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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
19+ 0.24% |
$1.12K - $1.32K
|
7.79K
$458K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
18+ 0.53% |
$1.07K - $1.25K
|
3.39K
$200K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 2.76% |
$1.01K - $1.18K
|
633
$37.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$947 - $1.11K
|
14.3K
$841K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
16+ 0.03% |
$947 - $1.11K
|
53.1K
$3.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
16+ 0.31% |
$947 - $1.11K
|
5.17K
$305K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
16+ 3.21% |
$947 - $1.11K
|
515
$30.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
15+ 0.03% |
$888 - $1.04K
|
51.9K
$3.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.13% |
$828 - $970
|
10.4K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
BUY
|
- |
13+ 0.01% |
$769 - $901
|
208K
$12.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
12+ 0.48% |
$710 - $832
|
2.54K
$149K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 0.09% |
$651 - $762
|
11.7K
$690K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
10+ 0.24% |
$592 - $693
|
4.11K
$242K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.13% |
$592 - $693
|
7.95K
$468K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 1.38% |
$592 - $693
|
735
$43.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.7% |
$473 - $554
|
1.15K
$67.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.17% |
$473 - $554
|
4.77K
$281K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8+ 0.04% |
$473 - $554
|
18.8K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8+ 0.1% |
$473 - $554
|
7.84K
$461K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
8+ 0.11% |
$473 - $554
|
7.39K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8+ 0.02% |
$473 - $554
|
32.7K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.57% |
$473 - $554
|
1.42K
$83.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.67% |
$414 - $485
|
1.05K
$61.8K
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6+ 0.07% |
$355 - $416
|
8.19K
$482K
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.14% |
$296 - $347
|
3.46K
$204K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$296 - $347
|
6.67K
$393K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5+ 0.04% |
$296 - $347
|
13.9K
$817K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.08% |
$296 - $347
|
6.6K
$389K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 0.15% |
$237 - $277
|
2.71K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$178 - $208
|
2.49K
$147K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$178 - $208
|
3.66K
$216K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.07% |
$178 - $208
|
4.19K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.05% |
$178 - $208
|
6.66K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3+ 0.01% |
$178 - $208
|
38.6K
$2.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.12% |
$118 - $139
|
1.67K
$98.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.01% |
$118 - $139
|
30.9K
$1.82M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.01% |
$118 - $139
|
19.3K
$1.14M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.21% |
$118 - $139
|
167
$9.83K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.04% |
$118 - $139
|
5.33K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2+ 0.02% |
$118 - $139
|
8.71K
$513K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$59.2 - $69.3
|
5.02K
$296K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$59.2 - $69.3
|
3.5K
$206K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.08% |
$59.2 - $69.3
|
1.19K
$70.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$59.2 - $69.3
|
3.93K
$232K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$59.2 - $69.3
|
2.15K
$127K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.33% |
$59.2 - $69.3
|
301
$17.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.15% |
$59.2 - $69.3
|
679
$40K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$59.2 - $69.3
|
9.63K
$567K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.2 - $69.3
|
6.76K
$398K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.2% |
$59.2 - $69.3
|
508
$29.9K
|