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 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.01K+ 29.34% |
$58.6K - $65.5K
|
4.46K
$257K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.01K+ 12.38% |
$58.3K - $65.2K
|
9.14K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1K+ 6.07% |
$58K - $64.9K
|
17.5K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1K+ 11.74% |
$57.9K - $64.7K
|
9.52K
$549K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1K+ 5.53% |
$57.9K - $64.7K
|
19.1K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1K+ 14.18% |
$57.9K - $64.7K
|
8.05K
$464K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1K+ 15.38% |
$57.9K - $64.7K
|
7.5K
$432K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
997+ 0.93% |
$57.7K - $64.5K
|
108K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
BUY
|
- |
991+ 5.15% |
$57.4K - $64.1K
|
20.2K
$1.17M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
991+ 21.2% |
$57.4K - $64.1K
|
5.67K
$327K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
990+ 2.39% |
$57.3K - $64.1K
|
42.5K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
990+ 4.92% |
$57.3K - $64.1K
|
21.1K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
980+ 0.52% |
$56.7K - $63.4K
|
191K
$11M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
977New |
$56.6K - $63.2K
|
977
$56.3K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
969+ 22.31% |
$56.1K - $62.7K
|
5.31K
$306K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
963+ 3.76% |
$55.7K - $62.3K
|
26.6K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
950+ 20.99% |
$55K - $61.5K
|
5.48K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
948+ 14.28% |
$54.9K - $61.4K
|
7.59K
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
932+ 1.62% |
$54K - $60.3K
|
58.3K
$3.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
926+ 9.21% |
$53.6K - $59.9K
|
11K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
925+ 1.21% |
$53.5K - $59.9K
|
77.3K
$4.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
917+ 7.31% |
$53.1K - $59.4K
|
13.5K
$776K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
909+ 1.31% |
$52.6K - $58.8K
|
70.4K
$4.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
909+ 0.48% |
$52.6K - $58.8K
|
189K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
902+ 2.42% |
$52.2K - $58.4K
|
38.2K
$2.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
900+ 6.07% |
$52.1K - $58.3K
|
15.7K
$907K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
891New |
$51.6K - $57.7K
|
891
$51.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
887+ 4.2% |
$51.3K - $57.4K
|
22K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
887+ 9.64% |
$51.3K - $57.4K
|
10.1K
$581K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
881+ 23.59% |
$51K - $57K
|
4.62K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
860+ 30.76% |
$49.8K - $55.7K
|
3.66K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
852+ 0.67% |
$49.3K - $55.1K
|
128K
$7.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
850+ 1.0% |
$49.2K - $55K
|
85.8K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
835+ 8.98% |
$48.3K - $54K
|
10.1K
$584K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
815+ 17.73% |
$47.2K - $52.8K
|
5.41K
$312K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
800+ 4.37% |
$46.3K - $51.8K
|
19.1K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
800+ 18.4% |
$46.3K - $51.8K
|
5.15K
$297K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
800+ 9.62% |
$46.3K - $51.8K
|
9.12K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
796+ 1.39% |
$46.1K - $51.5K
|
58.2K
$3.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
795+ 7.49% |
$46K - $51.5K
|
11.4K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
795+ 8.91% |
$46K - $51.5K
|
9.72K
$560K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
781+ 0.54% |
$45.2K - $50.6K
|
145K
$8.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
771+ 5.32% |
$44.6K - $49.9K
|
15.3K
$880K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
770+ 2.15% |
$44.6K - $49.8K
|
36.6K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
768+ 15.72% |
$44.5K - $49.7K
|
5.65K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
764New |
$44.2K - $49.5K
|
764
$44K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
764+ 15.67% |
$44.2K - $49.5K
|
5.64K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
764+ 2.67% |
$44.2K - $49.5K
|
29.4K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
760+ 3.63% |
$44K - $49.2K
|
21.7K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
749+ 2.98% |
$43.4K - $48.5K
|
25.9K
$1.49M
|