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 |
---|---|---|---|---|---|---|---|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
13.4K+ 76.85% |
$777K - $868K
|
30.9K
$1.78M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
13.2KNew |
$764K - $854K
|
13.2K
$761K
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
13.1K+ 14.8% |
$760K - $849K
|
102K
$5.87M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13K+ 22.54% |
$752K - $841K
|
70.6K
$4.07M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
12.9KNew |
$744K - $832K
|
12.9K
$741K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
12.8K+ 10.07% |
$744K - $832K
|
140K
$8.09M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.6K+ 1.2% |
$729K - $815K
|
1.06M
$61.3M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.6K+ 23.38% |
$728K - $814K
|
66.4K
$3.83M
|
|
Nov 13, 2023
Q3 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
12.3K+ 9.3% |
$712K - $796K
|
145K
$8.33M
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.2KNew |
$708K - $791K
|
12.2K
$705K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 9.49% |
$702K - $785K
|
140K
$8.06M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
12.1K+ 67.21% |
$699K - $781K
|
30K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 177.71% |
$698K - $780K
|
18.8K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
12K+ 15.49% |
$695K - $777K
|
89.5K
$5.16M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 3.88% |
$694K - $775K
|
321K
$18.5M
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
11.7KNew |
$679K - $759K
|
11.7K
$676K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
11.6K+ 98.78% |
$673K - $753K
|
23.4K
$1.35M
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
11K+ 59.16% |
$637K - $712K
|
29.6K
$1.71M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$628K - $702K
|
10.9K
$626K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.8K+ 461.43% |
$627K - $702K
|
13.2K
$760K
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10.8KNew |
$626K - $700K
|
10.8K
$624K
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.8K+ 6.76% |
$625K - $699K
|
171K
$9.83M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
10.7K+ 53.47% |
$619K - $692K
|
30.7K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.6K+ 3.03% |
$614K - $686K
|
360K
$20.8M
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.4K+ 168.96% |
$602K - $673K
|
16.6K
$954K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.2K+ 27.78% |
$591K - $660K
|
46.9K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10KNew |
$581K - $649K
|
10K
$578K
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 12.82% |
$579K - $647K
|
88K
$5.07M
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
10K+ 200.0% |
$579K - $647K
|
15K
$865K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.96K+ 135.32% |
$577K - $645K
|
17.3K
$999K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
9.95KNew |
$576K - $644K
|
9.95K
$574K
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.86KNew |
$571K - $638K
|
9.86K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.86KNew |
$571K - $638K
|
9.86K
$568K
|
|
Nov 15, 2023
Q3 2023
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
9.85KNew |
$570K - $638K
|
9.85K
$568K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
9.78K+ 0.67% |
$566K - $633K
|
1.46M
$84.2M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.57K+ 4.55% |
$554K - $619K
|
220K
$12.7M
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
9.52K+ 50.4% |
$551K - $616K
|
28.4K
$1.64M
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9.5KNew |
$550K - $615K
|
9.5K
$548K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.02K+ 12.71% |
$522K - $584K
|
80K
$4.61M
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.97KNew |
$519K - $581K
|
8.97K
$517K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.95K+ 39.41% |
$518K - $580K
|
31.7K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.81KNew |
$510K - $570K
|
8.81K
$508K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.81K+ 15.58% |
$510K - $570K
|
65.4K
$3.77M
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
8.8K+ 19.34% |
$509K - $569K
|
54.3K
$3.13M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.76K+ 21.95% |
$507K - $567K
|
48.7K
$2.81M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.72K+ 17.11% |
$505K - $565K
|
59.7K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.67KNew |
$502K - $561K
|
8.67K
$500K
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
8.47K+ 169.75% |
$490K - $548K
|
13.5K
$776K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.47K+ 198.15% |
$490K - $548K
|
12.7K
$735K
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
8.46K+ 1.65% |
$490K - $548K
|
521K
$30M
|