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 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
452+ 9.56% |
$28.8K - $32K
|
5.18K
$304K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
447+ 6.61% |
$28.5K - $31.6K
|
7.21K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
436+ 19.12% |
$27.8K - $30.8K
|
2.72K
$160K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
436+ 2.2% |
$27.8K - $30.8K
|
20.2K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
435+ 0.97% |
$27.7K - $30.8K
|
45.2K
$2.66M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
434New |
$27.7K - $30.7K
|
434
$25.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
428+ 2.88% |
$27.3K - $30.3K
|
15.3K
$898K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
425+ 3.99% |
$27.1K - $30.1K
|
11.1K
$650K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
418+ 3.96% |
$26.6K - $29.6K
|
11K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
415+ 1.14% |
$26.4K - $29.4K
|
36.8K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
412+ 11.5% |
$26.2K - $29.1K
|
4K
$235K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
411+ 0.48% |
$26.2K - $29.1K
|
86.8K
$5.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
BUY
|
- |
410+ 1.47% |
$26.1K - $29K
|
28.3K
$1.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
405+ 3.76% |
$25.8K - $28.6K
|
11.2K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
404+ 12.58% |
$25.7K - $28.6K
|
3.62K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
402+ 1.29% |
$25.6K - $28.4K
|
31.6K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
401+ 2.81% |
$25.5K - $28.4K
|
14.7K
$862K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
400New |
$25.5K - $28.3K
|
400
$23.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
399+ 11.34% |
$25.4K - $28.2K
|
3.92K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
398+ 8.71% |
$25.4K - $28.2K
|
4.97K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
396+ 1.08% |
$25.2K - $28K
|
37.1K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
387+ 5.37% |
$24.7K - $27.4K
|
7.59K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
384+ 1.93% |
$24.5K - $27.2K
|
20.3K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
381+ 5.24% |
$24.3K - $27K
|
7.66K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
378+ 0.6% |
$24.1K - $26.7K
|
63.6K
$3.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
375+ 5.47% |
$23.9K - $26.5K
|
7.23K
$425K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
366+ 4.79% |
$23.3K - $25.9K
|
8.01K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
358+ 2.15% |
$22.8K - $25.3K
|
17K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
352+ 6.29% |
$22.4K - $24.9K
|
5.95K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
350+ 4.06% |
$22.3K - $24.8K
|
8.97K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
350+ 1.18% |
$22.3K - $24.8K
|
30K
$1.76M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
349+ 22.23% |
$22.2K - $24.7K
|
1.92K
$113K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
345+ 1.53% |
$22K - $24.4K
|
22.9K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 0.53% |
$21.7K - $24.1K
|
64.4K
$3.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
336+ 0.59% |
$21.4K - $23.8K
|
57.2K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
332+ 9.66% |
$21.2K - $23.5K
|
3.77K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
331New |
$21.1K - $23.4K
|
331
$19.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
329+ 4.47% |
$21K - $23.3K
|
7.69K
$452K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
325+ 4.6% |
$20.7K - $23K
|
7.39K
$435K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
324+ 3.12% |
$20.6K - $22.9K
|
10.7K
$630K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
319+ 5.29% |
$20.3K - $22.6K
|
6.35K
$373K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
317+ 1.6% |
$20.2K - $22.4K
|
20.1K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
315+ 0.24% |
$20.1K - $22.3K
|
132K
$7.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
314+ 1.07% |
$20K - $22.2K
|
29.6K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
311+ 0.44% |
$19.8K - $22K
|
71.1K
$4.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
310+ 3.01% |
$19.8K - $21.9K
|
10.6K
$623K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
307+ 0.48% |
$19.6K - $21.7K
|
64.3K
$3.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
305+ 8.54% |
$19.4K - $21.6K
|
3.88K
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$17.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
300+ 4.54% |
$19.1K - $21.2K
|
6.92K
$406K
|