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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.14% |
$268 - $313
|
3.47K
$204K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.02% |
$215 - $250
|
23.5K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4+ 0.06% |
$215 - $250
|
6.45K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.22% |
$215 - $250
|
1.79K
$105K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
3+ 0.08% |
$161 - $188
|
3.59K
$211K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.07% |
$161 - $188
|
4.19K
$247K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 1.08% |
$161 - $188
|
282
$16.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $125
|
3.12K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 18.18% |
$107 - $125
|
13
$765
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.04% |
$107 - $125
|
4.72K
$278K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$53.6 - $62.5
|
5.02K
$296K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$53.6 - $62.5
|
19.3K
$1.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.6% |
$53.6 - $62.5
|
168
$9.89K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.01% |
$53.6 - $62.5
|
19.9K
$1.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.01% |
$53.6 - $62.5
|
100
$5.89K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.06% |
$53.6 - $62.5
|
1.59K
$93.7K
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1+ 0.0% |
$53.6 - $62.5
|
31K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$53.6 - $62.5
|
5.58K
$328K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.02% |
$53.6 - $62.5
|
5.33K
$314K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.86% |
$53.6 - $62.5
|
117
$6.89K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.97% |
$53.6 - $62.5
|
104
$6.12K
|
|
|
Jan 14, 2022
Q4 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-1- -0.0% |
$53.6 - $62.5
|
26.1K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1- 0.01% |
$53.6 - $62.5
|
8.24K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$53.6 - $62.5
|
18.5K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1- 0.01% |
$53.6 - $62.5
|
16.6K
$980K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.01% |
$322 - $375
|
69K
$4.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7- 0.67% |
$375 - $438
|
1.04K
$61.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7- 0.17% |
$375 - $438
|
4.13K
$243K
|
|
|
Jan 28, 2022
Q4 2021
|
Saybrook Capital
|
SELL
|
- |
-8- 0.05% |
$429 - $500
|
14.9K
$880K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 1.57% |
$429 - $500
|
500
$29.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8- 0.07% |
$429 - $500
|
11.2K
$660K
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-9- 0.11% |
$483 - $563
|
8.18K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.25% |
$536 - $625
|
4K
$236K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-15- 0.38% |
$804 - $938
|
3.97K
$234K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-15- 0.09% |
$804 - $938
|
16K
$943K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18- 0.06% |
$965 - $1.13K
|
28.7K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 8.7% |
$1.07K - $1.25K
|
210
$12.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-21- 0.58% |
$1.13K - $1.31K
|
3.59K
$211K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22- 1.31% |
$1.18K - $1.38K
|
1.66K
$97.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-24Closed |
$1.29K - $1.5K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-25- 0.58% |
$1.34K - $1.56K
|
4.26K
$251K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 1.56% |
$1.39K - $1.63K
|
1.64K
$96.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-26- 0.2% |
$1.39K - $1.63K
|
12.7K
$750K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-28- 0.49% |
$1.5K - $1.75K
|
5.66K
$333K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 1.24% |
$1.56K - $1.81K
|
2.3K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-29- 0.19% |
$1.56K - $1.81K
|
15.5K
$913K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31- 0.09% |
$1.66K - $1.94K
|
34.9K
$2.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-33Closed |
$1.77K - $2.06K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-34- 0.25% |
$1.82K - $2.13K
|
13.8K
$815K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-37Closed |
$1.98K - $2.31K
|
0
$0
|