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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.84% |
$1.85K - $2.05K
|
3.47K
$194K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
28+ 0.51% |
$1.78K - $1.98K
|
5.55K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.23% |
$1.78K - $1.98K
|
12K
$671K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 0.04% |
$1.72K - $1.91K
|
69.5K
$3.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
27+ 0.63% |
$1.72K - $1.91K
|
4.28K
$239K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 4.27% |
$1.72K - $1.91K
|
660
$36.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
23+ 0.22% |
$1.47K - $1.63K
|
10.3K
$576K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.68% |
$1.4K - $1.56K
|
3.24K
$181K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
21+ 0.1% |
$1.34K - $1.49K
|
20.5K
$1.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 0.61% |
$1.27K - $1.41K
|
3.32K
$185K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
20+ 0.19% |
$1.27K - $1.41K
|
10.8K
$604K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
20+ 0.27% |
$1.27K - $1.41K
|
7.52K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
20+ 0.21% |
$1.27K - $1.41K
|
9.59K
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
19+ 0.57% |
$1.21K - $1.34K
|
3.34K
$186K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
19+ 0.26% |
$1.21K - $1.34K
|
7.32K
$409K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
19+ 0.5% |
$1.21K - $1.34K
|
3.84K
$215K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
19+ 0.38% |
$1.21K - $1.34K
|
5.04K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
18+ 0.09% |
$1.15K - $1.27K
|
21.1K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.55% |
$1.02K - $1.13K
|
2.93K
$163K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.32% |
$956 - $1.06K
|
4.7K
$263K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
15+ 0.25% |
$956 - $1.06K
|
6.02K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 17.39% |
$765 - $849
|
81
$4.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.01% |
$765 - $849
|
113K
$6.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11+ 0.33% |
$701 - $778
|
3.39K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.09% |
$701 - $778
|
12.1K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11+ 0.85% |
$701 - $778
|
1.3K
$72.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$637 - $707
|
7.49K
$418K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.85% |
$637 - $707
|
1.19K
$66.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.15% |
$637 - $707
|
6.46K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
10+ 0.14% |
$637 - $707
|
7.12K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
10+ 0.03% |
$637 - $707
|
33.2K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
9+ 0.78% |
$573 - $637
|
1.17K
$65.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
9+ 0.23% |
$573 - $637
|
3.91K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$573 - $637
|
4.24K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.32% |
$573 - $637
|
2.8K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.09% |
$573 - $637
|
10K
$561K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
8+ 0.21% |
$510 - $566
|
3.85K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
8+ 0.0% |
$510 - $566
|
265K
$14.8M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.13% |
$510 - $566
|
6.31K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7+ 0.12% |
$446 - $495
|
5.71K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7+ 0.03% |
$446 - $495
|
25K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
6+ 0.05% |
$382 - $424
|
13.3K
$741K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$382 - $424
|
3.68K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
6+ 0.11% |
$382 - $424
|
5.44K
$304K
|
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
6+ 0.01% |
$382 - $424
|
59.6K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6+ 0.06% |
$382 - $424
|
9.94K
$555K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 2.33% |
$382 - $424
|
264
$14.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.54% |
$319 - $354
|
931
$52K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$319 - $354
|
3.07K
$171K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.06% |
$319 - $354
|
9.05K
$505K
|