Purchases and Sales Made in Q4 2023 in Becton Dickinson & CO (BDX)
This table provides information about the institutional ownership of Becton Dickinson & CO (BDX) during Q4 2023. The information is specifically focused on institutions that hold shares of BECTON DICKINSON & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
65New |
$15.1K - $17.4K
|
65
$11.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
65+ 0.08% |
$15.1K - $17.4K
|
80K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
64+ 6.58% |
$14.9K - $17.1K
|
1.04K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
64+ 1.19% |
$14.9K - $17.1K
|
5.45K
$956K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
64+ 0.97% |
$14.9K - $17.1K
|
6.65K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
62+ 6.52% |
$14.4K - $16.6K
|
1.01K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
60+ 2.74% |
$13.9K - $16K
|
2.25K
$394K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
60+ 6.36% |
$13.9K - $16K
|
1K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
60+ 3.02% |
$13.9K - $16K
|
2.05K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
60+ 3.45% |
$13.9K - $16K
|
1.8K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
59New |
$13.7K - $15.8K
|
59
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
59+ 5.02% |
$13.7K - $15.8K
|
1.23K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
59+ 0.68% |
$13.7K - $15.8K
|
8.7K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
57+ 0.55% |
$13.2K - $15.2K
|
10.4K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57+ 0.35% |
$13.2K - $15.2K
|
16.4K
$2.88M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
52New |
$12.1K - $13.9K
|
52
$9.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
51+ 2.34% |
$11.8K - $13.6K
|
2.24K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 0.62% |
$11.6K - $13.4K
|
8.15K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
50+ 0.3% |
$11.6K - $13.4K
|
16.6K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 1.26% |
$11.4K - $13.1K
|
3.95K
$693K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49New |
$11.4K - $13.1K
|
49
$8.6K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
48+ 3.5% |
$11.1K - $12.8K
|
1.42K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
48+ 3.15% |
$11.1K - $12.8K
|
1.57K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
48+ 6.0% |
$11.1K - $12.8K
|
848
$149K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
46+ 0.74% |
$10.7K - $12.3K
|
6.3K
$1.11M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
45+ 2.69% |
$10.5K - $12K
|
1.72K
$301K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
44New |
$10.2K - $11.8K
|
44
$7.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
43New |
$9.99K - $11.5K
|
43
$7.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
41New |
$9.52K - $11K
|
41
$7.2K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
41New |
$9.52K - $11K
|
41
$7.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
40+ 1.86% |
$9.29K - $10.7K
|
2.19K
$384K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
40+ 1.47% |
$9.29K - $10.7K
|
2.76K
$484K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
39+ 0.06% |
$9.06K - $10.4K
|
68.6K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
38+ 9.92% |
$8.83K - $10.2K
|
421
$73.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
38+ 2.01% |
$8.83K - $10.2K
|
1.93K
$338K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
38New |
$8.83K - $10.2K
|
38
$6.67K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37+ 29.37% |
$8.59K - $9.89K
|
163
$28.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
37+ 0.08% |
$8.59K - $9.89K
|
47.5K
$8.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
37+ 4.2% |
$8.59K - $9.89K
|
917
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$8.36K - $9.62K
|
36
$6.32K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 3.56% |
$8.13K - $9.35K
|
1.02K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
35+ 0.03% |
$8.13K - $9.35K
|
128K
$22.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
34+ 1.25% |
$7.9K - $9.09K
|
2.75K
$482K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
34+ 2.21% |
$7.9K - $9.09K
|
1.58K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33+ 2.69% |
$7.66K - $8.82K
|
1.26K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
31+ 25.62% |
$7.2K - $8.28K
|
152
$26.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 26.32% |
$6.97K - $8.02K
|
144
$25.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 9.65% |
$6.97K - $8.02K
|
341
$59.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
29+ 1.1% |
$6.73K - $7.75K
|
2.66K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
29New |
$6.73K - $7.75K
|
29
$5.09K
|