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
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21+ 0.28% |
$1.38K - $1.57K
|
7.6K
$447K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$1.31K - $1.49K
|
14.9K
$878K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 1.92% |
$1.31K - $1.49K
|
1.06K
$62.5K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$1.31K - $1.49K
|
20
$1.18K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
20+ 0.68% |
$1.31K - $1.49K
|
2.95K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.16% |
$1.31K - $1.49K
|
12.4K
$733K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.73% |
$1.25K - $1.42K
|
2.62K
$154K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 1900.0% |
$1.25K - $1.42K
|
20
$1.18K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
18+ 0.15% |
$1.18K - $1.34K
|
12K
$706K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.55% |
$1.18K - $1.34K
|
3.3K
$194K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18+ 0.13% |
$1.18K - $1.34K
|
13.4K
$786K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 1.77% |
$1.18K - $1.34K
|
1.04K
$61K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
17+ 0.45% |
$1.12K - $1.27K
|
3.82K
$225K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17+ 0.64% |
$1.12K - $1.27K
|
2.65K
$156K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
17+ 0.14% |
$1.12K - $1.27K
|
12.3K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.19% |
$1.12K - $1.27K
|
9.01K
$531K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
16+ 0.4% |
$1.05K - $1.19K
|
4.04K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.55% |
$1.05K - $1.19K
|
2.91K
$171K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
15+ 0.12% |
$986 - $1.12K
|
12.4K
$727K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
15+ 0.11% |
$986 - $1.12K
|
13.6K
$799K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15+ 0.5% |
$986 - $1.12K
|
2.99K
$176K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$920 - $1.04K
|
14
$824
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
13+ 0.39% |
$854 - $969
|
3.33K
$196K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
13+ 0.35% |
$854 - $969
|
3.76K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13+ 0.03% |
$854 - $969
|
42.4K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.29% |
$789 - $894
|
4.13K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 0.27% |
$789 - $894
|
4.46K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 13.19% |
$789 - $894
|
103
$6.06K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12+ 0.37% |
$789 - $894
|
3.24K
$191K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11+ 0.14% |
$723 - $820
|
7.85K
$462K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.27% |
$657 - $745
|
3.77K
$222K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
10+ 0.03% |
$657 - $745
|
33.2K
$1.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$591 - $671
|
7.48K
$441K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9+ 0.03% |
$591 - $671
|
33.9K
$1.99M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
9+ 0.14% |
$591 - $671
|
6.64K
$391K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.68% |
$526 - $596
|
1.18K
$69.4K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 1.55% |
$526 - $596
|
524
$30.8K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.29% |
$526 - $596
|
2.79K
$164K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
7+ 0.12% |
$460 - $522
|
5.97K
$352K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.11% |
$460 - $522
|
6.3K
$371K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$394 - $447
|
3.68K
$216K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.03% |
$394 - $447
|
18.6K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.11% |
$394 - $447
|
5.54K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$394 - $447
|
6.97K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5+ 0.05% |
$329 - $373
|
10.7K
$627K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$329 - $373
|
3.06K
$180K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5+ 0.1% |
$329 - $373
|
4.78K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.1% |
$329 - $373
|
4.93K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 0.53% |
$329 - $373
|
946
$55.7K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 0.12% |
$329 - $373
|
4.3K
$253K
|