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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
6.2K+ 34.18% |
$845K - $1.02M
|
24.3K
$5.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.17K+ 87.42% |
$841K - $1.02M
|
13.2K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.09K+ 50.83% |
$830K - $1M
|
18.1K
$4.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.06K+ 47.73% |
$827K - $999K
|
18.8K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
6K+ 127.66% |
$818K - $988K
|
10.7K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.88KNew |
$802K - $969K
|
5.88K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.85K+ 1.93% |
$798K - $964K
|
308K
$68.9M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
5.84KNew |
$797K - $962K
|
5.84K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.84KNew |
$797K - $962K
|
5.84K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
5.79K+ 47.45% |
$789K - $953K
|
18K
$4.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.78KNew |
$789K - $953K
|
5.78K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 26.14% |
$787K - $951K
|
27.9K
$6.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.76K+ 66.82% |
$786K - $949K
|
14.4K
$3.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.74KNew |
$783K - $946K
|
5.74K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.69K+ 16.83% |
$776K - $938K
|
39.5K
$8.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.68K+ 106.85% |
$774K - $935K
|
11K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.67KNew |
$774K - $935K
|
5.67K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
5.55K+ 11.27% |
$757K - $914K
|
54.8K
$12.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
5.53K+ 11.65% |
$753K - $910K
|
53K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.49KNew |
$748K - $904K
|
5.49K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.42K+ 354.85% |
$738K - $892K
|
6.94K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.29K+ 1.62% |
$721K - $871K
|
331K
$74M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.26K+ 13.07% |
$717K - $866K
|
45.5K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.2KNew |
$709K - $856K
|
5.2K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.16KNew |
$703K - $849K
|
5.16K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.13KNew |
$699K - $844K
|
5.13K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.11K+ 3.4% |
$696K - $841K
|
155K
$34.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
5.1K+ 5.53% |
$696K - $840K
|
97.3K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.1KNew |
$695K - $840K
|
5.1K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.08K+ 65.18% |
$692K - $836K
|
12.9K
$2.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.04KNew |
$687K - $829K
|
5.04K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
5K+ 7.91% |
$682K - $824K
|
68.2K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.95K+ 25.44% |
$675K - $815K
|
24.4K
$5.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.78K+ 1.71% |
$651K - $786K
|
284K
$63.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.77KNew |
$651K - $786K
|
4.77K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.69K+ 32.26% |
$640K - $773K
|
19.2K
$4.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.65KNew |
$635K - $766K
|
4.65K
$1.04M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.65KNew |
$634K - $765K
|
4.65K
$1.04M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.56K+ 11.07% |
$622K - $751K
|
45.7K
$10.2M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
4.46KNew |
$608K - $734K
|
4.46K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.42K+ 146.58% |
$603K - $728K
|
7.44K
$1.66M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.41KNew |
$602K - $727K
|
4.41K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.39KNew |
$599K - $723K
|
4.39K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.37K+ 3.11% |
$596K - $719K
|
145K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.35K+ 4.95% |
$593K - $716K
|
92.1K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.29K+ 22.63% |
$585K - $707K
|
23.2K
$5.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.21K+ 39.62% |
$574K - $693K
|
14.8K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.18K+ 4.37% |
$570K - $689K
|
99.8K
$22.3M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.18K+ 56.64% |
$570K - $689K
|
11.6K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.13KNew |
$563K - $679K
|
4.13K
$921K
|