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 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.33K+ 2.43% |
$77.2K - $86.3K
|
56.3K
$3.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.33K+ 6.56% |
$77K - $86.1K
|
21.6K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1.32K+ 1.0% |
$76.6K - $85.6K
|
134K
$7.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.32K+ 0.82% |
$76.5K - $85.5K
|
162K
$9.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
1.32K+ 14.72% |
$76.3K - $85.3K
|
10.3K
$592K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.28K+ 19.9% |
$74.2K - $82.9K
|
7.72K
$445K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.25K+ 4.02% |
$72.4K - $81K
|
32.4K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.25K+ 1.92% |
$72.4K - $80.9K
|
66.5K
$3.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.25K+ 11.39% |
$72.1K - $80.6K
|
12.2K
$702K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.24KNew |
$71.8K - $80.3K
|
1.24K
$71.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.24K+ 0.96% |
$71.8K - $80.3K
|
130K
$7.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.23K+ 1.04% |
$71.4K - $79.9K
|
120K
$6.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.22K+ 8.57% |
$70.9K - $79.2K
|
15.5K
$894K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.22K+ 20.5% |
$70.6K - $79K
|
7.17K
$413K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.2K+ 26.82% |
$69.5K - $77.7K
|
5.67K
$327K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.2K+ 14.46% |
$69.5K - $77.7K
|
9.5K
$548K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 3.54% |
$69.2K - $77.4K
|
35K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.19K+ 0.99% |
$68.6K - $76.7K
|
121K
$6.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
1.17K+ 5.21% |
$67.6K - $75.5K
|
23.6K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.16K+ 5.84% |
$67.2K - $75.2K
|
21K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.13K+ 4.35% |
$65.5K - $73.3K
|
27.1K
$1.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.13K+ 1.27% |
$65.4K - $73.1K
|
90.3K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.13K+ 4.68% |
$65.4K - $73.1K
|
25.3K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 0.01% |
$65.3K - $73K
|
11.2M
$647M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.13K+ 63.31% |
$65.1K - $72.8K
|
2.9K
$167K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.12K+ 2.78% |
$64.6K - $72.2K
|
41.3K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.11K+ 3.03% |
$64.4K - $72K
|
37.9K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.11K+ 3.54% |
$64.3K - $71.9K
|
32.5K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.11K+ 2.55% |
$64.1K - $71.7K
|
44.4K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.11K+ 3.29% |
$64K - $71.6K
|
34.7K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 2.46% |
$63.4K - $70.9K
|
45.7K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 0.25% |
$63.2K - $70.7K
|
439K
$25.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.09K+ 21.29% |
$63.2K - $70.6K
|
6.22K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 11.46% |
$62.4K - $69.8K
|
10.5K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.07K+ 3.7% |
$62.2K - $69.5K
|
30.1K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.07K+ 3.1% |
$61.9K - $69.3K
|
35.6K
$2.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
1.07K+ 12.38% |
$61.9K - $69.3K
|
9.71K
$560K
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.07K+ 3.1% |
$61.9K - $69.3K
|
35.6K
$2.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.07K+ 22.66% |
$61.7K - $68.9K
|
5.77K
$332K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.06K+ 2.14% |
$61.5K - $68.8K
|
50.8K
$2.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.05K+ 0.97% |
$61K - $68.2K
|
110K
$6.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.05K+ 3.22% |
$60.8K - $68K
|
33.7K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.05K+ 32.72% |
$60.6K - $67.8K
|
4.25K
$245K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.05K+ 14.84% |
$60.6K - $67.8K
|
8.1K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.04K+ 717.24% |
$60.2K - $67.3K
|
1.19K
$68.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.04K+ 16.39% |
$59.9K - $67K
|
7.35K
$424K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.04K+ 16.39% |
$59.9K - $67K
|
7.35K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.03K+ 24.93% |
$59.7K - $66.8K
|
5.17K
$298K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.03K+ 12.72% |
$59.6K - $66.7K
|
9.13K
$526K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
1.02K+ 2.27% |
$59.2K - $66.2K
|
46.1K
$2.66M
|