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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.13K+ 1.17% |
$72.1K - $80K
|
98.1K
$5.76M
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.13K+ 17.56% |
$72K - $79.9K
|
7.57K
$444K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.13K+ 21.07% |
$71.9K - $79.9K
|
6.49K
$381K
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.13K+ 0.16% |
$71.8K - $79.7K
|
686K
$40.3M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.11K+ 4.31% |
$70.9K - $78.7K
|
26.9K
$1.58M
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.11K+ 38.16% |
$70.7K - $78.5K
|
4.02K
$236K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
1.1K+ 1.33% |
$70.3K - $78K
|
84.2K
$4.95M
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.1K+ 22.45% |
$70.1K - $77.8K
|
6K
$352K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 4.05% |
$69.4K - $77.1K
|
28K
$1.65M
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.09KNew |
$69.2K - $76.8K
|
1.09K
$63.8K
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.09K+ 0.98% |
$69.1K - $76.8K
|
112K
$6.55M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.08K+ 5.67% |
$68.9K - $76.5K
|
20.2K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.08K+ 1.0% |
$68.9K - $76.5K
|
109K
$6.43M
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.07K+ 2.05% |
$68K - $75.5K
|
53.1K
$3.12M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 9.1% |
$67.9K - $75.3K
|
12.8K
$750K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.06K+ 19.16% |
$67.6K - $75.1K
|
6.6K
$388K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.06K+ 4.9% |
$67.4K - $74.8K
|
22.6K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.06K+ 3.29% |
$67.3K - $74.8K
|
33.2K
$1.95M
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.05K+ 1.79% |
$67K - $74.3K
|
59.8K
$3.51M
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.05K+ 24.65% |
$66.9K - $74.3K
|
5.31K
$312K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.05K+ 19.01% |
$66.8K - $74.2K
|
6.57K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 16.12% |
$66.4K - $73.8K
|
7.51K
$441K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.04KNew |
$66.4K - $73.7K
|
1.04K
$61.2K
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.03K+ 24.01% |
$65.9K - $73.1K
|
5.34K
$314K
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.03K+ 3.52% |
$65.7K - $72.9K
|
30.3K
$1.78M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.02K+ 4.91% |
$65.1K - $72.3K
|
21.8K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.01K+ 17.44% |
$64.2K - $71.2K
|
6.78K
$398K
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1K+ 1.34% |
$63.7K - $70.7K
|
75.8K
$4.45M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
992+ 4.44% |
$63.2K - $70.2K
|
23.3K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
974+ 9.72% |
$62.1K - $68.9K
|
11K
$646K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
965+ 13.72% |
$61.5K - $68.3K
|
8K
$470K
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
964+ 7.04% |
$61.4K - $68.2K
|
14.7K
$861K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
961New |
$61.2K - $68K
|
961
$56.4K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
949+ 25.86% |
$60.5K - $67.1K
|
4.62K
$271K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
938+ 1.73% |
$59.8K - $66.4K
|
55.3K
$3.25M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
925+ 2.21% |
$58.9K - $65.4K
|
42.8K
$2.51M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
924+ 1.11% |
$58.9K - $65.4K
|
84.2K
$4.94M
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
917+ 4.26% |
$58.4K - $64.9K
|
22.5K
$1.32M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
916+ 6.26% |
$58.4K - $64.8K
|
15.5K
$913K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
915+ 1.74% |
$58.3K - $64.7K
|
53.4K
$3.14M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
913+ 8.56% |
$58.2K - $64.6K
|
11.6K
$680K
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
911+ 11.69% |
$58K - $64.4K
|
8.7K
$511K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
910+ 0.77% |
$58K - $64.4K
|
119K
$6.97M
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
909+ 3.47% |
$57.9K - $64.3K
|
27.1K
$1.59M
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
904+ 4.24% |
$57.6K - $63.9K
|
22.2K
$1.31M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
900+ 9.14% |
$57.3K - $63.7K
|
10.7K
$631K
|
|
Aug 14, 2023
Q2 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
900+ 14.63% |
$57.3K - $63.7K
|
7.05K
$414K
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
898+ 49.89% |
$57.2K - $63.5K
|
2.7K
$158K
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
891+ 11.09% |
$56.8K - $63K
|
8.93K
$524K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
885+ 23.54% |
$56.4K - $62.6K
|
4.65K
$273K
|