Latest Institutional Purchases of Bristol Myers Squibb CO (BMY)
This list provides information on the latest institutional transactions involving Bristol Myers Squibb CO (BMY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.59KNew |
$433K - $491K
|
6.59K
$368K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.02KNew |
$396K - $449K
|
6.02K
$336K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.87KNew |
$386K - $438K
|
5.87K
$328K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
5K+ 500.0% |
$329K - $373K
|
6K
$335K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.81KNew |
$250K - $284K
|
3.81K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$250K - $284K
|
3.8K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.54KNew |
$233K - $264K
|
3.54K
$198K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$219K - $248K
|
3.33K
$186K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.11KNew |
$204K - $231K
|
3.11K
$173K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$197K - $224K
|
3K
$167K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.98KNew |
$196K - $222K
|
2.98K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.87KNew |
$189K - $214K
|
2.87K
$160K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$189K - $214K
|
2.87K
$160K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.14K+ 21.8% |
$141K - $160K
|
12K
$669K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.98KNew |
$130K - $147K
|
1.98K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
1.56K+ 20.31% |
$102K - $116K
|
9.23K
$515K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
919+ 40.9% |
$60.4K - $68.5K
|
3.17K
$177K
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
917New |
$60.3K - $68.3K
|
917
$51.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
910New |
$59.8K - $67.8K
|
910
$50.8K
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
873+ 30.5% |
$57.4K - $65.1K
|
3.74K
$209K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
781+ 6.12% |
$51.3K - $58.2K
|
13.5K
$756K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
707+ 6.24% |
$46.5K - $52.7K
|
12K
$672K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
679New |
$44.6K - $50.6K
|
679
$37.9K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 22.69% |
$41.9K - $47.5K
|
3.44K
$192K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
541+ 14.97% |
$35.5K - $40.3K
|
4.16K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
521New |
$34.2K - $38.8K
|
521
$29.1K
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 1.39% |
$32.9K - $37.3K
|
36.5K
$2.04M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
455+ 4.39% |
$29.9K - $33.9K
|
10.8K
$605K
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
400+ 11.91% |
$26.3K - $29.8K
|
3.76K
$210K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$19.7K - $22.4K
|
300
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
288+ 1.19% |
$18.9K - $21.5K
|
24.5K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
231+ 0.83% |
$15.2K - $17.2K
|
28.1K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
210+ 6.65% |
$13.8K - $15.7K
|
3.37K
$188K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
172+ 6.07% |
$11.3K - $12.8K
|
3.01K
$168K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
157+ 5.36% |
$10.3K - $11.7K
|
3.09K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
137+ 4.74% |
$9K - $10.2K
|
3.03K
$169K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
117+ 4.05% |
$7.69K - $8.72K
|
3.01K
$168K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
73+ 15.94% |
$4.8K - $5.44K
|
531
$29.6K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
68+ 0.38% |
$4.47K - $5.07K
|
18.1K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
40+ 11.43% |
$2.63K - $2.98K
|
390
$21.8K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
25+ 0.79% |
$1.64K - $1.86K
|
3.2K
$178K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 1.99% |
$1.64K - $1.86K
|
1.28K
$71.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.32% |
$1.51K - $1.71K
|
7.16K
$400K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 1.92% |
$1.31K - $1.49K
|
1.06K
$59.3K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$1.31K - $1.49K
|
20
$1.12K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15+ 0.5% |
$986 - $1.12K
|
2.99K
$167K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
15+ 0.11% |
$986 - $1.12K
|
13.6K
$757K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$920 - $1.04K
|
14
$782
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 0.12% |
$329 - $373
|
4.3K
$240K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Affinity Asset Advisors, LLC
New York, NY |
BUY
|
PUT |
175KNew |
$12M - $14.2M
|
175K
$9.77M
|
|