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 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
67+ 1.13% |
$3.88K - $4.34K
|
6.02K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
67+ 94.37% |
$3.88K - $4.34K
|
138
$7.84K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62+ 0.78% |
$3.59K - $4.01K
|
8.02K
$456K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
61+ 0.48% |
$3.53K - $3.95K
|
12.8K
$728K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
61+ 0.89% |
$3.53K - $3.95K
|
6.91K
$392K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
60+ 1.38% |
$3.47K - $3.88K
|
4.42K
$251K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
59+ 0.92% |
$3.42K - $3.82K
|
6.5K
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
56+ 0.3% |
$3.24K - $3.62K
|
18.7K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 8.11% |
$3.13K - $3.5K
|
720
$40.9K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 52.08% |
$2.89K - $3.24K
|
146
$8.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
47+ 0.78% |
$2.72K - $3.04K
|
6.06K
$345K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 6.82% |
$2.61K - $2.91K
|
705
$40.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
45New |
$2.61K - $2.91K
|
45
$2.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
45+ 0.91% |
$2.61K - $2.91K
|
5.01K
$285K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
44+ 0.14% |
$2.55K - $2.85K
|
32.1K
$1.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
44+ 0.47% |
$2.55K - $2.85K
|
9.34K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
43+ 0.03% |
$2.49K - $2.78K
|
137K
$7.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
42+ 0.91% |
$2.43K - $2.72K
|
4.64K
$264K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
42+ 0.24% |
$2.43K - $2.72K
|
17.5K
$995K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42+ 0.62% |
$2.43K - $2.72K
|
6.84K
$389K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
41+ 0.78% |
$2.37K - $2.65K
|
5.3K
$301K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
39+ 0.4% |
$2.26K - $2.52K
|
9.76K
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
38+ 0.77% |
$2.2K - $2.46K
|
4.96K
$282K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
37+ 90.24% |
$2.14K - $2.4K
|
78
$4.43K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
35+ 0.52% |
$2.03K - $2.27K
|
6.8K
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
33+ 0.54% |
$1.91K - $2.14K
|
6.17K
$351K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
33+ 0.03% |
$1.91K - $2.14K
|
110K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
33+ 0.79% |
$1.91K - $2.14K
|
4.19K
$238K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
33+ 4.13% |
$1.91K - $2.14K
|
833
$47.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
32+ 15.61% |
$1.85K - $2.07K
|
237
$13.5K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
30New |
$1.74K - $1.94K
|
30
$1.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 0.78% |
$1.68K - $1.88K
|
3.73K
$212K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27+ 2.84% |
$1.56K - $1.75K
|
977
$55.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
26+ 0.73% |
$1.51K - $1.68K
|
3.57K
$203K
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
26+ 0.38% |
$1.51K - $1.68K
|
6.92K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.29% |
$1.51K - $1.68K
|
9.05K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
25+ 0.14% |
$1.45K - $1.62K
|
18.2K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.72% |
$1.45K - $1.62K
|
3.49K
$198K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 0.04% |
$1.45K - $1.62K
|
69.5K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
24+ 0.19% |
$1.39K - $1.55K
|
12.6K
$718K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22+ 0.1% |
$1.27K - $1.42K
|
21.8K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
22+ 0.37% |
$1.27K - $1.42K
|
5.93K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
22+ 110.0% |
$1.27K - $1.42K
|
42
$2.39K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
21+ 0.23% |
$1.22K - $1.36K
|
9.2K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20+ 40.0% |
$1.16K - $1.29K
|
70
$3.98K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
20+ 0.03% |
$1.16K - $1.29K
|
80K
$4.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19+ 0.05% |
$1.1K - $1.23K
|
35.1K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19+ 0.16% |
$1.1K - $1.23K
|
11.8K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 0.53% |
$1.1K - $1.23K
|
3.63K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
18+ 0.23% |
$1.04K - $1.17K
|
7.97K
$453K
|