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 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
56+ 1.75% |
$3.44K - $4.13K
|
3.26K
$181K
|
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
55+ 0.07% |
$3.38K - $4.05K
|
75.5K
$4.19M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
55+ 0.72% |
$3.38K - $4.05K
|
7.71K
$428K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
54+ 1.17% |
$3.32K - $3.98K
|
4.67K
$260K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
53+ 1.08% |
$3.26K - $3.91K
|
4.97K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
53+ 53.54% |
$3.26K - $3.91K
|
152
$8.44K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
51+ 3.21% |
$3.14K - $3.76K
|
1.64K
$91.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
50+ 0.12% |
$3.07K - $3.69K
|
41.7K
$2.32M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
50+ 0.36% |
$3.07K - $3.69K
|
13.8K
$766K
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
50+ 0.31% |
$3.07K - $3.69K
|
16.2K
$902K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.25% |
$3.07K - $3.69K
|
19.7K
$1.09M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
46+ 0.08% |
$2.83K - $3.39K
|
56.3K
$3.12M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
45+ 9.32% |
$2.77K - $3.32K
|
528
$29.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45+ 0.66% |
$2.77K - $3.32K
|
6.82K
$379K
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
45+ 0.14% |
$2.77K - $3.32K
|
31.8K
$1.77M
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
42+ 0.83% |
$2.58K - $3.1K
|
5.12K
$284K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
42+ 12.69% |
$2.58K - $3.1K
|
373
$20.7K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
41+ 7.03% |
$2.52K - $3.02K
|
624
$34.7K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
40+ 0.25% |
$2.46K - $2.95K
|
15.7K
$874K
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
40+ 0.28% |
$2.46K - $2.95K
|
14.4K
$799K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
39+ 0.83% |
$2.4K - $2.88K
|
4.73K
$263K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
38+ 0.84% |
$2.34K - $2.8K
|
4.58K
$254K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
38+ 0.87% |
$2.34K - $2.8K
|
4.39K
$244K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
37+ 2.93% |
$2.27K - $2.73K
|
1.3K
$72.2K
|
|
|
May 05, 2022
Q1 2022
|
Baillie Gifford & CO
|
BUY
|
- |
36+ 8.43% |
$2.21K - $2.65K
|
463
$25.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 0.32% |
$2.03K - $2.43K
|
10.4K
$578K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
31+ 0.73% |
$1.91K - $2.29K
|
4.25K
$236K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29+ 0.74% |
$1.78K - $2.14K
|
3.93K
$218K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
29+ 0.2% |
$1.78K - $2.14K
|
14.7K
$814K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.41% |
$1.72K - $2.06K
|
6.89K
$382K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 1.55% |
$1.66K - $1.99K
|
1.77K
$98.3K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
26+ 15.29% |
$1.6K - $1.92K
|
196
$10.9K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.67% |
$1.54K - $1.84K
|
3.73K
$207K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
25+ 3.85% |
$1.54K - $1.84K
|
675
$37.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
25+ 0.36% |
$1.54K - $1.84K
|
7.01K
$389K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
24+ 0.61% |
$1.48K - $1.77K
|
3.94K
$219K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
24+ 0.11% |
$1.48K - $1.77K
|
22.1K
$1.23M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23+ 1.24% |
$1.41K - $1.7K
|
1.88K
$104K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 2.68% |
$1.29K - $1.55K
|
805
$44.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
19+ 0.08% |
$1.17K - $1.4K
|
25.1K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 0.7% |
$1.17K - $1.4K
|
2.75K
$153K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
18+ 0.48% |
$1.11K - $1.33K
|
3.76K
$209K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
15New |
$922 - $1.11K
|
15
$833
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 0.72% |
$922 - $1.11K
|
2.09K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15+ 0.25% |
$922 - $1.11K
|
6.14K
$341K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.52% |
$861 - $1.03K
|
2.71K
$150K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13+ 0.46% |
$799 - $958
|
2.85K
$158K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
12+ 0.27% |
$738 - $885
|
4.39K
$244K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
11+ 0.15% |
$676 - $811
|
7.34K
$407K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$676 - $811
|
5.13K
$285K
|