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 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
467New |
$27K - $30.2K
|
467
$26.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
464New |
$26.9K - $30K
|
464
$26.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
462+ 6.08% |
$26.7K - $29.9K
|
8.06K
$464K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
460+ 2.11% |
$26.6K - $29.8K
|
22.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
459+ 0.41% |
$26.6K - $29.7K
|
112K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
458+ 4.41% |
$26.5K - $29.6K
|
10.9K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
447+ 0.41% |
$25.9K - $28.9K
|
110K
$6.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
431+ 8.6% |
$25K - $27.9K
|
5.44K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
430+ 3.51% |
$24.9K - $27.8K
|
12.7K
$731K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
426+ 3.24% |
$24.7K - $27.6K
|
13.6K
$781K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
415+ 5.01% |
$24K - $26.9K
|
8.69K
$501K
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
411+ 1.52% |
$23.8K - $26.6K
|
27.5K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
407+ 2.19% |
$23.6K - $26.3K
|
19K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
401+ 1.6% |
$23.2K - $26K
|
25.5K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
400+ 3.73% |
$23.2K - $25.9K
|
11.1K
$641K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
398+ 10.23% |
$23K - $25.8K
|
4.29K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
389+ 5.0% |
$22.5K - $25.2K
|
8.17K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
389+ 24.28% |
$22.5K - $25.2K
|
1.99K
$115K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
386+ 6.78% |
$22.3K - $25K
|
6.08K
$350K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
384+ 4.22% |
$22.2K - $24.9K
|
9.49K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
384+ 3.71% |
$22.2K - $24.9K
|
10.7K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
380+ 8.01% |
$22K - $24.6K
|
5.13K
$295K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
364+ 9.06% |
$21.1K - $23.6K
|
4.38K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
364+ 29.1% |
$21.1K - $23.6K
|
1.62K
$93.1K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
364+ 1.73% |
$21.1K - $23.6K
|
21.5K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
362+ 3.29% |
$21K - $23.4K
|
11.4K
$654K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
361+ 0.6% |
$20.9K - $23.4K
|
60.7K
$3.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
358+ 1.9% |
$20.7K - $23.2K
|
19.2K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
350+ 0.54% |
$20.3K - $22.7K
|
65.3K
$3.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
348New |
$20.1K - $22.5K
|
348
$20.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
346+ 0.15% |
$20K - $22.4K
|
237K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
342+ 2.47% |
$19.8K - $22.1K
|
14.2K
$818K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
338+ 7.92% |
$19.6K - $21.9K
|
4.61K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
333+ 8.39% |
$19.3K - $21.6K
|
4.3K
$248K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
322+ 2.97% |
$18.6K - $20.8K
|
11.1K
$643K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
317+ 3.61% |
$18.4K - $20.5K
|
9.11K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
317+ 15.63% |
$18.4K - $20.5K
|
2.35K
$135K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
314+ 1.62% |
$18.2K - $20.3K
|
19.6K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
300+ 5.25% |
$17.4K - $19.4K
|
6.02K
$347K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 2.58% |
$17.4K - $19.4K
|
11.9K
$687K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
296+ 0.88% |
$17.1K - $19.2K
|
33.9K
$1.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
294+ 0.19% |
$17K - $19K
|
152K
$8.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
294+ 362.96% |
$17K - $19K
|
375
$21.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
290+ 1.94% |
$16.8K - $18.8K
|
15.2K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
283+ 3.62% |
$16.4K - $18.3K
|
8.11K
$467K
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
278+ 0.22% |
$16.1K - $18K
|
126K
$7.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
275+ 3.43% |
$15.9K - $17.8K
|
8.29K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
274+ 0.27% |
$15.9K - $17.7K
|
102K
$5.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
269+ 1.03% |
$15.6K - $17.4K
|
26.4K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
265+ 3.3% |
$15.3K - $17.2K
|
8.29K
$478K
|