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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
679New |
$44.6K - $50.6K
|
679
$32.1K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 22.69% |
$41.9K - $47.5K
|
3.44K
$163K
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 1.39% |
$32.9K - $37.3K
|
36.5K
$1.73M
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
400+ 11.91% |
$26.3K - $29.8K
|
3.76K
$178K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$19.7K - $22.4K
|
300
$14.2K
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
231+ 0.83% |
$15.2K - $17.2K
|
28.1K
$1.33M
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
210+ 6.65% |
$13.8K - $15.7K
|
3.37K
$160K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
172+ 6.07% |
$11.3K - $12.8K
|
3.01K
$142K
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
157+ 5.36% |
$10.3K - $11.7K
|
3.09K
$146K
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
137+ 4.74% |
$9K - $10.2K
|
3.03K
$143K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
117+ 4.05% |
$7.69K - $8.72K
|
3.01K
$142K
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
73+ 15.94% |
$4.8K - $5.44K
|
531
$25.1K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
68+ 0.38% |
$4.47K - $5.07K
|
18.1K
$855K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
40+ 11.43% |
$2.63K - $2.98K
|
390
$18.5K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
25+ 0.79% |
$1.64K - $1.86K
|
3.2K
$151K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 1.99% |
$1.64K - $1.86K
|
1.28K
$60.7K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.32% |
$1.51K - $1.71K
|
7.16K
$339K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 1.92% |
$1.31K - $1.49K
|
1.06K
$50.3K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$1.31K - $1.49K
|
20
$947
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15+ 0.5% |
$986 - $1.12K
|
2.99K
$142K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
15+ 0.11% |
$986 - $1.12K
|
13.6K
$642K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$920 - $1.04K
|
14
$663
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 0.12% |
$329 - $373
|
4.3K
$204K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Affinity Asset Advisors, LLC
New York, NY |
BUY
|
PUT |
175KNew |
$12M - $14.2M
|
175K
$8.28M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
111KNew |
$7.57M - $8.96M
|
111K
$5.23M
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
61.1KNew |
$4.18M - $4.95M
|
61.1K
$2.89M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
47.7K+ 6200.0% |
$3.27M - $3.87M
|
48.5K
$2.3M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
41K+ 86.08% |
$2.81M - $3.33M
|
88.7K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
32.4K+ 110.71% |
$2.22M - $2.63M
|
61.7K
$2.92M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
29.3K+ 2.02% |
$2.01M - $2.38M
|
1.48M
$70.2M
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
26.4K+ 136.33% |
$1.81M - $2.14M
|
45.8K
$2.17M
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
25.6K+ 18.72% |
$1.75M - $2.08M
|
162K
$7.69M
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
15.6KNew |
$1.07M - $1.26M
|
15.6K
$738K
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
9KNew |
$616K - $730K
|
9K
$426K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.23K+ 46.99% |
$563K - $667K
|
25.7K
$1.22M
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7.34KNew |
$503K - $595K
|
7.34K
$348K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
6.97K+ 15.79% |
$478K - $565K
|
51.1K
$2.42M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$419K - $496K
|
6.12K
$290K
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.56KNew |
$381K - $451K
|
5.56K
$263K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.87KNew |
$334K - $395K
|
4.87K
$231K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.81KNew |
$329K - $390K
|
4.81K
$227K
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.42KNew |
$303K - $359K
|
4.42K
$209K
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
4.22KNew |
$289K - $342K
|
4.22K
$200K
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4.2KNew |
$288K - $341K
|
4.2K
$199K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$286K - $338K
|
4.17K
$197K
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
3.77KNew |
$258K - $306K
|
3.77K
$179K
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.5KNew |
$240K - $284K
|
3.5K
$166K
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.44KNew |
$236K - $279K
|
3.44K
$163K
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.34KNew |
$229K - $271K
|
3.34K
$158K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.08KNew |
$211K - $249K
|
3.08K
$146K
|