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 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
5.99K+ 4.45% |
$347K - $387K
|
140K
$8.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.97K+ 2.37% |
$345K - $386K
|
258K
$14.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
5.87K+ 9.31% |
$340K - $380K
|
68.9K
$3.97M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
5.81K+ 52.52% |
$336K - $376K
|
16.9K
$973K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.72K+ 7.61% |
$331K - $370K
|
80.8K
$4.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.7K+ 49.13% |
$330K - $369K
|
17.3K
$998K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.65K+ 8.95% |
$327K - $366K
|
68.8K
$3.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.51K+ 21.0% |
$319K - $357K
|
31.8K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.51KNew |
$319K - $356K
|
5.51K
$317K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.48K+ 2.15% |
$317K - $355K
|
261K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.47K+ 9.88% |
$317K - $354K
|
60.9K
$3.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.46K+ 5.42% |
$316K - $354K
|
106K
$6.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5.33KNew |
$309K - $345K
|
5.33K
$307K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.31K+ 7.8% |
$307K - $343K
|
73.3K
$4.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
5.3K+ 44.73% |
$307K - $343K
|
17.2K
$989K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
5.25KNew |
$304K - $340K
|
5.25K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
5.1K+ 108.79% |
$295K - $330K
|
9.79K
$564K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.08K+ 6.8% |
$294K - $329K
|
79.7K
$4.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.04K+ 11.54% |
$292K - $326K
|
48.7K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5KNew |
$290K - $324K
|
5K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.89K+ 11.42% |
$283K - $316K
|
47.7K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.88K+ 19.86% |
$282K - $316K
|
29.4K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.81KNew |
$278K - $311K
|
4.81K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.8KNew |
$278K - $311K
|
4.8K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.8K+ 9.64% |
$278K - $311K
|
54.6K
$3.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.76KNew |
$275K - $308K
|
4.76K
$274K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.76K+ 4.83% |
$275K - $308K
|
103K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
4.74K+ 51.15% |
$275K - $307K
|
14K
$808K
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.74K+ 7.33% |
$274K - $307K
|
69.4K
$4M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.7K+ 2.47% |
$272K - $304K
|
195K
$11.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.68K+ 11.15% |
$271K - $303K
|
46.7K
$2.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.65K+ 8.33% |
$269K - $301K
|
60.5K
$3.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.64K+ 20.32% |
$268K - $300K
|
27.5K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.57K+ 56.57% |
$265K - $296K
|
12.7K
$730K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
4.54K+ 6.65% |
$263K - $294K
|
72.8K
$4.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.51K+ 70.69% |
$261K - $292K
|
10.9K
$628K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.48K+ 114.39% |
$260K - $290K
|
8.4K
$484K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
4.45K+ 1.44% |
$258K - $288K
|
314K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.41KNew |
$255K - $285K
|
4.41K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.38K+ 19.85% |
$253K - $283K
|
26.4K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.32KNew |
$250K - $279K
|
4.32K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.3KNew |
$249K - $278K
|
4.3K
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.28KNew |
$248K - $277K
|
4.28K
$247K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.27KNew |
$247K - $277K
|
4.27K
$246K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.21K+ 2.95% |
$244K - $272K
|
147K
$8.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.18K+ 6.73% |
$242K - $270K
|
66.2K
$3.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.15KNew |
$240K - $269K
|
4.15K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
4.15K+ 16.93% |
$240K - $269K
|
28.7K
$1.65M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.15KNew |
$240K - $268K
|
4.15K
$239K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.14KNew |
$240K - $268K
|
4.14K
$239K
|