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 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
50+ 0.15% |
$3.29K - $3.73K
|
32.9K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
49+ 0.09% |
$3.22K - $3.65K
|
56.9K
$3.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.29% |
$3.15K - $3.58K
|
16.6K
$977K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
48+ 0.56% |
$3.15K - $3.58K
|
8.69K
$512K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
45+ 0.37% |
$2.96K - $3.35K
|
12.1K
$711K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
44+ 0.14% |
$2.89K - $3.28K
|
30.9K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
43+ 11.47% |
$2.83K - $3.2K
|
418
$24.6K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
43+ 2.97% |
$2.83K - $3.2K
|
1.49K
$87.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
42+ 0.12% |
$2.76K - $3.13K
|
35.4K
$2.08M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
41+ 1.14% |
$2.69K - $3.06K
|
3.64K
$214K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
40+ 1.35% |
$2.63K - $2.98K
|
3K
$176K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
40+ 0.26% |
$2.63K - $2.98K
|
15.6K
$920K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
40+ 11.43% |
$2.63K - $2.98K
|
390
$23K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
40+ 0.68% |
$2.63K - $2.98K
|
5.94K
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
39+ 0.19% |
$2.56K - $2.91K
|
20.7K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 0.32% |
$2.56K - $2.91K
|
12.1K
$715K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
38+ 1.04% |
$2.5K - $2.83K
|
3.68K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.44% |
$2.5K - $2.83K
|
8.7K
$512K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38+ 0.62% |
$2.5K - $2.83K
|
6.2K
$365K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
37+ 0.73% |
$2.43K - $2.76K
|
5.08K
$299K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
37+ 0.94% |
$2.43K - $2.76K
|
3.97K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
37+ 0.72% |
$2.43K - $2.76K
|
5.21K
$307K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
35+ 0.46% |
$2.3K - $2.61K
|
7.59K
$447K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
34+ 2.71% |
$2.23K - $2.53K
|
1.29K
$75.9K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
34+ 0.74% |
$2.23K - $2.53K
|
4.64K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
34+ 0.43% |
$2.23K - $2.53K
|
7.91K
$466K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
33+ 0.64% |
$2.17K - $2.46K
|
5.22K
$307K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
32+ 0.48% |
$2.1K - $2.38K
|
6.68K
$393K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
31+ 0.3% |
$2.04K - $2.31K
|
10.3K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
31+ 1.38% |
$2.04K - $2.31K
|
2.28K
$134K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
30+ 0.29% |
$1.97K - $2.24K
|
10.4K
$612K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
30+ 73.17% |
$1.97K - $2.24K
|
71
$4.18K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
30+ 0.17% |
$1.97K - $2.24K
|
17.4K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
29+ 0.72% |
$1.91K - $2.16K
|
4.08K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
29+ 0.24% |
$1.91K - $2.16K
|
12K
$706K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
28+ 0.19% |
$1.84K - $2.09K
|
14.7K
$868K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
27+ 0.32% |
$1.77K - $2.01K
|
8.46K
$498K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
27+ 0.58% |
$1.77K - $2.01K
|
4.69K
$276K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.5% |
$1.77K - $2.01K
|
5.44K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 0.47% |
$1.77K - $2.01K
|
5.73K
$337K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 1.99% |
$1.64K - $1.86K
|
1.28K
$75.5K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
25+ 0.62% |
$1.64K - $1.86K
|
4.08K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
25+ 0.79% |
$1.64K - $1.86K
|
3.2K
$188K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 0.73% |
$1.58K - $1.79K
|
3.32K
$195K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.32% |
$1.51K - $1.71K
|
7.16K
$421K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.22% |
$1.51K - $1.71K
|
10.7K
$627K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.63% |
$1.45K - $1.64K
|
3.49K
$205K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22+ 1.72% |
$1.45K - $1.64K
|
1.3K
$76.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.26% |
$1.38K - $1.57K
|
8.09K
$476K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 1.6% |
$1.38K - $1.57K
|
1.33K
$78.5K
|