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 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.53K+ 12.32% |
$97.2K - $108K
|
13.9K
$816K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.52K+ 2.89% |
$96.8K - $108K
|
54.1K
$3.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.51K+ 3.05% |
$96K - $107K
|
51K
$2.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.49K+ 14.96% |
$94.7K - $105K
|
11.4K
$671K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.49K+ 4.08% |
$94.7K - $105K
|
37.9K
$2.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.49K+ 23.43% |
$94.6K - $105K
|
7.82K
$460K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.47K+ 2.84% |
$93.7K - $104K
|
53.3K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.46K+ 2.05% |
$93.1K - $103K
|
72.6K
$4.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.46K+ 33.73% |
$92.7K - $103K
|
5.77K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.45K+ 18.42% |
$92.1K - $102K
|
9.29K
$546K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.43K+ 8.37% |
$90.8K - $101K
|
18.4K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.42K+ 1.11% |
$90.1K - $100K
|
129K
$7.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.4K+ 1.66% |
$89.3K - $99.2K
|
85.8K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.4K+ 6.08% |
$89.1K - $98.9K
|
24.4K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.39K+ 9.54% |
$88.7K - $98.5K
|
16K
$939K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.38K+ 7.0% |
$88K - $97.8K
|
21.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 14.7% |
$87.6K - $97.3K
|
10.7K
$630K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.37K+ 7.33% |
$87.3K - $96.9K
|
20.1K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.35K+ 2.45% |
$86.1K - $95.6K
|
56.5K
$3.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.34K+ 3.83% |
$85.5K - $94.9K
|
36.4K
$2.14M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$84.9K - $94.3K
|
1.33K
$78.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 25.81% |
$84.7K - $94K
|
6.48K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.32K+ 9.28% |
$84K - $93.3K
|
15.5K
$912K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 2.13% |
$83.5K - $92.7K
|
62.9K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.3K+ 6.72% |
$83K - $92.1K
|
20.7K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.3K+ 5.14% |
$82.6K - $91.7K
|
26.5K
$1.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.29K+ 2.56% |
$82.2K - $91.3K
|
51.7K
$3.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.29K+ 12.17% |
$82.1K - $91.2K
|
11.9K
$698K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.28K+ 13.28% |
$81.6K - $90.6K
|
10.9K
$642K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.28K+ 1.79% |
$81.5K - $90.5K
|
72.8K
$4.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.28K+ 6.97% |
$81.5K - $90.5K
|
19.6K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.28K+ 3.96% |
$81.5K - $90.5K
|
33.6K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.27K+ 8.93% |
$81.1K - $90.1K
|
15.5K
$912K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.27KNew |
$80.6K - $89.5K
|
1.27K
$74.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 27.68% |
$79.9K - $88.7K
|
5.78K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.25K+ 9.06% |
$79.4K - $88.2K
|
15K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.24K+ 3.58% |
$78.8K - $87.5K
|
35.8K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.22K+ 2.51% |
$77.7K - $86.3K
|
49.8K
$2.93M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.21K+ 26.09% |
$77.2K - $85.7K
|
5.85K
$344K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.2K+ 9.56% |
$76.6K - $85.1K
|
13.8K
$810K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
1.2K+ 12.01% |
$76.5K - $84.9K
|
11.2K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.2K+ 9.6% |
$76.5K - $84.9K
|
13.7K
$805K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 22.14% |
$76.1K - $84.5K
|
6.59K
$387K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.19KNew |
$75.7K - $84K
|
1.19K
$69.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.18K+ 4.44% |
$75.4K - $83.8K
|
27.9K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.18K+ 0.71% |
$75.4K - $83.8K
|
168K
$9.88M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.18K+ 4.44% |
$75.4K - $83.8K
|
27.9K
$1.64M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.18K+ 11.18% |
$75.1K - $83.3K
|
11.7K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.17K+ 2.16% |
$74.2K - $82.4K
|
55.2K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.15K+ 11.05% |
$73.5K - $81.6K
|
11.6K
$681K
|