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 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
4+ 0.01% |
$263 - $298
|
29.9K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
4+ 0.04% |
$263 - $298
|
10.8K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.68% |
$263 - $298
|
596
$35.1K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.01% |
$263 - $298
|
26.9K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4+ 0.06% |
$263 - $298
|
6.38K
$376K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
3+ 0.07% |
$197 - $224
|
4.47K
$263K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
3+ 0.01% |
$197 - $224
|
21.6K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
3+ 12.0% |
$197 - $224
|
28
$1.65K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3+ 0.03% |
$197 - $224
|
11.3K
$666K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$197 - $224
|
1.13K
$66.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.02% |
$131 - $149
|
8.31K
$489K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.06% |
$131 - $149
|
3.58K
$211K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.22% |
$131 - $149
|
166
$9.77K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.01% |
$131 - $149
|
31.7K
$1.87M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.94% |
$65.7 - $74.5
|
107
$6.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.58% |
$65.7 - $74.5
|
174
$10.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $74.5
|
4.65K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.81% |
$65.7 - $74.5
|
125
$7.36K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1+ 0.0% |
$65.7 - $74.5
|
59.6K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$65.7 - $74.5
|
8.92K
$525K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$65.7 - $74.5
|
8.05K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.0% |
$65.7 - $74.5
|
27.5K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.83% |
$65.7 - $74.5
|
121
$7.12K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1+ 0.0% |
$65.7 - $74.5
|
31.2K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.79% |
$65.7 - $74.5
|
128
$7.54K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.02% |
$65.7 - $74.5
|
4.86K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1- 0.02% |
$65.7 - $74.5
|
4.84K
$285K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.02% |
$65.7 - $74.5
|
6.45K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$65.7 - $74.5
|
35.2K
$2.07M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$65.7 - $74.5
|
6.33K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.17% |
$197 - $224
|
69
$4.06K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-5- 0.06% |
$329 - $373
|
7.8K
$459K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6- 0.13% |
$394 - $447
|
4.69K
$276K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-6- 0.19% |
$394 - $447
|
3.22K
$190K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6- -0.0% |
$394 - $447
|
189K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-6- 0.1% |
$394 - $447
|
6.25K
$368K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8- 0.07% |
$526 - $596
|
11.6K
$683K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-9- 0.31% |
$591 - $671
|
2.91K
$171K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 0.98% |
$657 - $745
|
1.01K
$59.5K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10- 0.21% |
$657 - $745
|
4.8K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-10- 0.14% |
$657 - $745
|
7.35K
$433K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11- -0.0% |
$723 - $820
|
320K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.59% |
$723 - $820
|
1.87K
$110K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-12- 2.89% |
$789 - $894
|
403
$23.7K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-12- 0.04% |
$789 - $894
|
27.2K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 2.28% |
$789 - $894
|
514
$30.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-13- 43.33% |
$854 - $969
|
17
$1K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-14- 0.16% |
$920 - $1.04K
|
8.73K
$514K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.9% |
$920 - $1.04K
|
1.54K
$90.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.37% |
$986 - $1.12K
|
4.08K
$240K
|