Purchases and Sales Made in Q4 2021 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
604+ 0.2% |
$32.4K - $37.8K
|
307K
$18.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
604+ 4.16% |
$32.4K - $37.8K
|
15.1K
$890K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
600New |
$32.2K - $37.5K
|
600
$35.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
600+ 3.61% |
$32.2K - $37.5K
|
17.2K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
600+ 4.28% |
$32.2K - $37.5K
|
14.6K
$861K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
599+ 3.73% |
$32.1K - $37.4K
|
16.7K
$982K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
588+ 1.32% |
$31.5K - $36.8K
|
45K
$2.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
587+ 1.28% |
$31.5K - $36.7K
|
46.4K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
584+ 3.28% |
$31.3K - $36.5K
|
18.4K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
580+ 2.68% |
$31.1K - $36.3K
|
22.2K
$1.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
578+ 6.63% |
$31K - $36.1K
|
9.29K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
574+ 7.99% |
$30.8K - $35.9K
|
7.76K
$457K
|
|
|
Mar 29, 2022
Q4 2021
|
Muhlenkamp & CO Inc
|
BUY
|
- |
568+ 0.45% |
$30.5K - $35.5K
|
126K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
561+ 2.45% |
$30.1K - $35.1K
|
23.5K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
558+ 9.45% |
$29.9K - $34.9K
|
6.47K
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
557+ 2.12% |
$29.9K - $34.8K
|
26.8K
$1.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
545+ 7.06% |
$29.2K - $34.1K
|
8.27K
$487K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
544+ 0.88% |
$29.2K - $34K
|
62.3K
$3.67M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
527+ 4.22% |
$28.3K - $32.9K
|
13K
$766K
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
520+ 4.54% |
$27.9K - $32.5K
|
12K
$704K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
520+ 6.59% |
$27.9K - $32.5K
|
8.42K
$495K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
519New |
$27.8K - $32.4K
|
519
$30.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
515+ 2.15% |
$27.6K - $32.2K
|
24.5K
$1.44M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
514+ 3.55% |
$27.6K - $32.1K
|
15K
$882K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
500+ 2.81% |
$26.8K - $31.3K
|
18.3K
$1.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
490+ 7.61% |
$26.3K - $30.6K
|
6.93K
$408K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
484New |
$26K - $30.3K
|
484
$28.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
483New |
$25.9K - $30.2K
|
483
$28.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
482+ 2.28% |
$25.8K - $30.1K
|
21.6K
$1.27M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
480+ 4.99% |
$25.7K - $30K
|
10.1K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
476+ 3.71% |
$25.5K - $29.8K
|
13.3K
$783K
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
474+ 1.78% |
$25.4K - $29.6K
|
27.1K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
474+ 3.42% |
$25.4K - $29.6K
|
14.3K
$844K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
470+ 1.59% |
$25.2K - $29.4K
|
30K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
461+ 2.66% |
$24.7K - $28.8K
|
17.8K
$1.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
458+ 0.82% |
$24.6K - $28.6K
|
56.1K
$3.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
457+ 2.71% |
$24.5K - $28.6K
|
17.3K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
457+ 6.65% |
$24.5K - $28.6K
|
7.33K
$431K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
456+ 4.31% |
$24.5K - $28.5K
|
11K
$650K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
441+ 8.69% |
$23.7K - $27.6K
|
5.52K
$325K
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
435+ 3.91% |
$23.3K - $27.2K
|
11.6K
$681K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
432+ 43.11% |
$23.2K - $27K
|
1.43K
$84.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
428+ 2.28% |
$23K - $26.8K
|
19.2K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
426+ 1.87% |
$22.8K - $26.6K
|
23.2K
$1.37M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
425+ 9.66% |
$22.8K - $26.6K
|
4.83K
$284K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
418+ 1.22% |
$22.4K - $26.1K
|
34.7K
$2.04M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
418+ 2.46% |
$22.4K - $26.1K
|
17.4K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
415+ 17.58% |
$22.3K - $25.9K
|
2.78K
$163K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
410+ 2.15% |
$22K - $25.6K
|
19.5K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
410+ 5.55% |
$22K - $25.6K
|
7.8K
$459K
|