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 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
500+ 2.54% |
$32.9K - $37.3K
|
20.2K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
500+ 2.95% |
$32.9K - $37.3K
|
17.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 1.85% |
$32.9K - $37.3K
|
27.5K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
497+ 8.03% |
$32.7K - $37K
|
6.69K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
495+ 1.96% |
$32.5K - $36.9K
|
25.8K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
491+ 8.86% |
$32.3K - $36.6K
|
6.03K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
489+ 3.39% |
$32.1K - $36.4K
|
14.9K
$877K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
477+ 1.6% |
$31.3K - $35.6K
|
30.2K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
476+ 6.28% |
$31.3K - $35.5K
|
8.05K
$474K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
472+ 0.67% |
$31K - $35.2K
|
71.2K
$4.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
470+ 7.5% |
$30.9K - $35K
|
6.74K
$397K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
468+ 1.2% |
$30.8K - $34.9K
|
39.6K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
468+ 16.01% |
$30.8K - $34.9K
|
3.39K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
465+ 3.07% |
$30.6K - $34.7K
|
15.6K
$918K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
455+ 9.14% |
$29.9K - $33.9K
|
5.43K
$320K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
452New |
$29.7K - $33.7K
|
452
$26.6K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
450+ 4.79% |
$29.6K - $33.5K
|
9.85K
$580K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
434+ 6.65% |
$28.5K - $32.3K
|
6.96K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
432+ 1.36% |
$28.4K - $32.2K
|
32.1K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
426+ 3.17% |
$28K - $31.7K
|
13.9K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
421+ 85.22% |
$27.7K - $31.4K
|
915
$53.9K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
418New |
$27.5K - $31.2K
|
418
$24.6K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
415New |
$27.3K - $30.9K
|
415
$24.4K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
403+ 8.87% |
$26.5K - $30K
|
4.95K
$291K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
401+ 5.01% |
$26.3K - $29.9K
|
8.4K
$495K
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
400+ 11.91% |
$26.3K - $29.8K
|
3.76K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400+ 8.89% |
$26.3K - $29.8K
|
4.9K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
398+ 0.31% |
$26.2K - $29.7K
|
129K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
395+ 3.92% |
$26K - $29.4K
|
10.5K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
394+ 0.28% |
$25.9K - $29.4K
|
139K
$8.18M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
392+ 78.4% |
$25.8K - $29.2K
|
892
$52.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
390+ 19.6% |
$25.6K - $29.1K
|
2.38K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
387+ 1.7% |
$25.4K - $28.8K
|
23.1K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
381+ 0.68% |
$25K - $28.4K
|
56.2K
$3.31M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
374+ 1.09% |
$24.6K - $27.9K
|
34.8K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
371+ 1.18% |
$24.4K - $27.7K
|
31.7K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
368+ 31.29% |
$24.2K - $27.4K
|
1.54K
$90.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
367+ 9.99% |
$24.1K - $27.4K
|
4.04K
$238K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
365+ 1.15% |
$24K - $27.2K
|
32.2K
$1.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
361+ 2.04% |
$23.7K - $26.9K
|
18.1K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
360+ 5.24% |
$23.7K - $26.8K
|
7.23K
$426K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
354+ 0.68% |
$23.3K - $26.4K
|
52.6K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
350+ 0.47% |
$23K - $26.1K
|
74.8K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
350+ 11.49% |
$23K - $26.1K
|
3.4K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
349+ 3.2% |
$22.9K - $26K
|
11.2K
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
347+ 0.72% |
$22.8K - $25.9K
|
48.3K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
344+ 2.68% |
$22.6K - $25.6K
|
13.2K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
334+ 3.92% |
$21.9K - $24.9K
|
8.85K
$521K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
333+ 4.0% |
$21.9K - $24.8K
|
8.66K
$510K
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
324+ 0.11% |
$21.3K - $24.1K
|
297K
$17.5M
|