Purchases and Sales Made in Q2 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 0.24% |
$3.63K - $4K
|
20.8K
$1.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
50+ 0.71% |
$3.63K - $4K
|
7.12K
$425K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
50+ 1.62% |
$3.63K - $4K
|
3.13K
$187K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
49+ 0.82% |
$3.56K - $3.92K
|
6.02K
$359K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
48+ 0.94% |
$3.49K - $3.84K
|
5.17K
$308K
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
47+ 0.19% |
$3.41K - $3.76K
|
25.1K
$1.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
47New |
$3.41K - $3.76K
|
47
$2.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
42+ 0.21% |
$3.05K - $3.36K
|
20.2K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
42+ 0.44% |
$3.05K - $3.36K
|
9.54K
$569K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
41+ 33.88% |
$2.98K - $3.28K
|
162
$9.67K
|
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
40+ 0.38% |
$2.9K - $3.2K
|
10.5K
$624K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
40+ 1.23% |
$2.9K - $3.2K
|
3.28K
$196K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
40+ 0.54% |
$2.9K - $3.2K
|
7.51K
$448K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 1.44% |
$2.9K - $3.2K
|
2.82K
$168K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
39New |
$2.83K - $3.12K
|
39
$2.33K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
38+ 4.16% |
$2.76K - $3.04K
|
952
$56.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
36+ 0.4% |
$2.61K - $2.88K
|
8.98K
$536K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
35New |
$2.54K - $2.8K
|
35
$2.09K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
35+ 0.3% |
$2.54K - $2.8K
|
11.6K
$692K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
35+ 0.68% |
$2.54K - $2.8K
|
5.16K
$308K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
34+ 0.39% |
$2.47K - $2.72K
|
8.83K
$527K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
34+ 2.57% |
$2.47K - $2.72K
|
1.36K
$81K
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
33+ 1.05% |
$2.4K - $2.64K
|
3.17K
$189K
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
33+ 0.7% |
$2.4K - $2.64K
|
4.77K
$284K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
33+ 0.34% |
$2.4K - $2.64K
|
9.88K
$589K
|
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
32New |
$2.32K - $2.56K
|
32
$1.91K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
31+ 0.61% |
$2.25K - $2.48K
|
5.13K
$306K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
30+ 0.18% |
$2.18K - $2.4K
|
16.5K
$987K
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
29+ 0.83% |
$2.11K - $2.32K
|
3.51K
$209K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29+ 5.3% |
$2.11K - $2.32K
|
576
$34.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
28+ 0.06% |
$2.03K - $2.24K
|
47.5K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
28+ 0.46% |
$2.03K - $2.24K
|
6.17K
$368K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
27+ 0.4% |
$1.96K - $2.16K
|
6.75K
$403K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
27+ 0.17% |
$1.96K - $2.16K
|
15.6K
$934K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
25+ 0.6% |
$1.82K - $2K
|
4.17K
$249K
|
|
|
Aug 08, 2022
Q2 2022
|
Baillie Gifford & CO
|
BUY
|
- |
25+ 5.4% |
$1.82K - $2K
|
488
$29.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 3.11% |
$1.82K - $2K
|
830
$49.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
25+ 0.17% |
$1.82K - $2K
|
14.7K
$876K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
23+ 0.29% |
$1.67K - $1.84K
|
7.88K
$470K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
22+ 0.55% |
$1.6K - $1.76K
|
4.01K
$239K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.6% |
$1.6K - $1.76K
|
3.71K
$221K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
21+ 0.79% |
$1.53K - $1.68K
|
2.69K
$161K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 1.09% |
$1.53K - $1.68K
|
1.95K
$116K
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
21+ 0.18% |
$1.53K - $1.68K
|
12K
$717K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
20+ 0.73% |
$1.45K - $1.6K
|
2.76K
$165K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20+ 1.75% |
$1.45K - $1.6K
|
1.16K
$69.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
19+ 0.15% |
$1.38K - $1.52K
|
12.8K
$764K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
18+ 0.22% |
$1.31K - $1.44K
|
8.34K
$498K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
17+ 1.43% |
$1.23K - $1.36K
|
1.21K
$72.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.1% |
$1.23K - $1.36K
|
17.4K
$1.04M
|