Purchases and Sales Made in Q2 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
214+ 20.64% |
$13.6K - $15.1K
|
1.25K
$69.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
206+ 23.07% |
$13.1K - $14.6K
|
1.1K
$61.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206+ 4.53% |
$13.1K - $14.6K
|
4.75K
$265K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
202+ 3.62% |
$12.9K - $14.3K
|
5.78K
$323K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
201+ 6.21% |
$12.8K - $14.2K
|
3.44K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
201+ 2.03% |
$12.8K - $14.2K
|
10.1K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 6.79% |
$12.7K - $14.1K
|
3.15K
$176K
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
200+ 0.33% |
$12.7K - $14.1K
|
60K
$3.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
199+ 3.02% |
$12.7K - $14.1K
|
6.79K
$379K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
196+ 4.45% |
$12.5K - $13.9K
|
4.6K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
192+ 2.0% |
$12.2K - $13.6K
|
9.82K
$548K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
191+ 9.73% |
$12.2K - $13.5K
|
2.15K
$120K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
189+ 3.15% |
$12K - $13.4K
|
6.19K
$346K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
185New |
$11.8K - $13.1K
|
185
$10.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
184+ 6.02% |
$11.7K - $13K
|
3.24K
$181K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
184New |
$11.7K - $13K
|
184
$10.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
183+ 0.76% |
$11.7K - $12.9K
|
24.2K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
183+ 0.59% |
$11.7K - $12.9K
|
31K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
182+ 5.87% |
$11.6K - $12.9K
|
3.29K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
182+ 2.65% |
$11.6K - $12.9K
|
7.06K
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
182+ 3.05% |
$11.6K - $12.9K
|
6.15K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
182+ 0.69% |
$11.6K - $12.9K
|
26.7K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
180+ 2.34% |
$11.5K - $12.7K
|
7.87K
$439K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
177+ 0.84% |
$11.3K - $12.5K
|
21.2K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
169+ 0.98% |
$10.8K - $12K
|
17.5K
$975K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
167New |
$10.6K - $11.8K
|
167
$9.32K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
166+ 0.59% |
$10.6K - $11.7K
|
28.3K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
164+ 1.82% |
$10.4K - $11.6K
|
9.16K
$511K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
160+ 0.62% |
$10.2K - $11.3K
|
26.1K
$1.45M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
158+ 3.26% |
$10.1K - $11.2K
|
5.01K
$280K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
157New |
$10K - $11.1K
|
157
$8.77K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
156+ 30.83% |
$9.94K - $11K
|
662
$37K
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
155+ 0.35% |
$9.88K - $11K
|
44.7K
$2.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
152+ 2.01% |
$9.68K - $10.8K
|
7.7K
$430K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
152+ 6.32% |
$9.68K - $10.8K
|
2.56K
$143K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
149+ 2.29% |
$9.49K - $10.5K
|
6.66K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
149+ 4.16% |
$9.49K - $10.5K
|
3.73K
$208K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
145+ 1.38% |
$9.24K - $10.3K
|
10.7K
$597K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
145+ 0.7% |
$9.24K - $10.3K
|
20.9K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 0.54% |
$9.05K - $10K
|
26.3K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
142+ 4.55% |
$9.05K - $10K
|
3.26K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
142+ 8.74% |
$9.05K - $10K
|
1.77K
$98.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
141+ 2.4% |
$8.98K - $9.97K
|
6.01K
$336K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
140+ 1.58% |
$8.92K - $9.9K
|
8.99K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
140+ 0.35% |
$8.92K - $9.9K
|
39.7K
$2.22M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
140+ 1.46% |
$8.92K - $9.9K
|
9.71K
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
139+ 0.39% |
$8.86K - $9.83K
|
35.9K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
138+ 0.64% |
$8.79K - $9.76K
|
21.8K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
132+ 0.88% |
$8.41K - $9.34K
|
15.2K
$849K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
132+ 0.71% |
$8.41K - $9.34K
|
18.6K
$1.04M
|