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
|
Arrow Financial Corp
|
BUY
|
- |
140+ 0.35% |
$8.92K - $9.9K
|
39.7K
$1.86M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
140+ 1.46% |
$8.92K - $9.9K
|
9.71K
$453K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
139+ 0.39% |
$8.86K - $9.83K
|
35.9K
$1.68M
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
138+ 0.64% |
$8.79K - $9.76K
|
21.8K
$1.02M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
132+ 0.88% |
$8.41K - $9.34K
|
15.2K
$710K
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
132+ 0.71% |
$8.41K - $9.34K
|
18.6K
$869K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
131+ 2.79% |
$8.35K - $9.27K
|
4.82K
$225K
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
130+ 3.19% |
$8.28K - $9.2K
|
4.21K
$197K
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
129+ 0.3% |
$8.22K - $9.13K
|
43.2K
$2.02M
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
128+ 3.4% |
$8.15K - $9.05K
|
3.9K
$182K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
127+ 0.26% |
$8.09K - $8.98K
|
49.5K
$2.31M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127+ 0.05% |
$8.09K - $8.98K
|
237K
$11.1M
|
|
Aug 08, 2023
Q2 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
125+ 0.21% |
$7.96K - $8.84K
|
58.7K
$2.74M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
124New |
$7.9K - $8.77K
|
124
$5.79K
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
122+ 0.75% |
$7.77K - $8.63K
|
16.4K
$767K
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
118+ 1.96% |
$7.52K - $8.35K
|
6.15K
$287K
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
113+ 1.79% |
$7.2K - $7.99K
|
6.44K
$301K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
110+ 0.92% |
$7.01K - $7.78K
|
12K
$562K
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
109+ 2.99% |
$6.94K - $7.71K
|
3.75K
$175K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
107+ 1.2% |
$6.82K - $7.57K
|
9.06K
$423K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
105+ 1.0% |
$6.69K - $7.43K
|
10.6K
$495K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
105New |
$6.69K - $7.43K
|
105
$4.9K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
101+ 1.83% |
$6.43K - $7.14K
|
5.61K
$262K
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
101+ 2.96% |
$6.43K - $7.14K
|
3.52K
$164K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 2.97% |
$6.37K - $7.07K
|
3.46K
$162K
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
100+ 0.9% |
$6.37K - $7.07K
|
11.2K
$523K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 5.19% |
$6.37K - $7.07K
|
2.03K
$94.7K
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
100+ 0.05% |
$6.37K - $7.07K
|
218K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Capital Management Inc
|
BUY
|
- |
100+ 0.98% |
$6.37K - $7.07K
|
10.3K
$481K
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
100+ 1.19% |
$6.37K - $7.07K
|
8.49K
$396K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
99+ 3.43% |
$6.31K - $7K
|
2.99K
$140K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
98+ 1.59% |
$6.24K - $6.93K
|
6.26K
$292K
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
95+ 0.38% |
$6.05K - $6.72K
|
25.1K
$1.17M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
94+ 2.72% |
$5.99K - $6.65K
|
3.54K
$165K
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
94+ 3.09% |
$5.99K - $6.65K
|
3.14K
$146K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 19.91% |
$5.73K - $6.37K
|
542
$25.3K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
88+ 0.3% |
$5.61K - $6.23K
|
29.8K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
86+ 0.33% |
$5.48K - $6.08K
|
26.1K
$1.22M
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
86+ 0.3% |
$5.48K - $6.08K
|
29.1K
$1.36M
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
85+ 1.07% |
$5.42K - $6.01K
|
8.03K
$375K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
83+ 1.67% |
$5.29K - $5.87K
|
5.07K
$236K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
82+ 0.62% |
$5.22K - $5.8K
|
13.2K
$618K
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
80+ 0.19% |
$5.1K - $5.66K
|
41.5K
$1.94M
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
79+ 0.07% |
$5.03K - $5.59K
|
110K
$5.14M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
78+ 2.5% |
$4.97K - $5.52K
|
3.2K
$149K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 0.37% |
$4.78K - $5.31K
|
20.4K
$951K
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
75+ 0.78% |
$4.78K - $5.31K
|
9.73K
$454K
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
75+ 0.68% |
$4.78K - $5.31K
|
11.1K
$519K
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
75+ 0.12% |
$4.78K - $5.31K
|
65.3K
$3.05M
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
73+ 0.22% |
$4.65K - $5.16K
|
32.9K
$1.54M
|