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 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
150+ 1.72% |
$8.68K - $9.71K
|
8.85K
$503K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
150+ 1.09% |
$8.68K - $9.71K
|
14K
$794K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
150+ 1.25% |
$8.68K - $9.71K
|
12.2K
$692K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
148+ 18.07% |
$8.57K - $9.58K
|
967
$55K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
144+ 0.88% |
$8.34K - $9.32K
|
16.5K
$937K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
137+ 1.82% |
$7.93K - $8.87K
|
7.67K
$436K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
137+ 1.29% |
$7.93K - $8.87K
|
10.8K
$611K
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
134+ 2.69% |
$7.76K - $8.67K
|
5.12K
$291K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
133+ 1.8% |
$7.7K - $8.61K
|
7.53K
$428K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133+ 2.54% |
$7.7K - $8.61K
|
5.37K
$305K
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
133+ 0.29% |
$7.7K - $8.61K
|
45.8K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
130+ 2.85% |
$7.53K - $8.41K
|
4.7K
$267K
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
126+ 0.68% |
$7.29K - $8.16K
|
18.7K
$1.06M
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
125+ 2.32% |
$7.24K - $8.09K
|
5.5K
$313K
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
124+ 0.6% |
$7.18K - $8.03K
|
20.7K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
123+ 3.26% |
$7.12K - $7.96K
|
3.89K
$221K
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
123+ 1.68% |
$7.12K - $7.96K
|
7.43K
$422K
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
117+ 1.52% |
$6.77K - $7.57K
|
7.8K
$443K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
117+ 1.81% |
$6.77K - $7.57K
|
6.58K
$374K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115+ 2.01% |
$6.66K - $7.44K
|
5.83K
$331K
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
113+ 0.46% |
$6.54K - $7.31K
|
24.5K
$1.39M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
113+ 2.94% |
$6.54K - $7.31K
|
3.96K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
113+ 0.68% |
$6.54K - $7.31K
|
16.7K
$952K
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
112+ 0.3% |
$6.48K - $7.25K
|
36.9K
$2.1M
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
107+ 1.19% |
$6.19K - $6.93K
|
9.07K
$516K
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
104+ 2.13% |
$6.02K - $6.73K
|
4.99K
$284K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
103New |
$5.96K - $6.67K
|
103
$5.85K
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
102+ 0.22% |
$5.9K - $6.6K
|
46.5K
$2.64M
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
BUY
|
- |
100+ 13.14% |
$5.79K - $6.47K
|
861
$48.9K
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.5% |
$5.79K - $6.47K
|
6.78K
$385K
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
100+ 0.98% |
$5.79K - $6.47K
|
10.4K
$588K
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
97+ 0.97% |
$5.62K - $6.28K
|
10.1K
$576K
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
96+ 17.61% |
$5.56K - $6.21K
|
641
$36.4K
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
95+ 0.95% |
$5.5K - $6.15K
|
10.1K
$574K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
92+ 0.89% |
$5.33K - $5.96K
|
10.5K
$594K
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
92+ 1.48% |
$5.33K - $5.96K
|
6.31K
$359K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.81% |
$5.27K - $5.89K
|
11.4K
$648K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
90+ 1.74% |
$5.21K - $5.83K
|
5.25K
$298K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
90New |
$5.21K - $5.83K
|
90
$5.12K
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
89+ 0.39% |
$5.15K - $5.76K
|
22.6K
$1.29M
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
89+ 2.46% |
$5.15K - $5.76K
|
3.71K
$211K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
88+ 0.13% |
$5.09K - $5.7K
|
69K
$3.92M
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
85+ 0.15% |
$4.92K - $5.5K
|
57.8K
$3.29M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84+ 0.87% |
$4.86K - $5.44K
|
9.79K
$556K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
81+ 0.56% |
$4.69K - $5.24K
|
14.6K
$828K
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
79+ 1.26% |
$4.57K - $5.11K
|
6.36K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
75+ 21.43% |
$4.34K - $4.85K
|
425
$24.2K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
74+ 0.92% |
$4.28K - $4.79K
|
8.11K
$461K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
74+ 1.42% |
$4.28K - $4.79K
|
5.3K
$301K
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
69+ 0.94% |
$3.99K - $4.47K
|
7.41K
$421K
|