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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
745+ 23.34% |
$43.1K - $48.2K
|
3.94K
$227K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
730+ 7.89% |
$42.3K - $47.3K
|
9.98K
$575K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
722+ 21.76% |
$41.8K - $46.7K
|
4.04K
$233K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
711+ 1.38% |
$41.2K - $46K
|
52.3K
$3.02M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
710+ 1.98% |
$41.1K - $46K
|
36.6K
$2.11M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
700New |
$40.5K - $45.3K
|
700
$40.4K
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
700+ 3.66% |
$40.5K - $45.3K
|
19.8K
$1.14M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
693+ 15.8% |
$40.1K - $44.9K
|
5.08K
$293K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
693New |
$40.1K - $44.9K
|
693
$40K
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
692+ 12.36% |
$40.1K - $44.8K
|
6.29K
$363K
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
689+ 17.69% |
$39.9K - $44.6K
|
4.58K
$264K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
682+ 4.52% |
$39.5K - $44.1K
|
15.8K
$908K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
678New |
$39.2K - $43.9K
|
678
$39.1K
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
664+ 18.57% |
$38.4K - $43K
|
4.24K
$244K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
660+ 9.51% |
$38.2K - $42.7K
|
7.6K
$438K
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
655+ 2.3% |
$37.9K - $42.4K
|
29.1K
$1.68M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
651+ 1.83% |
$37.7K - $42.1K
|
36.2K
$2.09M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
648+ 18.99% |
$37.5K - $41.9K
|
4.06K
$234K
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
642+ 2.46% |
$37.2K - $41.6K
|
26.7K
$1.54M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
640+ 0.36% |
$37K - $41.4K
|
178K
$10.3M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
624+ 6.31% |
$36.1K - $40.4K
|
10.5K
$606K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
612+ 56.46% |
$35.4K - $39.6K
|
1.7K
$97.8K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
600+ 9.0% |
$34.7K - $38.8K
|
7.26K
$419K
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
600+ 5.33% |
$34.7K - $38.8K
|
11.9K
$683K
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
600+ 2.14% |
$34.7K - $38.8K
|
28.6K
$1.65M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
589+ 15.6% |
$34.1K - $38.1K
|
4.37K
$252K
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
589+ 2.65% |
$34.1K - $38.1K
|
22.8K
$1.31M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
584+ 0.26% |
$33.8K - $37.8K
|
225K
$13M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
580+ 1.24% |
$33.6K - $37.5K
|
47.4K
$2.73M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
564+ 0.53% |
$32.6K - $36.5K
|
106K
$6.11M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
563+ 7.35% |
$32.6K - $36.4K
|
8.22K
$474K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
553+ 300.54% |
$32K - $35.8K
|
737
$42.5K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
550+ 2.78% |
$31.8K - $35.6K
|
20.3K
$1.17M
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
543+ 1.75% |
$31.4K - $35.1K
|
31.6K
$1.82M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
539New |
$31.2K - $34.9K
|
539
$31.1K
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
536+ 3.47% |
$31K - $34.7K
|
16K
$922K
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
535+ 2.75% |
$31K - $34.6K
|
20K
$1.15M
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
526+ 4.71% |
$30.5K - $34K
|
11.7K
$674K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
523+ 7.07% |
$30.3K - $33.9K
|
7.92K
$456K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
522+ 0.31% |
$30.2K - $33.8K
|
169K
$9.77M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
521+ 5.64% |
$30.2K - $33.7K
|
9.77K
$563K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
520+ 2.29% |
$30.1K - $33.7K
|
23.2K
$1.34M
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
511+ 33.6% |
$29.6K - $33.1K
|
2.03K
$117K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
510+ 0.44% |
$29.5K - $33K
|
115K
$6.64M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
500+ 14.72% |
$28.9K - $32.4K
|
3.9K
$225K
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
500+ 4.17% |
$28.9K - $32.4K
|
12.5K
$720K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
491+ 7.23% |
$28.4K - $31.8K
|
7.28K
$420K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
479+ 13.04% |
$27.7K - $31K
|
4.15K
$239K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
476+ 5.3% |
$27.6K - $30.8K
|
9.45K
$545K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
472+ 7.71% |
$27.3K - $30.6K
|
6.6K
$380K
|