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 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
9.5K+ 2.61% |
$1.3M - $1.56M
|
373K
$83.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
9.4KNew |
$1.28M - $1.55M
|
9.4K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.37K+ 137.44% |
$1.28M - $1.54M
|
16.2K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.2KNew |
$1.26M - $1.52M
|
9.2K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9.11KNew |
$1.24M - $1.5M
|
9.11K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
9.1KNew |
$1.24M - $1.5M
|
9.1K
$2.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.08K+ 171.51% |
$1.24M - $1.5M
|
14.4K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.94K+ 2.35% |
$1.22M - $1.47M
|
389K
$86.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
8.81KNew |
$1.2M - $1.45M
|
8.81K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.78KNew |
$1.2M - $1.45M
|
8.78K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.76KNew |
$1.19M - $1.44M
|
8.76K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
8.6K+ 7.61% |
$1.17M - $1.42M
|
122K
$27.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.5K+ 28.96% |
$1.16M - $1.4M
|
37.9K
$8.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
8.44KNew |
$1.15M - $1.39M
|
8.44K
$1.88M
|
|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
8.39KNew |
$1.14M - $1.38M
|
8.39K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
8.35KNew |
$1.14M - $1.37M
|
8.35K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.31KNew |
$1.13M - $1.37M
|
8.31K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
8.31K+ 1134.84% |
$1.13M - $1.37M
|
9.04K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.25K+ 11.61% |
$1.12M - $1.36M
|
79.3K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.2K+ 3.45% |
$1.12M - $1.35M
|
246K
$54.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
8.16KNew |
$1.11M - $1.34M
|
8.16K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.12K+ 44.38% |
$1.11M - $1.34M
|
26.4K
$5.9M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.11K+ 33.3% |
$1.11M - $1.34M
|
32.5K
$7.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.04KNew |
$1.1M - $1.32M
|
8.04K
$1.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.02K+ 122.94% |
$1.09M - $1.32M
|
14.6K
$3.25M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
8.02KNew |
$1.09M - $1.32M
|
8.02K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
7.84K+ 5.98% |
$1.07M - $1.29M
|
139K
$31M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7.7K+ 47.98% |
$1.05M - $1.27M
|
23.8K
$5.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
7.56KNew |
$1.03M - $1.25M
|
7.56K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.48K+ 6.28% |
$1.02M - $1.23M
|
127K
$28.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
7.15K+ 5.76% |
$974K - $1.18M
|
131K
$29.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.1KNew |
$969K - $1.17M
|
7.1K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.08K+ 223.34% |
$966K - $1.17M
|
10.3K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.01K+ 200.51% |
$957K - $1.16M
|
10.5K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
7KNew |
$955K - $1.15M
|
7K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.96KNew |
$949K - $1.15M
|
6.96K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.92K+ 2.73% |
$944K - $1.14M
|
260K
$58.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.9K+ 16.32% |
$940K - $1.14M
|
49.1K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.89K+ 4.53% |
$940K - $1.14M
|
159K
$35.5M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.82KNew |
$931K - $1.12M
|
6.82K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.66K+ 25.13% |
$908K - $1.1M
|
33.2K
$7.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.54K+ 17.6% |
$892K - $1.08M
|
43.7K
$9.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6.53K+ 1.41% |
$890K - $1.08M
|
469K
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
6.52K+ 104.27% |
$889K - $1.07M
|
12.8K
$2.85M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.41KNew |
$874K - $1.06M
|
6.41K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
6.38K+ 9.34% |
$870K - $1.05M
|
74.7K
$16.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.35K+ 34.97% |
$866K - $1.05M
|
24.5K
$5.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.33KNew |
$863K - $1.04M
|
6.33K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.26K+ 57.47% |
$854K - $1.03M
|
17.1K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
6.23KNew |
$849K - $1.03M
|
6.23K
$1.39M
|