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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.23K- 2.69% |
$168K - $203K
|
44.7K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 11.88% |
$169K - $204K
|
9.2K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.24K- 5.34% |
$169K - $205K
|
22K
$5.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.25K- 2.44% |
$170K - $206K
|
49.9K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.27K- 2.57% |
$173K - $209K
|
48.1K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.27K- 43.48% |
$173K - $209K
|
1.65K
$422K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.28K- 5.61% |
$174K - $210K
|
21.4K
$5.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.28K- 7.83% |
$174K - $210K
|
15K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.3K- 16.44% |
$177K - $213K
|
6.59K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.3K- 24.63% |
$177K - $214K
|
3.97K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-1.34K- 5.71% |
$182K - $220K
|
22.1K
$5.65M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.36K- 4.06% |
$185K - $224K
|
32.1K
$8.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.37K- 33.16% |
$186K - $225K
|
2.75K
$704K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 17.15% |
$187K - $226K
|
6.62K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1.37K- 5.55% |
$187K - $226K
|
23.3K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.4K- 20.87% |
$191K - $231K
|
5.31K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.4K- 19.97% |
$191K - $231K
|
5.61K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.41K- 10.88% |
$192K - $232K
|
11.6K
$2.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.42K- 6.48% |
$193K - $233K
|
20.4K
$5.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-1.42K- 1.87% |
$194K - $234K
|
74.4K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.44K- 0.62% |
$196K - $237K
|
232K
$59.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.44K- 12.8% |
$196K - $237K
|
9.81K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.44K- 6.02% |
$197K - $237K
|
22.5K
$5.75M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.48K- 1.11% |
$201K - $243K
|
132K
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.48K- 0.31% |
$202K - $244K
|
477K
$122M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 10.05% |
$203K - $245K
|
13.3K
$3.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.5K- 5.03% |
$204K - $247K
|
28.3K
$7.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.52K- 35.43% |
$207K - $250K
|
2.76K
$706K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.53K- 11.5% |
$208K - $251K
|
11.7K
$3M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.56K- 29.23% |
$212K - $256K
|
3.76K
$962K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.56K- 0.86% |
$212K - $256K
|
179K
$45.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 47.98% |
$212K - $257K
|
1.69K
$432K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.56K- 6.79% |
$212K - $257K
|
21.4K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.56K- 1.18% |
$212K - $257K
|
130K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.56K- 35.32% |
$213K - $258K
|
2.86K
$732K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.58K- 2.99% |
$215K - $260K
|
51.2K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.58K- 15.93% |
$216K - $260K
|
8.34K
$2.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.62K- 38.59% |
$221K - $266K
|
2.57K
$658K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.63K- 2.39% |
$222K - $268K
|
66.7K
$17.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.64K- 47.05% |
$224K - $270K
|
1.85K
$472K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.65K- 12.72% |
$224K - $271K
|
11.3K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.65K- 7.67% |
$225K - $272K
|
19.8K
$5.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.68K- 21.14% |
$229K - $276K
|
6.25K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.69K- 1.29% |
$230K - $278K
|
129K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.69K- 33.63% |
$231K - $279K
|
3.34K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.7K- 4.21% |
$232K - $281K
|
38.8K
$9.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.72K- 44.44% |
$235K - $284K
|
2.15K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.73K- 4.97% |
$236K - $285K
|
33.1K
$8.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.73K- 18.49% |
$236K - $285K
|
7.64K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.74K- 2.58% |
$238K - $287K
|
65.8K
$16.8M
|