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 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
670+ 2.33% |
$42.7K - $47.4K
|
29.4K
$1.73M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
666New |
$42.4K - $47.1K
|
666
$39.1K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
664+ 7.2% |
$42.3K - $47K
|
9.88K
$581K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
663+ 0.67% |
$42.2K - $46.9K
|
98.9K
$5.81M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
657+ 6.77% |
$41.9K - $46.5K
|
10.4K
$609K
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
656+ 15.88% |
$41.8K - $46.4K
|
4.79K
$281K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
650+ 5.21% |
$41.4K - $46K
|
13.1K
$772K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
650+ 42.1% |
$41.4K - $46K
|
2.19K
$129K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
647+ 5.58% |
$41.2K - $45.8K
|
12.2K
$720K
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
636+ 1.1% |
$40.5K - $45K
|
58.7K
$3.45M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
634+ 6.71% |
$40.4K - $44.8K
|
10.1K
$592K
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
629+ 1.56% |
$40.1K - $44.5K
|
40.9K
$2.4M
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
626+ 1.71% |
$39.9K - $44.3K
|
37.3K
$2.19M
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
622+ 15.91% |
$39.6K - $44K
|
4.53K
$266K
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
619+ 0.48% |
$39.4K - $43.8K
|
130K
$7.62M
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
600+ 2.43% |
$38.2K - $42.4K
|
25.3K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
600+ 4.05% |
$38.2K - $42.4K
|
15.4K
$905K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
600+ 204.78% |
$38.2K - $42.4K
|
893
$52.5K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
595+ 9.6% |
$37.9K - $42.1K
|
6.79K
$399K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
586+ 1.19% |
$37.3K - $41.5K
|
49.8K
$2.93M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
579+ 2.44% |
$36.9K - $41K
|
24.3K
$1.43M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
577+ 8.33% |
$36.8K - $40.8K
|
7.51K
$441K
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
562+ 15.36% |
$35.8K - $39.8K
|
4.22K
$248K
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
BUY
|
- |
555+ 0.44% |
$35.4K - $39.3K
|
126K
$7.41M
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
555+ 17.03% |
$35.4K - $39.3K
|
3.81K
$224K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
548+ 4.45% |
$34.9K - $38.8K
|
12.9K
$756K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
548+ 7.84% |
$34.9K - $38.8K
|
7.54K
$443K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
546+ 3.66% |
$34.8K - $38.6K
|
15.5K
$908K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
546+ 5.13% |
$34.8K - $38.6K
|
11.2K
$658K
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
542+ 3.63% |
$34.5K - $38.3K
|
15.5K
$908K
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
530+ 13.5% |
$33.8K - $37.5K
|
4.46K
$262K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
503+ 0.65% |
$32K - $35.6K
|
78.4K
$4.61M
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
500+ 2.54% |
$31.9K - $35.4K
|
20.2K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 1.82% |
$31.9K - $35.4K
|
28K
$1.65M
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
499+ 1.55% |
$31.8K - $35.3K
|
32.7K
$1.92M
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
494+ 6.75% |
$31.5K - $34.9K
|
7.82K
$459K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
491+ 5.64% |
$31.3K - $34.7K
|
9.2K
$541K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
490+ 3.54% |
$31.2K - $34.7K
|
14.3K
$843K
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
489+ 5.89% |
$31.2K - $34.6K
|
8.79K
$517K
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
486+ 7.61% |
$31K - $34.4K
|
6.87K
$404K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
486+ 9.88% |
$31K - $34.4K
|
5.41K
$318K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
485+ 0.24% |
$30.9K - $34.3K
|
202K
$11.9M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
485+ 2.03% |
$30.9K - $34.3K
|
24.4K
$1.43M
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
482+ 4.75% |
$30.7K - $34.1K
|
10.6K
$624K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
482+ 42.54% |
$30.7K - $34.1K
|
1.62K
$94.9K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
481+ 2.77% |
$30.6K - $34K
|
17.8K
$1.05M
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
479+ 12.38% |
$30.5K - $33.9K
|
4.35K
$256K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
473+ 10.17% |
$30.1K - $33.5K
|
5.13K
$301K
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
470+ 12.87% |
$29.9K - $33.2K
|
4.12K
$242K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
467+ 1.9% |
$29.8K - $33K
|
25K
$1.47M
|