Purchases and Sales Made in Q2 2023 in Becton Dickinson & CO (BDX)
This table provides information about the institutional ownership of Becton Dickinson & CO (BDX) during Q2 2023. The information is specifically focused on institutions that hold shares of BECTON DICKINSON & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
26+ 0.13% |
$6.2K - $6.9K
|
20.6K
$3.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25+ 0.81% |
$5.96K - $6.63K
|
3.1K
$570K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
25+ 0.09% |
$5.96K - $6.63K
|
27.8K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
25+ 0.82% |
$5.96K - $6.63K
|
3.08K
$566K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
25+ 3.23% |
$5.96K - $6.63K
|
799
$147K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 2.21% |
$5.96K - $6.63K
|
1.15K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 1.33% |
$5.72K - $6.37K
|
1.82K
$335K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
23+ 0.45% |
$5.48K - $6.1K
|
5.17K
$949K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
23New |
$5.48K - $6.1K
|
23
$4.22K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 1.98% |
$5.24K - $5.84K
|
1.13K
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
22+ 2.1% |
$5.24K - $5.84K
|
1.07K
$197K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22+ 2.44% |
$5.24K - $5.84K
|
923
$169K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 84.0% |
$5.01K - $5.57K
|
46
$8.45K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 1.56% |
$5.01K - $5.57K
|
1.37K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
21+ 1.09% |
$5.01K - $5.57K
|
1.94K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20+ 1.02% |
$4.77K - $5.31K
|
1.97K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
20+ 0.74% |
$4.77K - $5.31K
|
2.72K
$499K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20+ 83.33% |
$4.77K - $5.31K
|
44
$8.08K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18New |
$4.29K - $4.78K
|
18
$3.31K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$4.05K - $4.51K
|
9.78K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.48% |
$4.05K - $4.51K
|
3.53K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 6.45% |
$3.81K - $4.25K
|
264
$48.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15+ 1.39% |
$3.58K - $3.98K
|
1.1K
$201K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
15+ 1.12% |
$3.58K - $3.98K
|
1.36K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 1.14% |
$3.58K - $3.98K
|
1.34K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 250.0% |
$3.58K - $3.98K
|
21
$3.86K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 1.28% |
$3.58K - $3.98K
|
1.19K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14+ 1.05% |
$3.34K - $3.71K
|
1.35K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14New |
$3.34K - $3.71K
|
14
$2.57K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
13+ 1.63% |
$3.1K - $3.45K
|
813
$149K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
13+ 0.86% |
$3.1K - $3.45K
|
1.52K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13+ 0.93% |
$3.1K - $3.45K
|
1.41K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 1.36% |
$3.1K - $3.45K
|
971
$178K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
13+ 0.31% |
$3.1K - $3.45K
|
4.22K
$776K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.11% |
$3.1K - $3.45K
|
12.1K
$2.21M
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
13+ 0.29% |
$3.1K - $3.45K
|
4.46K
$820K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
12+ 0.57% |
$2.86K - $3.18K
|
2.11K
$388K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12+ 0.44% |
$2.86K - $3.18K
|
2.74K
$504K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
12+ 0.12% |
$2.86K - $3.18K
|
10.3K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
12+ 1.2% |
$2.86K - $3.18K
|
1.01K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12+ 0.77% |
$2.86K - $3.18K
|
1.58K
$290K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$2.62K - $2.92K
|
11
$2.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
11+ 0.46% |
$2.62K - $2.92K
|
2.4K
$440K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.74% |
$2.38K - $2.65K
|
1.35K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 7.81% |
$2.38K - $2.65K
|
138
$25.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.36% |
$2.38K - $2.65K
|
2.76K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10+ 0.12% |
$2.38K - $2.65K
|
8.3K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 9.01% |
$2.38K - $2.65K
|
121
$22.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.28% |
$2.38K - $2.65K
|
3.63K
$667K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10+ 0.12% |
$2.38K - $2.65K
|
8.3K
$1.52M
|