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 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
60+ 0.12% |
$3.82K - $4.24K
|
49.3K
$2.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
BUY
|
- |
60+ 0.67% |
$3.82K - $4.24K
|
8.95K
$526K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
60+ 0.21% |
$3.82K - $4.24K
|
28.2K
$1.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
59+ 0.06% |
$3.76K - $4.17K
|
91.2K
$5.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58+ 1.24% |
$3.7K - $4.1K
|
4.75K
$279K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
58+ 0.73% |
$3.7K - $4.1K
|
7.96K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
58+ 1.6% |
$3.7K - $4.1K
|
3.69K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
57+ 1.84% |
$3.63K - $4.03K
|
3.15K
$185K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
55New |
$3.5K - $3.89K
|
55
$3.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
55+ 0.28% |
$3.5K - $3.89K
|
19.9K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
55+ 0.81% |
$3.5K - $3.89K
|
6.84K
$402K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
54+ 3.13% |
$3.44K - $3.82K
|
1.78K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
53+ 0.79% |
$3.38K - $3.75K
|
6.74K
$396K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
51+ 0.11% |
$3.25K - $3.61K
|
45.4K
$2.67M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
50+ 1.43% |
$3.19K - $3.54K
|
3.54K
$208K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
50+ 1.08% |
$3.19K - $3.54K
|
4.67K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
49+ 0.64% |
$3.12K - $3.47K
|
7.71K
$453K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
48+ 6.05% |
$3.06K - $3.4K
|
841
$49.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
46+ 0.96% |
$2.93K - $3.25K
|
4.83K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
46+ 0.22% |
$2.93K - $3.25K
|
21.3K
$1.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 1.14% |
$2.87K - $3.18K
|
4K
$235K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
45+ 0.96% |
$2.87K - $3.18K
|
4.76K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
44+ 0.71% |
$2.8K - $3.11K
|
6.22K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
44New |
$2.8K - $3.11K
|
44
$2.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
43+ 0.68% |
$2.74K - $3.04K
|
6.36K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 2.63% |
$2.61K - $2.9K
|
1.6K
$94.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
39+ 1.49% |
$2.48K - $2.76K
|
2.66K
$156K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
39+ 2.45% |
$2.48K - $2.76K
|
1.63K
$95.9K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
39+ 0.65% |
$2.48K - $2.76K
|
6.04K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
39+ 1.07% |
$2.48K - $2.76K
|
3.7K
$217K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 0.45% |
$2.42K - $2.69K
|
8.44K
$496K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
38+ 0.61% |
$2.42K - $2.69K
|
6.31K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
37+ 0.03% |
$2.36K - $2.62K
|
111K
$6.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
36+ 0.69% |
$2.29K - $2.55K
|
5.26K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
34+ 6.65% |
$2.17K - $2.41K
|
545
$32K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
33+ 0.39% |
$2.1K - $2.33K
|
8.5K
$499K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
32+ 0.17% |
$2.04K - $2.26K
|
18.3K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
31+ 0.46% |
$1.98K - $2.19K
|
6.76K
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
31+ 0.2% |
$1.98K - $2.19K
|
15.6K
$920K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 2.64% |
$1.91K - $2.12K
|
1.17K
$68.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
30+ 0.15% |
$1.91K - $2.12K
|
20.6K
$1.21M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
30+ 0.16% |
$1.91K - $2.12K
|
18.6K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
29+ 0.73% |
$1.85K - $2.05K
|
3.99K
$235K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.84% |
$1.85K - $2.05K
|
3.47K
$204K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
28+ 0.51% |
$1.78K - $1.98K
|
5.55K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.23% |
$1.78K - $1.98K
|
12K
$707K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 0.04% |
$1.72K - $1.91K
|
69.5K
$4.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
27+ 0.63% |
$1.72K - $1.91K
|
4.28K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 4.27% |
$1.72K - $1.91K
|
660
$38.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
23+ 0.22% |
$1.47K - $1.63K
|
10.3K
$606K
|