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 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 11.68% |
$266K - $302K
|
15.2K
$3.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.02K- 2.95% |
$267K - $303K
|
66.4K
$14.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-2.04K- 20.11% |
$270K - $306K
|
8.12K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.09K- 1.54% |
$276K - $313K
|
133K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.1K- 4.41% |
$277K - $314K
|
45.5K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.1K- 2.93% |
$277K - $314K
|
69.5K
$15.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.14K- 5.36% |
$282K - $320K
|
37.7K
$8.43M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.15K- 57.06% |
$284K - $322K
|
1.62K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2.19K- 3.89% |
$290K - $328K
|
54.2K
$12.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-2.2K- 13.29% |
$291K - $330K
|
14.4K
$3.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.27K- 0.87% |
$300K - $340K
|
257K
$57.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.27K- 2.8% |
$300K - $340K
|
78.8K
$17.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.3K- 8.21% |
$303K - $344K
|
25.7K
$5.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 34.08% |
$310K - $351K
|
4.53K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.34K- 35.7% |
$310K - $351K
|
4.22K
$943K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.35K- 8.05% |
$311K - $352K
|
26.9K
$6M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.37K- 2.44% |
$314K - $356K
|
94.9K
$21.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.4K- 16.66% |
$317K - $359K
|
12K
$2.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.4K- 35.93% |
$317K - $360K
|
4.28K
$955K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.48K- 6.42% |
$327K - $371K
|
36.1K
$8.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.52K- 1.71% |
$333K - $378K
|
145K
$32.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.54K- 12.62% |
$335K - $380K
|
17.6K
$3.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.54K- 33.03% |
$335K - $380K
|
5.15K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.57K- 5.3% |
$339K - $385K
|
45.9K
$10.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-2.6K- 9.47% |
$344K - $390K
|
24.9K
$5.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.67K- 1.74% |
$353K - $400K
|
151K
$33.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.74K- 13.12% |
$361K - $410K
|
18.1K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-2.8K- 53.85% |
$370K - $420K
|
2.4K
$536K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.83K- 37.17% |
$373K - $423K
|
4.78K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.88K- 0.51% |
$380K - $432K
|
559K
$125M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.9K- 3.95% |
$383K - $435K
|
70.5K
$15.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.91K- 27.2% |
$384K - $436K
|
7.79K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.95K- 17.29% |
$390K - $442K
|
14.1K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.96K- 2.16% |
$391K - $443K
|
134K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.97K- 1.03% |
$392K - $445K
|
285K
$63.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.08K- 1.52% |
$407K - $462K
|
200K
$44.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.12K- 14.14% |
$411K - $467K
|
18.9K
$4.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 5.96% |
$414K - $470K
|
49.4K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.14K- 2.41% |
$415K - $471K
|
127K
$28.5M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-3.16K- 2.85% |
$418K - $474K
|
108K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.21K- 18.05% |
$424K - $481K
|
14.6K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.23K- 5.62% |
$426K - $483K
|
54.2K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-3.24K- 68.04% |
$428K - $486K
|
1.52K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.25K- 25.94% |
$429K - $487K
|
9.28K
$2.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.31K- 9.03% |
$437K - $495K
|
33.3K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.32K- 24.68% |
$439K - $497K
|
10.1K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.42K- 16.13% |
$451K - $512K
|
17.8K
$3.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.5K- 32.44% |
$462K - $524K
|
7.28K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.5K- 0.33% |
$462K - $524K
|
1.05M
$235M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.53K- 1.93% |
$467K - $529K
|
179K
$40M
|