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 |
---|---|---|---|---|---|---|---|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
319+ 9.97% |
$21K - $23.8K
|
3.52K
$207K
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
318+ 7.47% |
$20.9K - $23.7K
|
4.58K
$269K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
317+ 0.08% |
$20.8K - $23.6K
|
418K
$24.6M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
316+ 0.7% |
$20.8K - $23.6K
|
45.3K
$2.67M
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
313+ 0.3% |
$20.6K - $23.3K
|
106K
$6.24M
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
313+ 5.64% |
$20.6K - $23.3K
|
5.86K
$345K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
312+ 0.45% |
$20.5K - $23.3K
|
69K
$4.06M
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
310+ 7.11% |
$20.4K - $23.1K
|
4.67K
$275K
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
308+ 1.58% |
$20.2K - $23K
|
19.8K
$1.17M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
305+ 1.07% |
$20K - $22.7K
|
28.9K
$1.7M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
302+ 3.47% |
$19.8K - $22.5K
|
9.01K
$530K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
300+ 9.41% |
$19.7K - $22.4K
|
3.49K
$205K
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
300+ 1.06% |
$19.7K - $22.4K
|
28.5K
$1.68M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$19.7K - $22.4K
|
300
$17.7K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
300+ 0.8% |
$19.7K - $22.4K
|
38K
$2.23M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
300+ 1.06% |
$19.7K - $22.4K
|
28.5K
$1.68M
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
292+ 2.86% |
$19.2K - $21.8K
|
10.5K
$618K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
288+ 1.19% |
$18.9K - $21.5K
|
24.5K
$1.44M
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
287+ 0.11% |
$18.9K - $21.4K
|
250K
$14.7M
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
284+ 2.41% |
$18.7K - $21.2K
|
12.1K
$712K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
283+ 3.56% |
$18.6K - $21.1K
|
8.23K
$485K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
283+ 3.8% |
$18.6K - $21.1K
|
7.73K
$455K
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
276+ 2.48% |
$18.1K - $20.6K
|
11.4K
$673K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
274+ 4.64% |
$18K - $20.4K
|
6.17K
$363K
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
273+ 9.19% |
$17.9K - $20.3K
|
3.25K
$191K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
270+ 0.87% |
$17.7K - $20.1K
|
31.3K
$1.84M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
268+ 9.21% |
$17.6K - $20K
|
3.18K
$187K
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
262+ 0.64% |
$17.2K - $19.5K
|
41.2K
$2.42M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
262+ 1.25% |
$17.2K - $19.5K
|
21.2K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
258+ 6.0% |
$17K - $19.2K
|
4.56K
$268K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
258New |
$17K - $19.2K
|
258
$15.2K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
254+ 4.29% |
$16.7K - $18.9K
|
6.17K
$363K
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
252+ 4.86% |
$16.6K - $18.8K
|
5.43K
$320K
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
252+ 4.2% |
$16.6K - $18.8K
|
6.25K
$368K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
250+ 2.67% |
$16.4K - $18.6K
|
9.62K
$567K
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
250+ 6.64% |
$16.4K - $18.6K
|
4.01K
$236K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
250+ 10.2% |
$16.4K - $18.6K
|
2.7K
$159K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
249+ 0.78% |
$16.4K - $18.6K
|
32K
$1.88M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
247+ 0.85% |
$16.2K - $18.4K
|
29.3K
$1.72M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
241+ 2.8% |
$15.8K - $18K
|
8.84K
$520K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
240+ 1.02% |
$15.8K - $17.9K
|
23.9K
$1.41M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
240New |
$15.8K - $17.9K
|
240
$14.1K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
239+ 5.54% |
$15.7K - $17.8K
|
4.55K
$268K
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
239+ 8.34% |
$15.7K - $17.8K
|
3.1K
$183K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
239+ 2.44% |
$15.7K - $17.8K
|
10K
$592K
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
239+ 2.44% |
$15.7K - $17.8K
|
10K
$591K
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 1.99% |
$15.4K - $17.4K
|
12K
$706K
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
234+ 1.73% |
$15.4K - $17.4K
|
13.8K
$810K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
233+ 3.14% |
$15.3K - $17.4K
|
7.65K
$450K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
233+ 0.14% |
$15.3K - $17.4K
|
168K
$9.9M
|