Purchases and Sales Made in Q2 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.07K+ 69.6% |
$132K - $147K
|
5.05K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.04K+ 40.54% |
$130K - $144K
|
7.07K
$415K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.04K+ 139.86% |
$130K - $144K
|
3.49K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.03K+ 4.05% |
$130K - $144K
|
52.2K
$3.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.02K+ 46.19% |
$129K - $143K
|
6.4K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 11.7% |
$127K - $141K
|
19.1K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.98K+ 1.27% |
$126K - $140K
|
158K
$9.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.97K+ 15.9% |
$125K - $139K
|
14.4K
$843K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.96K+ 2.6% |
$125K - $138K
|
77.2K
$4.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.94K+ 1.15% |
$124K - $137K
|
171K
$10M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.93K+ 23.06% |
$123K - $137K
|
10.3K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.91K+ 1.78% |
$122K - $135K
|
109K
$6.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.9K+ 10.21% |
$121K - $134K
|
20.5K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 5.59% |
$119K - $132K
|
35.3K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
1.85K+ 10.22% |
$118K - $131K
|
20K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.85K+ 14.15% |
$118K - $131K
|
14.9K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.85K+ 5.99% |
$118K - $131K
|
32.7K
$1.92M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.85K+ 7.51% |
$118K - $131K
|
26.4K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.82K+ 2.42% |
$116K - $129K
|
77.2K
$4.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.81K+ 4.51% |
$115K - $128K
|
41.9K
$2.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.8K+ 5.18% |
$115K - $127K
|
36.6K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.8K+ 0.79% |
$114K - $127K
|
230K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.79K+ 1.13% |
$114K - $126K
|
160K
$9.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.79K+ 3.98% |
$114K - $126K
|
46.6K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.77K+ 17.77% |
$113K - $125K
|
11.7K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.77K+ 2.15% |
$113K - $125K
|
83.9K
$4.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.76K+ 4.18% |
$112K - $125K
|
43.8K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.76K+ 2.54% |
$112K - $124K
|
71.1K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.75K+ 1.65% |
$112K - $124K
|
108K
$6.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75K+ 59.71% |
$111K - $124K
|
4.67K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.72K+ 1.74% |
$110K - $122K
|
101K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.71K+ 3.18% |
$109K - $121K
|
55.4K
$3.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.69K+ 1.89% |
$108K - $119K
|
91.1K
$5.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.67K+ 29.49% |
$106K - $118K
|
7.34K
$431K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.66K+ 27.26% |
$106K - $117K
|
7.75K
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.64K+ 6.97% |
$104K - $116K
|
25.1K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.62K+ 2.99% |
$103K - $115K
|
55.8K
$3.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 1.26% |
$103K - $114K
|
130K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.6K+ 22.1% |
$102K - $113K
|
8.84K
$519K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.6K+ 37.44% |
$102K - $113K
|
5.86K
$344K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.59K+ 27.67% |
$101K - $112K
|
7.32K
$430K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.58K+ 14.86% |
$101K - $112K
|
12.2K
$719K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.58K+ 7.39% |
$101K - $112K
|
23K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 0.75% |
$100K - $111K
|
210K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 8.21% |
$100K - $111K
|
20.7K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 6.06% |
$99.6K - $111K
|
27.4K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.56K+ 30.65% |
$99.2K - $110K
|
6.64K
$390K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.56K+ 0.29% |
$99.1K - $110K
|
535K
$31.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.54K+ 1.23% |
$98.2K - $109K
|
127K
$7.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.54K+ 0.32% |
$98K - $109K
|
479K
$28.1M
|