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 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.12K+ 1.11% |
$562K - $679K
|
376K
$84M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.09K+ 13.93% |
$557K - $673K
|
33.4K
$7.46M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.08K+ 38.45% |
$556K - $671K
|
14.7K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.06K+ 0.32% |
$554K - $669K
|
1.26M
$282M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.06KNew |
$553K - $668K
|
4.06K
$906K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
4.06K+ 17.39% |
$553K - $668K
|
27.4K
$6.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.05KNew |
$553K - $668K
|
4.05K
$905K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.02K+ 46.53% |
$549K - $663K
|
12.7K
$2.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.98KNew |
$543K - $656K
|
3.98K
$889K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.97K+ 17.16% |
$541K - $654K
|
27.1K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.97K+ 4.77% |
$541K - $653K
|
87.1K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.96K+ 27.14% |
$540K - $653K
|
18.6K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.93K+ 93.06% |
$536K - $647K
|
8.15K
$1.82M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.9KNew |
$532K - $642K
|
3.9K
$870K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.87K+ 193.6% |
$528K - $638K
|
5.87K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.86K+ 16.36% |
$527K - $636K
|
27.5K
$6.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.84K+ 1.96% |
$524K - $633K
|
200K
$44.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.84KNew |
$523K - $632K
|
3.84K
$856K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.8K+ 3.44% |
$518K - $626K
|
114K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.79KNew |
$516K - $624K
|
3.79K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.73K+ 38.19% |
$509K - $614K
|
13.5K
$3.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.7KNew |
$505K - $610K
|
3.7K
$827K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.69K+ 15.44% |
$504K - $608K
|
27.6K
$6.16M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.69K+ 1.95% |
$503K - $607K
|
193K
$43M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.68KNew |
$501K - $605K
|
3.68K
$820K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.67K+ 64.75% |
$500K - $604K
|
9.33K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.63K+ 1.59% |
$495K - $598K
|
231K
$51.7M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.62K+ 232.9% |
$493K - $596K
|
5.17K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.61K+ 29.66% |
$493K - $595K
|
15.8K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.59KNew |
$489K - $591K
|
3.59K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54KNew |
$483K - $583K
|
3.54K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.54K+ 4.65% |
$482K - $583K
|
79.5K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.48KNew |
$474K - $573K
|
3.48K
$776K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$466K - $563K
|
3.42K
$764K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.38K+ 6.79% |
$461K - $557K
|
53.2K
$11.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.38KNew |
$460K - $556K
|
3.38K
$754K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.37K+ 13.09% |
$459K - $554K
|
29.1K
$6.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.36KNew |
$458K - $553K
|
3.36K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.35K+ 0.73% |
$457K - $552K
|
463K
$103M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.34KNew |
$455K - $549K
|
3.34K
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.33K+ 3.11% |
$454K - $548K
|
110K
$24.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.31KNew |
$452K - $546K
|
3.31K
$739K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.31K+ 6.95% |
$451K - $545K
|
50.9K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.3KNew |
$450K - $543K
|
3.3K
$737K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.29KNew |
$449K - $542K
|
3.29K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.28KNew |
$447K - $540K
|
3.28K
$732K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.27K+ 65.73% |
$446K - $538K
|
8.24K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.26KNew |
$445K - $537K
|
3.26K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.23K+ 20.56% |
$440K - $532K
|
18.9K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.23KNew |
$440K - $532K
|
3.23K
$720K
|