Purchases and Sales Made in Q4 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2022. 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 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$331K - $392K
|
4.83K
$284K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.81KNew |
$329K - $390K
|
4.81K
$283K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.76K+ 19.66% |
$326K - $386K
|
29K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.71K+ 1.85% |
$323K - $382K
|
259K
$15.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.68KNew |
$320K - $379K
|
4.68K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.65K+ 1.32% |
$318K - $377K
|
356K
$20.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
4.61KNew |
$315K - $374K
|
4.61K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.59K+ 1.59% |
$315K - $372K
|
294K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.5KNew |
$308K - $365K
|
4.5K
$265K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.44KNew |
$304K - $360K
|
4.44K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.42KNew |
$303K - $359K
|
4.42K
$260K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
4.39K+ 8.23% |
$301K - $356K
|
57.7K
$3.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$300K - $356K
|
4.39K
$258K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.38K+ 49.64% |
$300K - $355K
|
13.2K
$777K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.34K+ 36.38% |
$297K - $352K
|
16.3K
$957K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.33KNew |
$297K - $351K
|
4.33K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.33KNew |
$297K - $351K
|
4.33K
$255K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.33KNew |
$296K - $351K
|
4.33K
$255K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
4.31K+ 45.94% |
$295K - $349K
|
13.7K
$806K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.3K+ 24.15% |
$295K - $349K
|
22.1K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
4.3K+ 20.95% |
$294K - $349K
|
24.8K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.3KNew |
$294K - $348K
|
4.3K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
4.24KNew |
$291K - $344K
|
4.24K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.24KNew |
$290K - $344K
|
4.24K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
4.22KNew |
$289K - $342K
|
4.22K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.17K+ 24.26% |
$286K - $338K
|
21.4K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$286K - $338K
|
4.17K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.16K+ 2.36% |
$285K - $338K
|
181K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.16K+ 11.16% |
$285K - $337K
|
41.4K
$2.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
4.15K+ 2.87% |
$284K - $337K
|
149K
$8.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.12K+ 16.06% |
$282K - $334K
|
29.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.12KNew |
$282K - $334K
|
4.12K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.09K+ 1.99% |
$280K - $332K
|
210K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.05K+ 1.65% |
$277K - $328K
|
250K
$14.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.05K+ 25.7% |
$277K - $328K
|
19.8K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4.05K+ 2.01% |
$277K - $328K
|
206K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
4.02K+ 14.94% |
$275K - $326K
|
30.9K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4K+ 0.41% |
$274K - $325K
|
982K
$57.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4K+ 17.07% |
$274K - $324K
|
27.4K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.95KNew |
$271K - $321K
|
3.95K
$233K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 16.6% |
$269K - $318K
|
27.6K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.91KNew |
$267K - $317K
|
3.91K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.86K+ 13.18% |
$264K - $313K
|
33.1K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$263K - $311K
|
3.84K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.84K+ 5.4% |
$263K - $311K
|
74.9K
$4.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.83K+ 11.45% |
$263K - $311K
|
37.3K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.81K+ 10.94% |
$261K - $309K
|
38.7K
$2.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.81K+ 25.21% |
$261K - $309K
|
18.9K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.81KNew |
$261K - $309K
|
3.81K
$224K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.78K+ 61.0% |
$259K - $306K
|
9.97K
$587K
|