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 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.41K+ 13.2% |
$92.8K - $105K
|
12.1K
$718K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.4K+ 8.73% |
$91.9K - $104K
|
17.4K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.39K+ 1.27% |
$91.5K - $104K
|
111K
$6.6M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.39K+ 1.83% |
$91.2K - $103K
|
77.2K
$4.58M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 1.32% |
$90.3K - $102K
|
106K
$6.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.36K+ 1.95% |
$89K - $101K
|
70.7K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.35K+ 0.18% |
$88.6K - $101K
|
731K
$43.3M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.35K+ 22.72% |
$88.5K - $100K
|
7.28K
$431K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.35K+ 5.31% |
$88.4K - $100K
|
26.7K
$1.58M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.35K+ 5.31% |
$88.4K - $100K
|
26.7K
$1.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
1.33K+ 1.27% |
$87.6K - $99.3K
|
106K
$6.31M
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.33K+ 23.16% |
$87.5K - $99.3K
|
7.08K
$420K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.33K+ 1.37% |
$87.5K - $99.3K
|
98.3K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.33K+ 19.6% |
$87.4K - $99.1K
|
8.12K
$481K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.32K+ 1.73% |
$86.9K - $98.6K
|
77.9K
$4.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 43.51% |
$86.5K - $98.2K
|
4.34K
$257K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 2.67% |
$85.9K - $97.4K
|
50.3K
$2.98M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.31K+ 0.66% |
$85.8K - $97.3K
|
200K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3K+ 57.21% |
$85.2K - $96.7K
|
3.56K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.27K+ 9.38% |
$83.4K - $94.6K
|
14.8K
$877K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.27KNew |
$83.3K - $94.5K
|
1.27K
$75.2K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.26K+ 9.44% |
$82.9K - $94.1K
|
14.6K
$867K
|
|
|
May 04, 2023
Q1 2023
|
Shayne & Co., LLC
|
BUY
|
- |
1.26K+ 16.46% |
$82.6K - $93.7K
|
8.89K
$527K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.26K+ 4.96% |
$82.5K - $93.6K
|
26.6K
$1.57M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.24K+ 31.29% |
$81.7K - $92.6K
|
5.22K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.24K+ 20.19% |
$81.5K - $92.5K
|
7.39K
$438K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.23K+ 30.54% |
$80.9K - $91.7K
|
5.26K
$312K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.22K+ 6.35% |
$80.3K - $91.1K
|
20.5K
$1.21M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.2K+ 1349.44% |
$78.9K - $89.5K
|
1.29K
$76.5K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 0.32% |
$78.9K - $89.4K
|
379K
$22.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.19K+ 16.48% |
$77.9K - $88.3K
|
8.38K
$496K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.18K+ 3.7% |
$77.8K - $88.2K
|
33.2K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.17K+ 31.78% |
$77.1K - $87.5K
|
4.87K
$289K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.17K+ 2.02% |
$76.8K - $87.1K
|
58.9K
$3.49M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.17K+ 9.79% |
$76.6K - $86.9K
|
13.1K
$775K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 27.53% |
$76.6K - $86.8K
|
5.4K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.16K+ 34.33% |
$76.1K - $86.3K
|
4.53K
$269K
|
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.16K+ 1.31% |
$75.9K - $86.1K
|
89.4K
$5.3M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.15K+ 0.94% |
$75.4K - $85.5K
|
123K
$7.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.13K+ 0.67% |
$74.1K - $84K
|
170K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
1.12K+ 1.02% |
$73.5K - $83.3K
|
111K
$6.55M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.12K+ 32.38% |
$73.4K - $83.3K
|
4.57K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.11K+ 16.65% |
$73K - $82.8K
|
7.78K
$461K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.11K+ 24.3% |
$72.8K - $82.6K
|
5.67K
$336K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.1K+ 24.56% |
$72.3K - $82K
|
5.58K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1.1K+ 21.78% |
$72.3K - $82K
|
6.15K
$365K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.1K+ 0.65% |
$72K - $81.6K
|
169K
$9.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.09K+ 3.85% |
$71.3K - $80.9K
|
29.3K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Altrinsic Global Advisors LLC
Greenwich, CT |
BUY
|
- |
1.07K+ 0.25% |
$70.4K - $79.9K
|
422K
$25M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.07K+ 6.08% |
$70.2K - $79.6K
|
18.6K
$1.1M
|