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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.14K+ 32.15% |
$240K - $268K
|
17K
$981K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.14KNew |
$239K - $268K
|
4.14K
$238K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$239K - $267K
|
4.13K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.1K+ 14.97% |
$237K - $265K
|
31.5K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4.08K+ 4.99% |
$236K - $264K
|
85.8K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.03K+ 7.53% |
$233K - $261K
|
57.6K
$3.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
4.03K+ 34.4% |
$233K - $261K
|
15.7K
$907K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.98KNew |
$230K - $258K
|
3.98K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.92K+ 1.94% |
$227K - $253K
|
206K
$11.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.91K+ 4.29% |
$226K - $253K
|
95.1K
$5.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.89K+ 11.78% |
$225K - $252K
|
36.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.87K+ 26.49% |
$224K - $251K
|
18.5K
$1.07M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.86K+ 51.45% |
$223K - $250K
|
11.4K
$655K
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$220K - $246K
|
3.8K
$219K
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$220K - $246K
|
3.8K
$219K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.8KNew |
$220K - $246K
|
3.8K
$219K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
3.78KNew |
$219K - $245K
|
3.78K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.76K+ 5.04% |
$218K - $244K
|
78.4K
$4.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
3.76K+ 4.47% |
$217K - $243K
|
87.9K
$5.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
3.68KNew |
$213K - $238K
|
3.68K
$212K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
3.66K+ 13.13% |
$212K - $237K
|
31.5K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.66K+ 87.37% |
$212K - $237K
|
7.85K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.62KNew |
$209K - $234K
|
3.62K
$209K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.55KNew |
$205K - $230K
|
3.55K
$204K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.52K+ 23.04% |
$204K - $228K
|
18.8K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.5K+ 15.13% |
$203K - $227K
|
26.7K
$1.54M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.5K+ 6.77% |
$203K - $226K
|
55.2K
$3.18M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.48KNew |
$202K - $226K
|
3.48K
$201K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.48KNew |
$201K - $225K
|
3.48K
$201K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.46KNew |
$200K - $224K
|
3.46K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.46K+ 4.48% |
$200K - $224K
|
80.6K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.43K+ 22.11% |
$199K - $222K
|
19K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.34K+ 26.16% |
$193K - $216K
|
16.1K
$929K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 3.98% |
$192K - $214K
|
86.6K
$4.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.28K+ 19.27% |
$190K - $213K
|
20.3K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3.24K+ 10.84% |
$188K - $210K
|
33.1K
$1.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
3.23K+ 1.27% |
$187K - $209K
|
257K
$14.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.18K+ 70.59% |
$184K - $206K
|
7.67K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.17K+ 0.95% |
$183K - $205K
|
335K
$19.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.16K+ 6.17% |
$183K - $205K
|
54.4K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.13K+ 1.81% |
$181K - $203K
|
176K
$10.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
3.05K+ 2.31% |
$177K - $198K
|
135K
$7.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.05K+ 94.07% |
$176K - $197K
|
6.28K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.03K+ 20.47% |
$176K - $196K
|
17.8K
$1.03M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.03K+ 20.47% |
$176K - $196K
|
17.8K
$1.03M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.97K+ 23.46% |
$172K - $192K
|
15.6K
$900K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.95K+ 45.49% |
$171K - $191K
|
9.44K
$544K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.92K+ 21.72% |
$169K - $189K
|
16.4K
$945K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.89KNew |
$168K - $187K
|
2.89K
$167K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.87K+ 0.14% |
$166K - $186K
|
2.11M
$122M
|