Purchases and Sales Made in Q4 2023 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
57+ 12.75% |
$7.77K - $9.39K
|
504
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
56+ 1.57% |
$7.64K - $9.22K
|
3.63K
$821K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56+ 6.17% |
$7.64K - $9.22K
|
964
$218K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
56+ 1.57% |
$7.64K - $9.22K
|
3.63K
$821K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
55+ 3.06% |
$7.5K - $9.06K
|
1.85K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
55+ 2.82% |
$7.5K - $9.06K
|
2.01K
$454K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
54+ 3.26% |
$7.36K - $8.89K
|
1.71K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
54+ 1.39% |
$7.36K - $8.89K
|
3.94K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
54+ 360.0% |
$7.36K - $8.89K
|
69
$15.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
53+ 2.77% |
$7.23K - $8.73K
|
1.97K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
52+ 2.36% |
$7.09K - $8.56K
|
2.26K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
51+ 0.57% |
$6.96K - $8.4K
|
9.07K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 2500.0% |
$6.82K - $8.24K
|
52
$11.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.66% |
$6.82K - $8.24K
|
7.67K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
50+ 3.01% |
$6.82K - $8.24K
|
1.71K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
50+ 0.34% |
$6.82K - $8.24K
|
14.5K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 0.27% |
$6.82K - $8.24K
|
18.6K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 0.53% |
$6.82K - $8.24K
|
9.42K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
50+ 111.11% |
$6.82K - $8.24K
|
95
$21.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
49+ 1.47% |
$6.68K - $8.07K
|
3.38K
$764K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
46+ 2.15% |
$6.27K - $7.58K
|
2.18K
$493K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.07% |
$6.27K - $7.58K
|
4.34K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
46+ 52.87% |
$6.27K - $7.58K
|
133
$30.1K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
46New |
$6.27K - $7.58K
|
46
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
45+ 3.92% |
$6.14K - $7.41K
|
1.19K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
44+ 1.9% |
$6K - $7.25K
|
2.35K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
44+ 0.37% |
$6K - $7.25K
|
12K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
44+ 1.47% |
$6K - $7.25K
|
3.03K
$686K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
43+ 0.34% |
$5.86K - $7.08K
|
12.7K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
43+ 1.86% |
$5.86K - $7.08K
|
2.35K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
43+ 1.67% |
$5.86K - $7.08K
|
2.62K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43+ 0.18% |
$5.86K - $7.08K
|
23.5K
$5.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
42+ 0.17% |
$5.73K - $6.92K
|
24.6K
$5.55M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
42+ 0.17% |
$5.73K - $6.92K
|
24.6K
$5.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
41+ 2.7% |
$5.59K - $6.75K
|
1.56K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
41+ 2.3% |
$5.59K - $6.75K
|
1.82K
$412K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
41+ 2.73% |
$5.59K - $6.75K
|
1.54K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
41+ 1.7% |
$5.59K - $6.75K
|
2.45K
$553K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
40+ 0.41% |
$5.46K - $6.59K
|
9.83K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
40New |
$5.46K - $6.59K
|
40
$9.04K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
39+ 1.31% |
$5.32K - $6.42K
|
3.02K
$683K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
39+ 1.28% |
$5.32K - $6.42K
|
3.08K
$697K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
37+ 0.71% |
$5.05K - $6.09K
|
5.22K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
37+ 2.59% |
$5.05K - $6.09K
|
1.46K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 5.07% |
$5.05K - $6.09K
|
767
$173K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
36New |
$4.91K - $5.93K
|
36
$8.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
36+ 0.81% |
$4.91K - $5.93K
|
4.49K
$1.02M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
35New |
$4.77K - $5.76K
|
35
$7.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
35+ 1.4% |
$4.77K - $5.76K
|
2.53K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.64% |
$4.77K - $5.76K
|
5.48K
$1.24M
|