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 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
882+ 25.28% |
$56.2K - $62.4K
|
4.37K
$257K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
879+ 2.9% |
$56K - $62.2K
|
31.2K
$1.83M
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
875+ 1.38% |
$55.7K - $61.9K
|
64.5K
$3.79M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
866+ 16.61% |
$55.2K - $61.3K
|
6.08K
$357K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
866+ 16.61% |
$55.2K - $61.3K
|
6.08K
$357K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
851+ 24.54% |
$54.2K - $60.2K
|
4.32K
$254K
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
850+ 15.65% |
$54.2K - $60.1K
|
6.28K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
849+ 8.27% |
$54.1K - $60.1K
|
11.1K
$653K
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
845+ 0.63% |
$53.8K - $59.8K
|
134K
$7.87M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
839+ 50.63% |
$53.5K - $59.4K
|
2.5K
$147K
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
837+ 2.6% |
$53.3K - $59.2K
|
33.1K
$1.94M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
836+ 5.97% |
$53.3K - $59.1K
|
14.8K
$872K
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
829+ 1.02% |
$52.8K - $58.6K
|
81.7K
$4.8M
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
820+ 9.7% |
$52.2K - $58K
|
9.27K
$545K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
820+ 22.89% |
$52.2K - $58K
|
4.4K
$259K
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
814+ 0.77% |
$51.9K - $57.6K
|
107K
$6.3M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
803+ 0.48% |
$51.2K - $56.8K
|
169K
$9.92M
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
803+ 4.08% |
$51.2K - $56.8K
|
20.5K
$1.2M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
800+ 9.96% |
$51K - $56.6K
|
8.83K
$519K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
799+ 10.54% |
$50.9K - $56.5K
|
8.38K
$492K
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
797+ 1.65% |
$50.8K - $56.4K
|
49.1K
$2.88M
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
794+ 7.33% |
$50.6K - $56.2K
|
11.6K
$683K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
794+ 7.49% |
$50.6K - $56.2K
|
11.4K
$669K
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
784+ 4.75% |
$49.9K - $55.5K
|
17.3K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
782+ 11.46% |
$49.8K - $55.3K
|
7.61K
$447K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
767+ 3.02% |
$48.9K - $54.3K
|
26.2K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
755+ 4.67% |
$48.1K - $53.4K
|
16.9K
$995K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
754+ 24.88% |
$48K - $53.3K
|
3.79K
$222K
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
754+ 5.49% |
$48K - $53.3K
|
14.5K
$851K
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
751+ 23.04% |
$47.8K - $53.1K
|
4.01K
$236K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
750+ 3.52% |
$47.8K - $53.1K
|
22K
$1.29M
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
746+ 4.0% |
$47.5K - $52.8K
|
19.4K
$1.14M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
746+ 4.0% |
$47.5K - $52.8K
|
19.4K
$1.14M
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
745+ 9.47% |
$47.5K - $52.7K
|
8.61K
$506K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
742+ 9.23% |
$47.3K - $52.5K
|
8.78K
$516K
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
732+ 0.17% |
$46.6K - $51.8K
|
437K
$25.7M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
731+ 2.74% |
$46.6K - $51.7K
|
27.4K
$1.61M
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
728+ 3.0% |
$46.4K - $51.5K
|
25K
$1.47M
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
727+ 1.24% |
$46.3K - $51.4K
|
59.6K
$3.5M
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
726+ 0.3% |
$46.3K - $51.4K
|
242K
$14.2M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
713+ 2.69% |
$45.4K - $50.4K
|
27.2K
$1.6M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
712+ 1.4% |
$45.4K - $50.4K
|
51.6K
$3.03M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
695+ 9.41% |
$44.3K - $49.2K
|
8.08K
$475K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
691+ 21.93% |
$44K - $48.9K
|
3.84K
$226K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
688+ 3.26% |
$43.8K - $48.7K
|
21.8K
$1.28M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
685+ 6.81% |
$43.6K - $48.5K
|
10.7K
$631K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
684+ 16.32% |
$43.6K - $48.4K
|
4.88K
$286K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
680New |
$43.3K - $48.1K
|
680
$39.9K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
680+ 2.81% |
$43.3K - $48.1K
|
24.9K
$1.46M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
672+ 10.59% |
$42.8K - $47.5K
|
7.02K
$412K
|