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 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.64KNew |
$216K - $245K
|
1.64K
$366K
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
1.63K+ 20.97% |
$215K - $243K
|
9.38K
$2.09M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.62KNew |
$214K - $243K
|
1.62K
$362K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.6K+ 8400.0% |
$211K - $239K
|
1.62K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.6K+ 3.08% |
$211K - $239K
|
53.3K
$11.9M
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.59KNew |
$210K - $238K
|
1.59K
$355K
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.59K+ 23.91% |
$209K - $238K
|
8.22K
$1.83M
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.58K+ 42.0% |
$208K - $236K
|
5.33K
$1.19M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.58K+ 10.86% |
$208K - $236K
|
16.1K
$3.59M
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$208K - $236K
|
1.58K
$352K
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.56K+ 47.35% |
$207K - $234K
|
4.87K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.56K+ 35.16% |
$206K - $234K
|
6K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.55KNew |
$205K - $233K
|
1.55K
$347K
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
1.55K+ 1.39% |
$205K - $232K
|
113K
$25.3M
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.55K+ 41.0% |
$204K - $231K
|
5.31K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.54K+ 51.48% |
$204K - $231K
|
4.54K
$1.01M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$202K - $229K
|
1.53K
$341K
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.53KNew |
$202K - $229K
|
1.53K
$341K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.51KNew |
$199K - $226K
|
1.51K
$337K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.5K+ 14.33% |
$198K - $225K
|
12K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$198K - $225K
|
1.5K
$335K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.49K+ 36.89% |
$197K - $224K
|
5.54K
$1.24M
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.49KNew |
$197K - $224K
|
1.49K
$333K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.49K+ 4.08% |
$197K - $223K
|
37.9K
$8.47M
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.48KNew |
$195K - $222K
|
1.48K
$330K
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1.48KNew |
$195K - $221K
|
1.48K
$330K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.47K+ 12.03% |
$194K - $221K
|
13.7K
$3.06M
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$194K - $221K
|
1.47K
$329K
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.47KNew |
$194K - $220K
|
1.47K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.47K+ 1.04% |
$194K - $220K
|
143K
$31.9M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.47KNew |
$194K - $220K
|
1.47K
$328K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.47KNew |
$194K - $220K
|
1.47K
$327K
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.46KNew |
$193K - $219K
|
1.46K
$326K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.46KNew |
$193K - $219K
|
1.46K
$326K
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.46KNew |
$193K - $219K
|
1.46K
$326K
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.46K+ 4.56% |
$193K - $218K
|
33.5K
$7.47M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.46KNew |
$192K - $218K
|
1.46K
$325K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 77.12% |
$192K - $218K
|
3.34K
$747K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.45K+ 2.56% |
$192K - $218K
|
58.2K
$13M
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
1.45KNew |
$191K - $217K
|
1.45K
$324K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.45K+ 2.67% |
$191K - $217K
|
55.7K
$12.4M
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$191K - $216K
|
1.44K
$322K
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.44KNew |
$191K - $216K
|
1.44K
$322K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.44K+ 6.16% |
$190K - $216K
|
24.9K
$5.55M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.44KNew |
$190K - $216K
|
1.44K
$321K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
1.44KNew |
$190K - $215K
|
1.44K
$321K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.43K+ 12.48% |
$189K - $214K
|
12.9K
$2.87M
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.43K+ 5.09% |
$189K - $214K
|
29.5K
$6.58M
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.43KNew |
$188K - $214K
|
1.43K
$319K
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.42K+ 9.73% |
$188K - $213K
|
16K
$3.57M
|