Latest Institutional Purchases of Bristol Myers Squibb CO (BMY)
This list provides information on the latest institutional transactions involving Bristol Myers Squibb CO (BMY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.5KNew |
$240K - $284K
|
3.5K
$206K
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.44KNew |
$236K - $279K
|
3.44K
$203K
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.34KNew |
$229K - $271K
|
3.34K
$197K
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$225K - $266K
|
3.28K
$193K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.08KNew |
$211K - $249K
|
3.08K
$181K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.02KNew |
$207K - $245K
|
3.02K
$178K
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
2.95KNew |
$202K - $239K
|
2.95K
$174K
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.93KNew |
$201K - $238K
|
2.93K
$172K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.83KNew |
$194K - $230K
|
2.83K
$167K
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$166K
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$166K
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.81KNew |
$192K - $228K
|
2.81K
$165K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$165K
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$165K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.5KNew |
$171K - $203K
|
2.5K
$147K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$143K - $170K
|
2.1K
$123K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.92KNew |
$131K - $155K
|
1.92K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.87KNew |
$128K - $151K
|
1.87K
$110K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.42K+ 4.45% |
$97.3K - $115K
|
33.3K
$1.96M
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.2KNew |
$82.2K - $97.3K
|
1.2K
$70.6K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$73.5K - $87.1K
|
1.07K
$63.2K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
969+ 20.43% |
$66.4K - $78.6K
|
5.71K
$336K
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
908New |
$62.2K - $73.6K
|
908
$53.5K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
867New |
$59.4K - $70.3K
|
867
$51K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 11.03% |
$54.8K - $64.9K
|
8.05K
$474K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
791New |
$54.2K - $64.1K
|
791
$46.6K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
585+ 107.14% |
$40.1K - $47.4K
|
1.13K
$66.6K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
550New |
$37.7K - $44.6K
|
550
$32.4K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
539+ 9.89% |
$36.9K - $43.7K
|
5.99K
$352K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
480New |
$32.9K - $38.9K
|
480
$28.3K
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
463+ 115.75% |
$31.7K - $37.5K
|
863
$50.8K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
427New |
$29.2K - $34.6K
|
427
$25.1K
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 5.26% |
$20.5K - $24.3K
|
6K
$353K
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
275+ 1.52% |
$18.8K - $22.3K
|
18.4K
$1.08M
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
227+ 7.97% |
$15.5K - $18.4K
|
3.08K
$181K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200New |
$13.7K - $16.2K
|
200
$11.8K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
193New |
$13.2K - $15.7K
|
193
$11.4K
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
180+ 1.01% |
$12.3K - $14.6K
|
17.9K
$1.05M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
178+ 4.4% |
$12.2K - $14.4K
|
4.23K
$249K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
169+ 2.26% |
$11.6K - $13.7K
|
7.63K
$449K
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
130+ 1.77% |
$8.9K - $10.5K
|
7.47K
$440K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
104New |
$7.12K - $8.43K
|
104
$6.12K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
100New |
$6.85K - $8.11K
|
100
$5.89K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
100+ 2.93% |
$6.85K - $8.11K
|
3.51K
$207K
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
87+ 6.03% |
$5.96K - $7.05K
|
1.53K
$90K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
71+ 2.27% |
$4.86K - $5.76K
|
3.19K
$188K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
57+ 0.78% |
$3.9K - $4.62K
|
7.41K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 0.21% |
$3.42K - $4.05K
|
24.3K
$1.43M
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
35New |
$2.4K - $2.84K
|
35
$2.06K
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
19+ 0.27% |
$1.3K - $1.54K
|
6.98K
$411K
|