Purchases and Sales Made in Q1 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
198+ 4.5% |
$12.2K - $14.6K
|
4.6K
$255K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 3.25% |
$12.1K - $14.5K
|
6.25K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
195+ 0.39% |
$12K - $14.4K
|
50.1K
$2.78M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
191+ 4.49% |
$11.7K - $14.1K
|
4.45K
$247K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
190+ 0.89% |
$11.7K - $14K
|
21.5K
$1.19M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
188+ 3.01% |
$11.6K - $13.9K
|
6.44K
$358K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
186New |
$11.4K - $13.7K
|
186
$10.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
185+ 2.35% |
$11.4K - $13.6K
|
8.06K
$448K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
185+ 0.65% |
$11.4K - $13.6K
|
28.8K
$1.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
184+ 0.02% |
$11.3K - $13.6K
|
845K
$46.9M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
182+ 0.99% |
$11.2K - $13.4K
|
18.6K
$1.03M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
181+ 113.13% |
$11.1K - $13.3K
|
341
$18.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
180+ 3.25% |
$11.1K - $13.3K
|
5.73K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
178+ 0.45% |
$10.9K - $13.1K
|
39.5K
$2.19M
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
172+ 3.1% |
$10.6K - $12.7K
|
5.73K
$318K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
168+ 0.79% |
$10.3K - $12.4K
|
21.5K
$1.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
166+ 0.02% |
$10.2K - $12.2K
|
798K
$44.3M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
163+ 0.61% |
$10K - $12K
|
26.9K
$1.49M
|
|
|
Apr 19, 2022
Q1 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
160+ 1.56% |
$9.84K - $11.8K
|
10.4K
$579K
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
160+ 2.9% |
$9.84K - $11.8K
|
5.68K
$315K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
156New |
$9.59K - $11.5K
|
156
$8.66K
|
|
|
Apr 08, 2022
Q1 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
150+ 0.11% |
$9.22K - $11.1K
|
142K
$7.89M
|
|
|
May 11, 2022
Q1 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
150+ 1.31% |
$9.22K - $11.1K
|
11.6K
$646K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
147+ 1.58% |
$9.04K - $10.8K
|
9.45K
$525K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
146+ 7.95% |
$8.98K - $10.8K
|
1.98K
$110K
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
146+ 0.86% |
$8.98K - $10.8K
|
17K
$947K
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
145+ 0.05% |
$8.91K - $10.7K
|
281K
$15.6M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
141+ 2.26% |
$8.67K - $10.4K
|
6.37K
$354K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
139+ 4.28% |
$8.55K - $10.2K
|
3.39K
$188K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
139+ 0.52% |
$8.55K - $10.2K
|
27K
$1.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
137+ 0.34% |
$8.42K - $10.1K
|
40.5K
$2.25M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
135+ 10.75% |
$8.3K - $9.95K
|
1.39K
$77.2K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
133+ 0.51% |
$8.18K - $9.8K
|
26K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
132+ 2.51% |
$8.12K - $9.73K
|
5.39K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
131+ 1.9% |
$8.05K - $9.66K
|
7.01K
$389K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
130+ 2.33% |
$7.99K - $9.58K
|
5.71K
$317K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
130+ 1.8% |
$7.99K - $9.58K
|
7.35K
$408K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
128+ 2.75% |
$7.87K - $9.44K
|
4.78K
$266K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
128+ 14.16% |
$7.87K - $9.44K
|
1.03K
$57.3K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
124+ 1.69% |
$7.62K - $9.14K
|
7.46K
$414K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
121+ 1.58% |
$7.44K - $8.92K
|
7.77K
$432K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
120+ 38.1% |
$7.38K - $8.85K
|
435
$24.2K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
120+ 3.13% |
$7.38K - $8.85K
|
3.96K
$220K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
120+ 0.43% |
$7.38K - $8.85K
|
27.9K
$1.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
117+ 1.82% |
$7.19K - $8.63K
|
6.53K
$362K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
116+ 1.13% |
$7.13K - $8.55K
|
10.4K
$576K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
116+ 1.1% |
$7.13K - $8.55K
|
10.7K
$594K
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
116+ 0.97% |
$7.13K - $8.55K
|
12K
$668K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
115+ 6.32% |
$7.07K - $8.48K
|
1.94K
$108K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
110+ 1.37% |
$6.76K - $8.11K
|
8.13K
$452K
|