Purchases and Sales Made in Q1 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2023. 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 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.64K+ 12.71% |
$239K - $272K
|
32.3K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.64K+ 7.52% |
$239K - $271K
|
52K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.6K+ 8.18% |
$236K - $268K
|
47.6K
$2.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.55K+ 22.59% |
$233K - $264K
|
19.2K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.54KNew |
$233K - $264K
|
3.54K
$208K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.52KNew |
$231K - $262K
|
3.52K
$207K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.48K+ 9.93% |
$229K - $260K
|
38.6K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.44KNew |
$226K - $256K
|
3.44K
$202K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.41K+ 17.45% |
$224K - $254K
|
22.9K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
3.4K+ 99.91% |
$223K - $253K
|
6.8K
$400K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.37KNew |
$221K - $251K
|
3.37K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.37K+ 24.91% |
$221K - $251K
|
16.9K
$994K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$219K - $248K
|
3.33K
$196K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.3K+ 21.45% |
$217K - $246K
|
18.7K
$1.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.26KNew |
$214K - $243K
|
3.26K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
3.25K+ 14.17% |
$214K - $242K
|
26.2K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 66.21% |
$210K - $238K
|
8.03K
$473K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 66.21% |
$210K - $238K
|
8.03K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.12K+ 0.48% |
$205K - $232K
|
648K
$38.1M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.11K+ 7.45% |
$204K - $232K
|
44.8K
$2.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.11KNew |
$204K - $231K
|
3.11K
$183K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.05KNew |
$201K - $228K
|
3.05K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.03K+ 4.36% |
$199K - $226K
|
72.5K
$4.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.02K+ 46.42% |
$198K - $225K
|
9.52K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.02KNew |
$198K - $225K
|
3.02K
$178K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$197K - $224K
|
3K
$177K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3K+ 11.59% |
$197K - $224K
|
28.9K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
3K+ 23.35% |
$197K - $224K
|
15.8K
$933K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.99K+ 5.19% |
$197K - $223K
|
60.7K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.99K+ 4.65% |
$197K - $223K
|
67.3K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.99K+ 3.11% |
$197K - $223K
|
99.1K
$5.83M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.99K+ 39.26% |
$196K - $223K
|
10.6K
$624K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.98KNew |
$196K - $222K
|
2.98K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.98K+ 50.48% |
$196K - $222K
|
8.88K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.96KNew |
$194K - $220K
|
2.96K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
2.94K+ 1.14% |
$193K - $219K
|
262K
$15.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.93KNew |
$192K - $218K
|
2.93K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.9K+ 0.76% |
$191K - $216K
|
387K
$22.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.88K+ 6.21% |
$189K - $214K
|
49.2K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.88K+ 0.59% |
$189K - $214K
|
491K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.87KNew |
$189K - $214K
|
2.87K
$169K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$189K - $214K
|
2.87K
$169K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.87K+ 25.23% |
$188K - $214K
|
14.2K
$838K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 162.63% |
$188K - $213K
|
4.62K
$272K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.85K+ 2.64% |
$187K - $213K
|
111K
$6.53M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.85K+ 11.33% |
$187K - $212K
|
28K
$1.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.8K+ 24.15% |
$184K - $209K
|
14.4K
$847K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.8K+ 0.5% |
$184K - $209K
|
560K
$33M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.79K+ 2.61% |
$184K - $208K
|
110K
$6.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.78K+ 5.34% |
$183K - $207K
|
54.9K
$3.23M
|