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 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
3.77KNew |
$258K - $306K
|
3.77K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
3.77KNew |
$258K - $306K
|
3.77K
$222K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.73KNew |
$255K - $302K
|
3.73K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.7K+ 18.91% |
$253K - $300K
|
23.3K
$1.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.68K+ 13.3% |
$252K - $299K
|
31.4K
$1.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
3.68K+ 1.97% |
$252K - $298K
|
190K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.63K+ 3.02% |
$249K - $295K
|
124K
$7.28M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63K+ 1.74% |
$249K - $294K
|
212K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.62K+ 13.0% |
$248K - $294K
|
31.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.62KNew |
$248K - $294K
|
3.62K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.59K+ 12.92% |
$246K - $291K
|
31.4K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.58KNew |
$245K - $290K
|
3.58K
$210K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.57K+ 98.73% |
$244K - $289K
|
7.18K
$423K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.57KNew |
$244K - $289K
|
3.57K
$210K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
3.55K+ 112.18% |
$243K - $287K
|
6.71K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3.53K+ 1.47% |
$242K - $286K
|
244K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.52KNew |
$241K - $285K
|
3.52K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.51K+ 42.58% |
$241K - $285K
|
11.8K
$692K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.51K+ 16.1% |
$241K - $285K
|
25.3K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.5KNew |
$240K - $284K
|
3.5K
$206K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.5KNew |
$240K - $284K
|
3.5K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.5K+ 8.64% |
$239K - $284K
|
44K
$2.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.5KNew |
$239K - $283K
|
3.5K
$206K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3.47K+ 13.83% |
$238K - $282K
|
28.6K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.46K+ 42.6% |
$237K - $280K
|
11.6K
$682K
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.44KNew |
$236K - $279K
|
3.44K
$203K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
3.43K+ 4.28% |
$235K - $278K
|
83.4K
$4.91M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.41KNew |
$233K - $276K
|
3.41K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 4.38% |
$232K - $274K
|
80.7K
$4.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.37KNew |
$231K - $274K
|
3.37K
$199K
|
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.36KNew |
$230K - $272K
|
3.36K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.35K+ 4.71% |
$230K - $272K
|
74.5K
$4.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.35KNew |
$229K - $272K
|
3.35K
$197K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.34KNew |
$229K - $271K
|
3.34K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.34K+ 44.55% |
$229K - $271K
|
10.8K
$638K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.3K+ 11.83% |
$226K - $268K
|
31.2K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.3K+ 98.3% |
$226K - $267K
|
6.65K
$391K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.3KNew |
$226K - $267K
|
3.3K
$194K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.29KNew |
$225K - $266K
|
3.29K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$225K - $266K
|
3.28K
$193K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.28K+ 3.5% |
$225K - $266K
|
96.9K
$5.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.27K+ 39.13% |
$224K - $265K
|
11.6K
$684K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.23KNew |
$221K - $262K
|
3.23K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 7.95% |
$221K - $261K
|
43.7K
$2.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
3.21K+ 12.34% |
$220K - $261K
|
29.3K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$220K - $260K
|
3.21K
$189K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.2KNew |
$219K - $259K
|
3.2K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
3.17KNew |
$217K - $257K
|
3.17K
$187K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
3.13K+ 1.9% |
$214K - $254K
|
168K
$9.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
3.12KNew |
$214K - $253K
|
3.12K
$184K
|