Purchases and Sales Made in Q4 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
6.14KNew |
$420K - $498K
|
6.14K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.13K+ 27.07% |
$419K - $497K
|
28.7K
$1.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$419K - $496K
|
6.12K
$342K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
6.12K+ 14.75% |
$419K - $496K
|
47.6K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.07K+ 35.01% |
$416K - $492K
|
23.4K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.07K+ 40.33% |
$416K - $492K
|
21.1K
$1.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.99K+ 30.7% |
$410K - $486K
|
25.5K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.98K+ 15.02% |
$410K - $485K
|
45.8K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.98KNew |
$409K - $485K
|
5.98K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
5.97KNew |
$408K - $484K
|
5.97K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.94K+ 1.19% |
$407K - $482K
|
504K
$28.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.89K+ 980.83% |
$403K - $477K
|
6.49K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.87K+ 9.23% |
$402K - $476K
|
69.4K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.87K+ 2.6% |
$402K - $476K
|
232K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.86KNew |
$401K - $475K
|
5.86K
$327K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
5.82KNew |
$398K - $472K
|
5.82K
$325K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
5.81KNew |
$398K - $471K
|
5.81K
$325K
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.81KNew |
$398K - $471K
|
5.81K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
5.78K+ 4.36% |
$396K - $469K
|
138K
$7.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
5.75K+ 3.3% |
$394K - $466K
|
180K
$10M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.69KNew |
$390K - $462K
|
5.69K
$318K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.64K+ 21.02% |
$386K - $457K
|
32.5K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.6KNew |
$384K - $454K
|
5.6K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
5.58KNew |
$382K - $453K
|
5.58K
$312K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.56KNew |
$381K - $451K
|
5.56K
$310K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.53K+ 23.36% |
$379K - $449K
|
29.2K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.53KNew |
$378K - $448K
|
5.53K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.44K+ 7.39% |
$372K - $441K
|
79K
$4.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.43K+ 235.96% |
$372K - $440K
|
7.73K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.39K+ 3.37% |
$369K - $437K
|
165K
$9.23M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
5.39KNew |
$369K - $437K
|
5.39K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.38K+ 10.88% |
$368K - $436K
|
54.8K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.37K+ 14.54% |
$368K - $436K
|
42.3K
$2.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.37K+ 2.07% |
$367K - $435K
|
265K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.36K+ 25.16% |
$367K - $435K
|
26.7K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.32K+ 1.24% |
$364K - $431K
|
436K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.21KNew |
$357K - $422K
|
5.21K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.2K+ 16.08% |
$356K - $422K
|
37.5K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.18KNew |
$355K - $420K
|
5.18K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$354K - $419K
|
5.17K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
5.05KNew |
$346K - $410K
|
5.05K
$282K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5K+ 14.81% |
$343K - $406K
|
38.8K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5K+ 8.09% |
$342K - $405K
|
66.7K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.97K+ 7.02% |
$340K - $403K
|
75.8K
$4.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
BUY
|
- |
4.94K+ 2.76% |
$338K - $401K
|
184K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
4.94K+ 10.67% |
$338K - $401K
|
51.2K
$2.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.93KNew |
$337K - $400K
|
4.93K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.91K+ 3.5% |
$336K - $398K
|
145K
$8.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.87KNew |
$334K - $395K
|
4.87K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.86K+ 21.13% |
$333K - $394K
|
27.9K
$1.56M
|