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 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
262+ 8.08% |
$15.2K - $17K
|
3.51K
$202K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
258+ 7.27% |
$14.9K - $16.7K
|
3.81K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
258+ 7.27% |
$14.9K - $16.7K
|
3.81K
$220K
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
249+ 0.39% |
$14.4K - $16.1K
|
64.8K
$3.74M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
248+ 0.6% |
$14.4K - $16.1K
|
41.8K
$2.41M
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
236+ 0.8% |
$13.7K - $15.3K
|
29.8K
$1.72M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
234+ 0.82% |
$13.5K - $15.1K
|
28.6K
$1.65M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
233+ 0.31% |
$13.5K - $15.1K
|
75.6K
$4.36M
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
226+ 18.99% |
$13.1K - $14.6K
|
1.42K
$81.6K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
225New |
$13K - $14.6K
|
225
$13K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
215+ 7.34% |
$12.4K - $13.9K
|
3.14K
$181K
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
211+ 4.44% |
$12.2K - $13.7K
|
4.97K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
210+ 0.71% |
$12.2K - $13.6K
|
29.6K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
209New |
$12.1K - $13.5K
|
209
$12K
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
208+ 0.81% |
$12K - $13.5K
|
25.9K
$1.49M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
205+ 9.34% |
$11.9K - $13.3K
|
2.4K
$138K
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
204+ 0.76% |
$11.8K - $13.2K
|
27.1K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
203+ 1.86% |
$11.8K - $13.1K
|
11.1K
$640K
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 3.37% |
$11.7K - $13.1K
|
6.2K
$358K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
201+ 1.03% |
$11.6K - $13K
|
19.7K
$1.13M
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
200+ 0.56% |
$11.6K - $12.9K
|
35.9K
$2.07M
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 1.4% |
$11.6K - $12.9K
|
14.5K
$836K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 61.54% |
$11.6K - $12.9K
|
525
$30.3K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
195+ 3.09% |
$11.3K - $12.6K
|
6.52K
$376K
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
194+ 4.05% |
$11.2K - $12.6K
|
4.98K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
193+ 1.46% |
$11.2K - $12.5K
|
13.4K
$774K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
192+ 6.56% |
$11.1K - $12.4K
|
3.12K
$180K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
189+ 3.91% |
$10.9K - $12.2K
|
5.03K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
188+ 0.14% |
$10.9K - $12.2K
|
139K
$8.02M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
187+ 1.78% |
$10.8K - $12.1K
|
10.7K
$615K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
184+ 8.55% |
$10.7K - $11.9K
|
2.34K
$135K
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
182+ 2.35% |
$10.5K - $11.8K
|
7.93K
$457K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
182+ 2.31% |
$10.5K - $11.8K
|
8.06K
$465K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
179+ 3.85% |
$10.4K - $11.6K
|
4.82K
$278K
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
178+ 3.23% |
$10.3K - $11.5K
|
5.69K
$328K
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
175+ 2.24% |
$10.1K - $11.3K
|
7.97K
$460K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
175+ 1.86% |
$10.1K - $11.3K
|
9.61K
$554K
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
174+ 4.34% |
$10.1K - $11.3K
|
4.19K
$241K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
173+ 3.43% |
$10K - $11.2K
|
5.22K
$301K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
169+ 1.2% |
$9.78K - $10.9K
|
14.2K
$820K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
166+ 8.83% |
$9.61K - $10.7K
|
2.05K
$118K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
165+ 1.5% |
$9.55K - $10.7K
|
11.2K
$644K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
163+ 23.49% |
$9.44K - $10.6K
|
857
$49.4K
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
163+ 0.13% |
$9.44K - $10.6K
|
130K
$7.48M
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
162+ 0.7% |
$9.38K - $10.5K
|
23.4K
$1.35M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
159+ 4.52% |
$9.2K - $10.3K
|
3.67K
$212K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
157+ 2.83% |
$9.09K - $10.2K
|
5.71K
$329K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
152+ 0.77% |
$8.8K - $9.84K
|
19.9K
$1.15M
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
152+ 0.77% |
$8.8K - $9.84K
|
19.9K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 0.48% |
$8.74K - $9.77K
|
31.8K
$1.83M
|