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 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.75K+ 28.54% |
$181K - $205K
|
12.4K
$729K
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.73K+ 5.91% |
$179K - $203K
|
48.9K
$2.88M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.71K+ 30.81% |
$178K - $202K
|
11.5K
$677K
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.67K+ 8.06% |
$175K - $199K
|
35.8K
$2.11M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 10.83% |
$175K - $198K
|
27.3K
$1.6M
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
2.64K+ 2.15% |
$174K - $197K
|
126K
$7.39M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.58K+ 15.55% |
$170K - $193K
|
19.2K
$1.13M
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.57K+ 22.21% |
$169K - $192K
|
14.1K
$833K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.56K+ 2.5% |
$168K - $191K
|
105K
$6.19M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.55K+ 0.49% |
$168K - $190K
|
523K
$30.8M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 3.15% |
$167K - $189K
|
83.2K
$4.9M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.5K+ 60.81% |
$164K - $186K
|
6.61K
$389K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.49K+ 43.08% |
$164K - $186K
|
8.28K
$487K
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.48K+ 9.35% |
$163K - $185K
|
29K
$1.71M
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 11.38% |
$163K - $185K
|
24.2K
$1.43M
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.46K+ 1.58% |
$162K - $183K
|
158K
$9.28M
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
2.44K+ 2.53% |
$160K - $181K
|
98.8K
$5.82M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.43K+ 3.51% |
$160K - $181K
|
71.6K
$4.21M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 10.17% |
$156K - $177K
|
25.8K
$1.52M
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.38K+ 73.31% |
$156K - $177K
|
5.62K
$331K
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
2.37K+ 9.27% |
$156K - $177K
|
27.9K
$1.65M
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.37K+ 16.17% |
$156K - $177K
|
17K
$1M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.36K+ 6.8% |
$155K - $176K
|
37.1K
$2.18M
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.32K+ 2.72% |
$152K - $173K
|
87.5K
$5.15M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.31K+ 13.71% |
$152K - $172K
|
19.2K
$1.13M
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
2.28K+ 1.88% |
$150K - $170K
|
124K
$7.27M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.27K+ 33.95% |
$149K - $169K
|
8.97K
$528K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.26K+ 0.15% |
$149K - $169K
|
1.5M
$88.4M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
2.26K+ 0.73% |
$149K - $168K
|
312K
$18.4M
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.22K+ 2.93% |
$146K - $166K
|
77.9K
$4.59M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.19K+ 4.08% |
$144K - $163K
|
55.9K
$3.29M
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.15K+ 136.08% |
$141K - $160K
|
3.73K
$220K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.14K+ 21.8% |
$141K - $160K
|
12K
$705K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.13K+ 2.91% |
$140K - $159K
|
75.2K
$4.43M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.12K+ 41.65% |
$139K - $158K
|
7.21K
$424K
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
2.09K+ 24.5% |
$137K - $156K
|
10.6K
$625K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.07K+ 12.43% |
$136K - $154K
|
18.7K
$1.1M
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.03K+ 5.2% |
$134K - $152K
|
41.2K
$2.42M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.01K+ 0.89% |
$132K - $150K
|
227K
$13.3M
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2K+ 2.99% |
$131K - $149K
|
68.8K
$4.05M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.98K+ 10.21% |
$130K - $148K
|
21.4K
$1.26M
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.98KNew |
$130K - $147K
|
1.98K
$116K
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.97K+ 55.32% |
$130K - $147K
|
5.54K
$326K
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.97K+ 33.05% |
$129K - $147K
|
7.93K
$467K
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.97K+ 9.56% |
$129K - $147K
|
22.5K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.97K+ 2.84% |
$129K - $147K
|
71.1K
$4.19M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.9K+ 4.22% |
$125K - $142K
|
47K
$2.77M
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.89K+ 3.73% |
$124K - $141K
|
52.6K
$3.1M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 5.93% |
$124K - $141K
|
33.8K
$1.99M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.88KNew |
$123K - $140K
|
1.88K
$111K
|