Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.98K+ 6.41% |
$114K - $128K
|
32.8K
$1.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.96K+ 14.91% |
$114K - $127K
|
15.1K
$872K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.96K+ 18.51% |
$114K - $127K
|
12.6K
$724K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.95K+ 143.24% |
$113K - $126K
|
3.31K
$191K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.93KNew |
$112K - $125K
|
1.93K
$111K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.92K+ 0.69% |
$111K - $124K
|
281K
$16.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.91K+ 47.55% |
$111K - $124K
|
5.92K
$342K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.9K+ 44.74% |
$110K - $123K
|
6.15K
$355K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 58.34% |
$106K - $118K
|
4.97K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.83K+ 4.22% |
$106K - $118K
|
45.2K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.83K+ 34.37% |
$106K - $118K
|
7.14K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.81K+ 10.67% |
$104K - $117K
|
18.7K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
1.8K+ 17.21% |
$104K - $117K
|
12.3K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.79K+ 0.17% |
$103K - $116K
|
1.05M
$60.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.78K+ 19.15% |
$103K - $115K
|
11.1K
$638K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.77K+ 5.45% |
$102K - $114K
|
34.1K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.76K+ 9.56% |
$102K - $114K
|
20.2K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.74K+ 2.07% |
$101K - $113K
|
86K
$4.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.74K+ 38.5% |
$101K - $113K
|
6.25K
$360K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.72K+ 43.12% |
$99.5K - $111K
|
5.71K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.7KNew |
$98.4K - $110K
|
1.7K
$98K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.7K+ 15.13% |
$98.1K - $110K
|
12.9K
$743K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.66K+ 25.33% |
$96.3K - $108K
|
8.23K
$474K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.62K+ 6.59% |
$93.6K - $105K
|
26.1K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.59K+ 2.26% |
$92K - $103K
|
72K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 4.98% |
$90K - $101K
|
32.8K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.53K+ 3.86% |
$88.6K - $99.1K
|
41.2K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.53K+ 0.3% |
$88.5K - $99K
|
504K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.5K+ 0.42% |
$86.8K - $97.1K
|
362K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 7.61% |
$86K - $96.1K
|
21K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.48K+ 6.25% |
$85.7K - $95.8K
|
25.2K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.48K+ 4.63% |
$85.6K - $95.7K
|
33.4K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 12.2% |
$85.5K - $95.6K
|
13.6K
$783K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.47K+ 7.55% |
$85.1K - $95.2K
|
20.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.47K+ 0.92% |
$85.1K - $95.2K
|
161K
$9.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
1.46K+ 39.38% |
$84.8K - $94.8K
|
5.18K
$299K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.46K+ 25.26% |
$84.3K - $94.3K
|
7.23K
$417K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.46K+ 45.57% |
$84.3K - $94.3K
|
4.65K
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.44K+ 515.36% |
$83.5K - $93.4K
|
1.72K
$99.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.44KNew |
$83.5K - $93.4K
|
1.44K
$83.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.44K+ 23.21% |
$83.4K - $93.2K
|
7.65K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.42K+ 1.95% |
$82.2K - $91.9K
|
74.4K
$4.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.42K+ 5.27% |
$82.1K - $91.8K
|
28.3K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.41K+ 10.26% |
$81.9K - $91.5K
|
15.2K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.41K+ 6.78% |
$81.5K - $91.1K
|
22.1K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
1.39K+ 3.42% |
$80.2K - $89.7K
|
41.9K
$2.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.38K+ 2.06% |
$80.1K - $89.6K
|
68.7K
$3.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.38K+ 22.33% |
$80K - $89.5K
|
7.57K
$437K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.34K+ 1.85% |
$77.8K - $87K
|
73.9K
$4.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.34K+ 4.75% |
$77.3K - $86.4K
|
29.4K
$1.7M
|