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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
93+ 0.29% |
$6.11K - $6.93K
|
32.4K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
93+ 1.23% |
$6.11K - $6.93K
|
7.66K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
90+ 2.68% |
$5.91K - $6.71K
|
3.45K
$203K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
87+ 0.34% |
$5.72K - $6.48K
|
25.9K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
86+ 1.88% |
$5.65K - $6.41K
|
4.66K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
86+ 2.69% |
$5.65K - $6.41K
|
3.28K
$193K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
85+ 0.69% |
$5.59K - $6.34K
|
12.5K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
85+ 0.1% |
$5.59K - $6.34K
|
83.1K
$4.89M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
85+ 0.38% |
$5.59K - $6.34K
|
22.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
84+ 1.55% |
$5.52K - $6.26K
|
5.5K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
82+ 1.45% |
$5.39K - $6.11K
|
5.73K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
81+ 0.52% |
$5.32K - $6.04K
|
15.5K
$913K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
79+ 2.4% |
$5.19K - $5.89K
|
3.37K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
78+ 1.23% |
$5.13K - $5.81K
|
6.4K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
77+ 0.52% |
$5.06K - $5.74K
|
14.9K
$877K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
76+ 0.41% |
$4.99K - $5.66K
|
18.6K
$1.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
75+ 0.39% |
$4.93K - $5.59K
|
19.1K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
75+ 0.8% |
$4.93K - $5.59K
|
9.4K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
73+ 15.94% |
$4.8K - $5.44K
|
531
$31.3K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
73+ 0.29% |
$4.8K - $5.44K
|
25.2K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
73+ 1.0% |
$4.8K - $5.44K
|
7.4K
$436K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
71+ 0.36% |
$4.67K - $5.29K
|
19.8K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
70+ 0.71% |
$4.6K - $5.22K
|
9.9K
$583K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
69+ 0.66% |
$4.53K - $5.14K
|
10.5K
$618K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
69+ 2.16% |
$4.53K - $5.14K
|
3.27K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
68+ 0.38% |
$4.47K - $5.07K
|
18.1K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
67+ 1.84% |
$4.4K - $4.99K
|
3.71K
$219K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 0.62% |
$4.27K - $4.84K
|
10.6K
$624K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
64+ 0.53% |
$4.21K - $4.77K
|
12.1K
$713K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
62+ 0.48% |
$4.07K - $4.62K
|
12.9K
$760K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
62+ 1.28% |
$4.07K - $4.62K
|
4.92K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
62+ 0.15% |
$4.07K - $4.62K
|
42.4K
$2.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
61+ 0.85% |
$4.01K - $4.55K
|
7.21K
$424K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
61+ 2.04% |
$4.01K - $4.55K
|
3.06K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
60+ 0.84% |
$3.94K - $4.47K
|
7.24K
$426K
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
60+ 0.28% |
$3.94K - $4.47K
|
21.1K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
57+ 0.73% |
$3.75K - $4.25K
|
7.87K
$463K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
56+ 1.2% |
$3.68K - $4.17K
|
4.73K
$278K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
56+ 0.78% |
$3.68K - $4.17K
|
7.28K
$429K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
55+ 0.88% |
$3.61K - $4.1K
|
6.31K
$372K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
54+ 0.13% |
$3.55K - $4.02K
|
43.1K
$2.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
54+ 0.28% |
$3.55K - $4.02K
|
19.6K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
53+ 0.68% |
$3.48K - $3.95K
|
7.9K
$465K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
52+ 0.77% |
$3.42K - $3.88K
|
6.79K
$400K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
52+ 0.83% |
$3.42K - $3.88K
|
6.33K
$373K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
51+ 2.67% |
$3.35K - $3.8K
|
1.96K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
51+ 0.89% |
$3.35K - $3.8K
|
5.81K
$342K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
50+ 0.82% |
$3.29K - $3.73K
|
6.13K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
50+ 0.96% |
$3.29K - $3.73K
|
5.25K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.24% |
$3.29K - $3.73K
|
21.1K
$1.24M
|