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
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 0.32% |
$984 - $1.1K
|
5.39K
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
14+ 0.38% |
$810 - $906
|
3.71K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14+ 0.01% |
$810 - $906
|
113K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
14+ 0.04% |
$810 - $906
|
36.5K
$2.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 0.22% |
$753 - $841
|
5.88K
$334K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.33% |
$753 - $841
|
4.01K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
12+ 0.04% |
$695 - $777
|
33.2K
$1.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
11+ 0.94% |
$637 - $712
|
1.18K
$67.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11+ 0.28% |
$637 - $712
|
3.88K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
11+ 0.31% |
$637 - $712
|
3.61K
$205K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.28% |
$579 - $647
|
3.57K
$203K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.84% |
$579 - $647
|
1.2K
$68.2K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.14% |
$521 - $583
|
6.32K
$359K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$463 - $518
|
4.88K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.29% |
$463 - $518
|
2.72K
$155K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.09% |
$463 - $518
|
9.07K
$515K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$405 - $453
|
3.69K
$210K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7+ 0.21% |
$405 - $453
|
3.38K
$192K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.19% |
$405 - $453
|
3.74K
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7+ 0.07% |
$405 - $453
|
10.5K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.06% |
$405 - $453
|
12.4K
$707K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.12% |
$405 - $453
|
5.86K
$333K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
6+ 0.08% |
$347 - $388
|
7.13K
$405K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.1% |
$347 - $388
|
6.18K
$351K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$289 - $324
|
9.17K
$521K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.06% |
$289 - $324
|
9.05K
$515K
|
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
5+ 0.02% |
$289 - $324
|
29.7K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.32% |
$232 - $259
|
1.27K
$72.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4+ 0.06% |
$232 - $259
|
7.27K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4+ 0.08% |
$232 - $259
|
5.15K
$293K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$232 - $259
|
6.95K
$395K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 0.09% |
$232 - $259
|
4.41K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$174 - $194
|
7.78K
$442K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.08% |
$174 - $194
|
3.6K
$204K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.36% |
$174 - $194
|
844
$48K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 1.02% |
$174 - $194
|
297
$16.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.22% |
$174 - $194
|
249
$14.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 3.66% |
$174 - $194
|
85
$4.83K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.3% |
$174 - $194
|
1.01K
$57.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.59% |
$116 - $129
|
128
$7.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$116 - $129
|
8.74K
$497K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.93% |
$57.9 - $64.7
|
109
$6.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$57.9 - $64.7
|
29.2K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1+ 0.01% |
$57.9 - $64.7
|
16.2K
$923K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1+ 0.03% |
$57.9 - $64.7
|
3.73K
$212K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.01% |
$57.9 - $64.7
|
8.44K
$480K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.57% |
$57.9 - $64.7
|
177
$10.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.78% |
$57.9 - $64.7
|
130
$7.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.0% |
$57.9 - $64.7
|
43K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.82% |
$57.9 - $64.7
|
123
$6.99K
|