Purchases and Sales Made in Q3 2021 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
349+ 24.32% |
$20.7K - $24.2K
|
1.78K
$105K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
346+ 8.66% |
$20.5K - $24K
|
4.34K
$255K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
341+ 0.35% |
$20.2K - $23.6K
|
96.7K
$5.69M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
340+ 0.35% |
$20.1K - $23.6K
|
96.5K
$5.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
337+ 0.52% |
$19.9K - $23.4K
|
65.3K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
337+ 6.18% |
$19.9K - $23.4K
|
5.79K
$341K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
335+ 3.29% |
$19.8K - $23.2K
|
10.5K
$618K
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
335+ 3.16% |
$19.8K - $23.2K
|
10.9K
$643K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
335+ 16.98% |
$19.8K - $23.2K
|
2.31K
$136K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
333+ 20.97% |
$19.7K - $23.1K
|
1.92K
$113K
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
331+ 2.72% |
$19.6K - $22.9K
|
12.5K
$734K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
326+ 1.19% |
$19.3K - $22.6K
|
27.8K
$1.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
320+ 1.74% |
$18.9K - $22.2K
|
18.7K
$1.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
317+ 6.34% |
$18.8K - $22K
|
5.32K
$313K
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
313+ 5.06% |
$18.5K - $21.7K
|
6.49K
$382K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
308+ 1.08% |
$18.2K - $21.3K
|
28.9K
$1.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
303+ 2.2% |
$17.9K - $21K
|
14.1K
$828K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
302+ 0.18% |
$17.9K - $20.9K
|
164K
$9.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
302+ 0.18% |
$17.9K - $20.9K
|
168K
$9.87M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
299+ 1.33% |
$17.7K - $20.7K
|
22.7K
$1.34M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
298+ 0.89% |
$17.6K - $20.7K
|
33.6K
$1.98M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
296+ 3.54% |
$17.5K - $20.5K
|
8.65K
$508K
|
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
294+ 0.47% |
$17.4K - $20.4K
|
62.6K
$3.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
287+ 4.3% |
$17K - $19.9K
|
6.96K
$409K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
287+ 7.95% |
$17K - $19.9K
|
3.9K
$229K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
275+ 3.17% |
$16.3K - $19.1K
|
8.95K
$526K
|
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
275+ 0.56% |
$16.3K - $19.1K
|
49K
$2.88M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
273+ 0.16% |
$16.2K - $18.9K
|
168K
$9.85M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
271+ 37.07% |
$16K - $18.8K
|
1K
$58.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
270+ 6.42% |
$16K - $18.7K
|
4.48K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
267+ 5.03% |
$15.8K - $18.5K
|
5.58K
$328K
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
267+ 0.47% |
$15.8K - $18.5K
|
56.9K
$3.35M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
266+ 1.41% |
$15.7K - $18.4K
|
19.1K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
265+ 4.08% |
$15.7K - $18.4K
|
6.76K
$397K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
264+ 4.3% |
$15.6K - $18.3K
|
6.4K
$376K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
264+ 3.65% |
$15.6K - $18.3K
|
7.49K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
260+ 6.71% |
$15.4K - $18K
|
4.14K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
250+ 4.46% |
$14.8K - $17.3K
|
5.85K
$344K
|
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
245+ 0.35% |
$14.5K - $17K
|
69.5K
$4.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
245+ 3.23% |
$14.5K - $17K
|
7.84K
$461K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
245+ 0.96% |
$14.5K - $17K
|
25.6K
$1.51M
|
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
241+ 0.39% |
$14.3K - $16.7K
|
62.8K
$3.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
230+ 9.72% |
$13.6K - $15.9K
|
2.6K
$153K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
230+ 4.93% |
$13.6K - $15.9K
|
4.9K
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
225+ 0.3% |
$13.3K - $15.6K
|
75.3K
$4.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
225+ 0.22% |
$13.3K - $15.6K
|
103K
$6.05M
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
224+ 1.34% |
$13.3K - $15.5K
|
17K
$999K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
223+ 1.32% |
$13.2K - $15.5K
|
17.1K
$1.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
221+ 1.77% |
$13.1K - $15.3K
|
12.7K
$747K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
211+ 1.02% |
$12.5K - $14.6K
|
21K
$1.23M
|