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 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
823+ 1.61% |
$54.1K - $61.3K
|
51.8K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
820+ 8.49% |
$53.9K - $61.1K
|
10.5K
$617K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
817+ 6.06% |
$53.7K - $60.9K
|
14.3K
$842K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
816+ 4.62% |
$53.6K - $60.8K
|
18.5K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
814+ 4.29% |
$53.5K - $60.7K
|
19.8K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
813+ 2.5% |
$53.4K - $60.6K
|
33.3K
$1.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
812+ 6.96% |
$53.4K - $60.5K
|
12.5K
$735K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
811+ 10.81% |
$53.3K - $60.4K
|
8.31K
$489K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
805+ 13.88% |
$52.9K - $60K
|
6.61K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
804+ 9.49% |
$52.8K - $59.9K
|
9.28K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
802+ 28.38% |
$52.7K - $59.8K
|
3.63K
$214K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
800+ 9.96% |
$52.6K - $59.6K
|
8.83K
$520K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 0.58% |
$52.6K - $59.6K
|
138K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
Birchview Capital, LP
Burlington, VT |
BUY
|
- |
800+ 0.11% |
$52.6K - $59.6K
|
729K
$42.9M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
797+ 3.12% |
$52.4K - $59.4K
|
26.4K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
796+ 20.97% |
$52.3K - $59.3K
|
4.59K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
794+ 7.52% |
$52.2K - $59.2K
|
11.3K
$668K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
792+ 3.24% |
$52K - $59K
|
25.2K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
781+ 6.12% |
$51.3K - $58.2K
|
13.5K
$797K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
769+ 1.32% |
$50.5K - $57.3K
|
58.9K
$3.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
769+ 24.81% |
$50.5K - $57.3K
|
3.87K
$228K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
766+ 0.22% |
$50.3K - $57.1K
|
342K
$20.1M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
765New |
$50.3K - $57K
|
765
$45K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
762+ 3.77% |
$50.1K - $56.8K
|
21K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
761+ 19.5% |
$50K - $56.7K
|
4.66K
$275K
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
760+ 26.92% |
$49.9K - $56.6K
|
3.58K
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
751+ 3.1% |
$49.3K - $56K
|
25K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
751+ 3.79% |
$49.3K - $56K
|
20.6K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
751+ 1.88% |
$49.3K - $56K
|
40.7K
$2.4M
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
750+ 1.3% |
$49.3K - $55.9K
|
58.6K
$3.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
747+ 0.42% |
$49.1K - $55.7K
|
180K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
746+ 2.1% |
$49K - $55.6K
|
36.2K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
740+ 1.72% |
$48.6K - $55.2K
|
43.7K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
728+ 3.34% |
$47.8K - $54.3K
|
22.5K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
726+ 10.0% |
$47.7K - $54.1K
|
7.98K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
724+ 4.15% |
$47.6K - $54K
|
18.2K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
720+ 4.84% |
$47.3K - $53.7K
|
15.6K
$918K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
716+ 3.73% |
$47K - $53.4K
|
19.9K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
715+ 5.64% |
$47K - $53.3K
|
13.4K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
712+ 12.71% |
$46.8K - $53.1K
|
6.31K
$372K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
707+ 6.24% |
$46.5K - $52.7K
|
12K
$709K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
706+ 22.8% |
$46.4K - $52.6K
|
3.8K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
706+ 17.35% |
$46.4K - $52.6K
|
4.78K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
706+ 25.48% |
$46.4K - $52.6K
|
3.48K
$205K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
704+ 24.56% |
$46.3K - $52.5K
|
3.57K
$210K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
703+ 1.79% |
$46.2K - $52.4K
|
39.9K
$2.35M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
701+ 17.69% |
$46.1K - $52.2K
|
4.66K
$275K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
701+ 17.69% |
$46.1K - $52.2K
|
4.66K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
698+ 9.51% |
$45.9K - $52K
|
8.04K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
689+ 12.1% |
$45.3K - $51.4K
|
6.38K
$376K
|