Purchases and Sales Made in Q1 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2023. The information is specifically focused on institutions that hold shares of BRISTOL MYERS SQUIBB CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
250+ 10.2% |
$16.4K - $18.6K
|
2.7K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
249+ 0.78% |
$16.4K - $18.6K
|
32K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
247+ 0.85% |
$16.2K - $18.4K
|
29.3K
$1.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
241+ 2.8% |
$15.8K - $18K
|
8.84K
$413K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
240+ 1.02% |
$15.8K - $17.9K
|
23.9K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
240New |
$15.8K - $17.9K
|
240
$11.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
239+ 5.54% |
$15.7K - $17.8K
|
4.55K
$213K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
239+ 8.34% |
$15.7K - $17.8K
|
3.1K
$145K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
239+ 2.44% |
$15.7K - $17.8K
|
10K
$469K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
239+ 2.44% |
$15.7K - $17.8K
|
10K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 1.99% |
$15.4K - $17.4K
|
12K
$560K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
234+ 1.73% |
$15.4K - $17.4K
|
13.8K
$643K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
233+ 3.14% |
$15.3K - $17.4K
|
7.65K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
233+ 0.14% |
$15.3K - $17.4K
|
168K
$7.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
231+ 0.83% |
$15.2K - $17.2K
|
28.1K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
228+ 1.69% |
$15K - $17K
|
13.7K
$640K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
225+ 90.0% |
$14.8K - $16.8K
|
475
$22.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
219+ 1.36% |
$14.4K - $16.3K
|
16.3K
$761K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
219+ 4.09% |
$14.4K - $16.3K
|
5.58K
$260K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
214+ 713.33% |
$14.1K - $15.9K
|
244
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
211+ 0.55% |
$13.9K - $15.7K
|
38.3K
$1.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
210+ 6.65% |
$13.8K - $15.7K
|
3.37K
$157K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
210+ 0.75% |
$13.8K - $15.7K
|
28.1K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
209+ 1.5% |
$13.7K - $15.6K
|
14.1K
$659K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
207+ 2.55% |
$13.6K - $15.4K
|
8.33K
$389K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
206+ 0.99% |
$13.5K - $15.4K
|
21K
$980K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
203+ 3.82% |
$13.3K - $15.1K
|
5.52K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
201+ 346.55% |
$13.2K - $15K
|
259
$12.1K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
200+ 67.8% |
$13.1K - $14.9K
|
495
$23.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
200+ 2.11% |
$13.1K - $14.9K
|
9.69K
$452K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
200+ 194.17% |
$13.1K - $14.9K
|
303
$14.1K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
200+ 3.4% |
$13.1K - $14.9K
|
6.08K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
200+ 2.18% |
$13.1K - $14.9K
|
9.36K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
200+ 0.99% |
$13.1K - $14.9K
|
20.5K
$956K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
195+ 1.48% |
$12.8K - $14.5K
|
13.3K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
195+ 0.29% |
$12.8K - $14.5K
|
66.8K
$3.12M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
193+ 1.37% |
$12.7K - $14.4K
|
14.3K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
188+ 3.66% |
$12.4K - $14K
|
5.32K
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
184+ 0.92% |
$12.1K - $13.7K
|
20.3K
$947K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
183+ 4.04% |
$12K - $13.6K
|
4.71K
$220K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
181+ 3.6% |
$11.9K - $13.5K
|
5.22K
$243K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
181+ 0.88% |
$11.9K - $13.5K
|
20.6K
$964K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
180+ 0.43% |
$11.8K - $13.4K
|
42.1K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
179+ 0.52% |
$11.8K - $13.3K
|
34.6K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
178+ 18.64% |
$11.7K - $13.3K
|
1.13K
$52.9K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
177+ 2.96% |
$11.6K - $13.2K
|
6.15K
$287K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
175+ 6.18% |
$11.5K - $13K
|
3.01K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
175+ 3.38% |
$11.5K - $13K
|
5.36K
$250K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
172+ 6.07% |
$11.3K - $12.8K
|
3.01K
$140K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
171+ 5.0% |
$11.2K - $12.7K
|
3.59K
$168K
|