77.3K - $87.7K
|
18.1K
$4.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-587- 26.42% |
$77.5K - $88K
|
1.64K
$418K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-590- 6.41% |
$77.9K - $88.4K
|
8.61K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-590- 3.67% |
$77.9K - $88.4K
|
15.5K
$3.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-597- 9.17% |
$78.9K - $89.4K
|
5.91K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-597- 18.71% |
$78.9K - $89.4K
|
2.59K
$663K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-600- 6.48% |
$79.2K - $89.9K
|
8.66K
$2.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 6.38% |
$79.2K - $89.9K
|
8.8K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-600- 26.14% |
$79.2K - $89.9K
|
1.7K
$433K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-605- 0.66% |
$79.9K - $90.6K
|
90.8K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-606- 2.3% |
$80K - $90.8K
|
25.7K
$6.58M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-617- 3.49% |
$81.5K - $92.4K
|
17.1K
$4.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-620- 5.71% |
$81.9K - $92.9K
|
10.2K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-628- 3.17% |
$82.9K - $94.1K
|
19.2K
$4.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-641- 0.96% |
$84.7K - $96K
|
65.9K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-643- 8.41% |
$84.9K - $96.3K
|
7K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-644- 16.27% |
$85.1K - $96.5K
|
3.32K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-650- 1.84% |
$85.9K - $97.4K
|
34.7K
$8.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-656- 0.85% |
$86.6K - $98.3K
|
76.7K
$19.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-659- 10.23% |
$87K - $98.7K
|
5.78K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-664- 4.9% |
$87.7K - $99.5K
|
12.9K
$3.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-664- 6.29% |
$87.7K - $99.5K
|
9.89K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-670- 1.41% |
$88.5K - $100K
|
46.8K
$12M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-684- 7.92% |
$90.3K - $102K
|
7.95K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-686- 4.0% |
$90.6K - $103K
|
16.5K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-688- 1.01% |
$90.9K - $103K
|
67.6K
$17.3M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-689- 12.5% |
$91K - $103K
|
4.82K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-692- 2.99% |
$91.4K - $104K
|
22.4K
$5.73M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-692- 10.33% |
$91.4K - $104K
|
6.01K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-699- 6.65% |
$92.3K - $105K
|
9.82K
$2.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-711- 1.71% |
$93.9K - $107K
|
40.9K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-718- 11.95% |
$94.8K - $108K
|
5.29K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-722- 20.84% |
$95.4K - $108K
|
2.74K
$701K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-723- 5.38% |
$95.5K - $108K
|
12.7K
$3.25M
|