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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.52KNew |
$343K - $414K
|
2.52K
$562K
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.5KNew |
$341K - $412K
|
2.5K
$558K
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.49KNew |
$339K - $409K
|
2.49K
$555K
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.47KNew |
$337K - $407K
|
2.47K
$552K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.46KNew |
$335K - $405K
|
2.46K
$549K
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.43KNew |
$332K - $401K
|
2.43K
$543K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.43KNew |
$331K - $399K
|
2.43K
$541K
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.42KNew |
$330K - $398K
|
2.42K
$540K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.42KNew |
$329K - $398K
|
2.42K
$539K
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.42KNew |
$329K - $398K
|
2.42K
$539K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.41KNew |
$329K - $397K
|
2.41K
$538K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.37K+ 56.85% |
$323K - $390K
|
6.54K
$1.46M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.32K+ 41.94% |
$317K - $382K
|
7.86K
$1.75M
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.31K+ 2.18% |
$315K - $380K
|
109K
$24.2M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.3K+ 3.82% |
$313K - $378K
|
62.5K
$13.9M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 153.43% |
$311K - $376K
|
3.77K
$841K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.26KNew |
$308K - $372K
|
2.26K
$504K
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.25K+ 42.25% |
$307K - $371K
|
7.58K
$1.69M
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 48.96% |
$305K - $369K
|
6.82K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.22K+ 22.91% |
$303K - $366K
|
11.9K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.2KNew |
$299K - $362K
|
2.2K
$490K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.19K+ 91.26% |
$299K - $361K
|
4.6K
$1.03M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.18KNew |
$298K - $359K
|
2.18K
$487K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 108.2% |
$297K - $359K
|
4.19K
$936K
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.17KNew |
$296K - $357K
|
2.17K
$484K
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.17KNew |
$295K - $357K
|
2.17K
$483K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.15K+ 36.42% |
$293K - $354K
|
8.04K
$1.8M
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
2.14K+ 10.1% |
$292K - $352K
|
23.3K
$5.21M
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.14K+ 0.43% |
$292K - $352K
|
499K
$111M
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.14K+ 1.87% |
$292K - $352K
|
116K
$26M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.12K+ 2.64% |
$289K - $349K
|
82.4K
$18.4M
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.12KNew |
$289K - $349K
|
2.12K
$473K
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.11K+ 10.93% |
$287K - $347K
|
21.4K
$4.77M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
$285K - $345K
|
2.09K
$467K
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.08KNew |
$283K - $342K
|
2.08K
$463K
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.06KNew |
$281K - $339K
|
2.06K
$459K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.05K+ 2.81% |
$279K - $337K
|
75K
$16.7M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.04KNew |
$278K - $335K
|
2.04K
$455K
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.02KNew |
$275K - $332K
|
2.02K
$450K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2KNew |
$273K - $329K
|
2K
$447K
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2KNew |
$272K - $329K
|
2K
$446K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.99K+ 13.38% |
$271K - $327K
|
16.8K
$3.76M
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.98KNew |
$270K - $327K
|
1.98K
$443K
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.97KNew |
$268K - $324K
|
1.97K
$439K
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.97KNew |
$268K - $324K
|
1.97K
$439K
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.96K+ 0.38% |
$268K - $323K
|
515K
$115M
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.96K+ 26.92% |
$267K - $323K
|
9.24K
$2.06M
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.91KNew |
$260K - $314K
|
1.91K
$426K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.91KNew |
$260K - $314K
|
1.91K
$426K
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.91KNew |
$260K - $314K
|
1.91K
$425K
|