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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.02KNew |
$207K - $245K
|
3.02K
$143K
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.93KNew |
$201K - $238K
|
2.93K
$139K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.83KNew |
$194K - $230K
|
2.83K
$134K
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$134K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$133K
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$132K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.5KNew |
$171K - $203K
|
2.5K
$118K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$143K - $170K
|
2.1K
$99.2K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.92KNew |
$131K - $155K
|
1.92K
$90.7K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.87KNew |
$128K - $151K
|
1.87K
$88.4K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.42K+ 4.45% |
$97.3K - $115K
|
33.3K
$1.58M
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.2KNew |
$82.2K - $97.3K
|
1.2K
$56.8K
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
908New |
$62.2K - $73.6K
|
908
$43K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
867New |
$59.4K - $70.3K
|
867
$41K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
791New |
$54.2K - $64.1K
|
791
$37.4K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
585+ 107.14% |
$40.1K - $47.4K
|
1.13K
$53.5K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
550New |
$37.7K - $44.6K
|
550
$26K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
539+ 9.89% |
$36.9K - $43.7K
|
5.99K
$283K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
480New |
$32.9K - $38.9K
|
480
$22.7K
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
463+ 115.75% |
$31.7K - $37.5K
|
863
$40.9K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
427New |
$29.2K - $34.6K
|
427
$20.2K
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 5.26% |
$20.5K - $24.3K
|
6K
$284K
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
275+ 1.52% |
$18.8K - $22.3K
|
18.4K
$871K
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
227+ 7.97% |
$15.5K - $18.4K
|
3.08K
$146K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
193New |
$13.2K - $15.7K
|
193
$9.14K
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
180+ 1.01% |
$12.3K - $14.6K
|
17.9K
$848K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
178+ 4.4% |
$12.2K - $14.4K
|
4.23K
$200K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
169+ 2.26% |
$11.6K - $13.7K
|
7.63K
$361K
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
130+ 1.77% |
$8.9K - $10.5K
|
7.47K
$354K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
104New |
$7.12K - $8.43K
|
104
$4.92K
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
87+ 6.03% |
$5.96K - $7.05K
|
1.53K
$72.4K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
71+ 2.27% |
$4.86K - $5.76K
|
3.19K
$151K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
57+ 0.78% |
$3.9K - $4.62K
|
7.41K
$351K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 0.21% |
$3.42K - $4.05K
|
24.3K
$1.15M
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
35New |
$2.4K - $2.84K
|
35
$1.66K
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
19+ 0.27% |
$1.3K - $1.54K
|
6.98K
$331K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$411 - $487
|
2.91K
$138K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4+ 0.7% |
$274 - $324
|
575
$27.2K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.01% |
$137 - $162
|
30.8K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$68.5 - $81.1
|
21.5K
$1.02M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.1% |
$68.5 - $81.1
|
1.02K
$48.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
500KNew |
$65K - $38.4M
|
500K
$23.7M
|
|
Nov 14, 2022
Q3 2022
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
159KNew |
$20.6K - $12.2M
|
159K
$7.51M
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
100KNew |
$13K - $7.68M
|
100K
$4.73M
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
60KNew |
$7.8K - $4.61M
|
60K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
25.1K+ 187.46% |
$3.27K - $1.93M
|
38.5K
$1.82M
|
|
Nov 08, 2022
Q3 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 14.77% |
$2.43K - $1.44M
|
145K
$6.87M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
CALL |
15.7KNew |
$2.04K - $1.21M
|
15.7K
$743K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.4KNew |
$1.87K - $1.11M
|
14.4K
$681K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.6K+ 94.9% |
$1.51K - $894K
|
23.9K
$1.13M
|