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 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
146+ 2.56% |
$9.59K - $10.9K
|
5.84K
$346K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
145+ 2.48% |
$9.53K - $10.8K
|
6K
$356K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
139+ 3.88% |
$9.13K - $10.4K
|
3.72K
$221K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
138+ 0.63% |
$9.07K - $10.3K
|
21.9K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
137+ 0.9% |
$9K - $10.2K
|
15.4K
$914K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
137+ 4.74% |
$9K - $10.2K
|
3.03K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
136+ 0.35% |
$8.94K - $10.1K
|
38.9K
$2.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
135+ 0.43% |
$8.87K - $10.1K
|
31.4K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
134+ 2.4% |
$8.81K - $9.99K
|
5.71K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
130+ 0.79% |
$8.54K - $9.69K
|
16.5K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130+ 3.84% |
$8.54K - $9.69K
|
3.52K
$208K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
128+ 3.57% |
$8.41K - $9.54K
|
3.71K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
127+ 15.36% |
$8.35K - $9.47K
|
954
$56.5K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
126+ 0.18% |
$8.28K - $9.39K
|
71.5K
$4.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
125+ 3.77% |
$8.21K - $9.32K
|
3.44K
$204K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
125+ 0.49% |
$8.21K - $9.32K
|
25.8K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 0.17% |
$8.21K - $9.32K
|
75.7K
$4.49M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
125+ 0.28% |
$8.21K - $9.32K
|
44.5K
$2.64M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
122+ 1.56% |
$8.02K - $9.09K
|
7.94K
$471K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
120+ 2.34% |
$7.89K - $8.94K
|
5.24K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
120+ 0.06% |
$7.89K - $8.94K
|
207K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
119+ 1.15% |
$7.82K - $8.87K
|
10.4K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
119+ 1.87% |
$7.82K - $8.87K
|
6.47K
$384K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
118+ 2.66% |
$7.75K - $8.79K
|
4.55K
$270K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
117+ 4.05% |
$7.69K - $8.72K
|
3.01K
$178K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
115+ 0.17% |
$7.56K - $8.57K
|
69.1K
$4.1M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
115+ 3.06% |
$7.56K - $8.57K
|
3.87K
$229K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
114+ 0.76% |
$7.49K - $8.5K
|
15.1K
$893K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
107+ 1.64% |
$7.03K - $7.97K
|
6.64K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
107+ 2.76% |
$7.03K - $7.97K
|
3.98K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
107+ 0.73% |
$7.03K - $7.97K
|
14.8K
$878K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
105+ 0.46% |
$6.9K - $7.83K
|
23.2K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
105+ 0.4% |
$6.9K - $7.83K
|
26.4K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
104+ 1.08% |
$6.83K - $7.75K
|
9.7K
$575K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
104+ 52.0% |
$6.83K - $7.75K
|
304
$18K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
103+ 0.48% |
$6.77K - $7.68K
|
21.4K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103+ 0.76% |
$6.77K - $7.68K
|
13.6K
$805K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
102+ 1.19% |
$6.7K - $7.6K
|
8.71K
$516K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 6.73% |
$6.64K - $7.53K
|
1.6K
$94.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
101+ 0.11% |
$6.64K - $7.53K
|
92.4K
$5.48M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
100+ 0.45% |
$6.57K - $7.45K
|
22.5K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.52% |
$6.57K - $7.45K
|
6.68K
$396K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
100+ 0.4% |
$6.57K - $7.45K
|
24.9K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 1.41% |
$6.57K - $7.45K
|
7.2K
$427K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
100+ 0.47% |
$6.57K - $7.45K
|
21.4K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.8% |
$6.57K - $7.45K
|
12.6K
$748K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100+ 20.66% |
$6.57K - $7.45K
|
584
$34.6K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
99+ 9.5% |
$6.51K - $7.38K
|
1.14K
$67.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
94+ 0.23% |
$6.18K - $7.01K
|
40.3K
$2.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
93+ 0.06% |
$6.11K - $6.93K
|
149K
$8.83M
|