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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
686+ 2.45% |
$45.1K - $51.1K
|
28.7K
$1.69M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
681+ 20.38% |
$44.7K - $50.8K
|
4.02K
$237K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
679New |
$44.6K - $50.6K
|
679
$40K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
677+ 12.72% |
$44.5K - $50.5K
|
6K
$353K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
670+ 2.02% |
$44K - $49.9K
|
33.8K
$1.99M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
657+ 14.09% |
$43.2K - $49K
|
5.32K
$313K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
657+ 10.74% |
$43.2K - $49K
|
6.78K
$399K
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
650+ 3.37% |
$42.7K - $48.4K
|
19.9K
$1.17M
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
650+ 13.25% |
$42.7K - $48.4K
|
5.55K
$327K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
647+ 0.55% |
$42.5K - $48.2K
|
118K
$6.93M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
646+ 1.43% |
$42.4K - $48.1K
|
45.7K
$2.69M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
644+ 0.78% |
$42.3K - $48K
|
83.4K
$4.91M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
640+ 99.84% |
$42.1K - $47.7K
|
1.28K
$75.4K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 22.69% |
$41.9K - $47.5K
|
3.44K
$203K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
634+ 4.65% |
$41.7K - $47.3K
|
14.3K
$840K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
626+ 5.19% |
$41.1K - $46.7K
|
12.7K
$748K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
623+ 5.89% |
$40.9K - $46.4K
|
11.2K
$659K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
619+ 2.68% |
$40.7K - $46.1K
|
23.7K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
611+ 0.49% |
$40.1K - $45.5K
|
125K
$7.38M
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
604+ 12.39% |
$39.7K - $45K
|
5.48K
$323K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
600+ 15.28% |
$39.4K - $44.7K
|
4.53K
$267K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
600+ 0.32% |
$39.4K - $44.7K
|
190K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600+ 20.8% |
$39.4K - $44.7K
|
3.48K
$205K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
587+ 8.27% |
$38.6K - $43.7K
|
7.69K
$452K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
585+ 2.63% |
$38.4K - $43.6K
|
22.8K
$1.34M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
580New |
$38.1K - $43.2K
|
580
$34.1K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
578+ 7.27% |
$38K - $43.1K
|
8.53K
$502K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
576+ 18.75% |
$37.8K - $42.9K
|
3.65K
$215K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
576+ 18.75% |
$37.8K - $42.9K
|
3.65K
$215K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
572+ 4.97% |
$37.6K - $42.6K
|
12.1K
$711K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
570+ 1.78% |
$37.5K - $42.5K
|
32.6K
$1.92M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
563+ 13.13% |
$37K - $42K
|
4.85K
$286K
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
561+ 0.17% |
$36.9K - $41.8K
|
325K
$19.1M
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
553+ 1.52% |
$36.3K - $41.2K
|
37K
$2.18M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
545+ 3.75% |
$35.8K - $40.6K
|
15.1K
$888K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
545+ 17.44% |
$35.8K - $40.6K
|
3.67K
$216K
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
545+ 11.36% |
$35.8K - $40.6K
|
5.34K
$314K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
541+ 14.97% |
$35.5K - $40.3K
|
4.16K
$245K
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
533+ 1.15% |
$35K - $39.7K
|
46.9K
$2.76M
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
530+ 16.98% |
$34.8K - $39.5K
|
3.65K
$215K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
530+ 2.62% |
$34.8K - $39.5K
|
20.8K
$1.22M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
528+ 0.67% |
$34.7K - $39.4K
|
78.9K
$4.64M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
527+ 9.36% |
$34.6K - $39.3K
|
6.16K
$362K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
526+ 10.1% |
$34.6K - $39.2K
|
5.74K
$338K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
521New |
$34.2K - $38.8K
|
521
$30.7K
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
515+ 1.78% |
$33.8K - $38.4K
|
29.4K
$1.73M
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
510+ 0.44% |
$33.5K - $38K
|
116K
$6.85M
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
507+ 2.04% |
$33.3K - $37.8K
|
25.4K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
506+ 12.41% |
$33.2K - $37.7K
|
4.58K
$270K
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 1.39% |
$32.9K - $37.3K
|
36.5K
$2.15M
|