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 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.94K+ 24.68% |
$133K - $157K
|
9.81K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 11.62% |
$132K - $156K
|
18.5K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.92KNew |
$131K - $155K
|
1.92K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.91K+ 4.64% |
$131K - $155K
|
43K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.91K+ 6.03% |
$131K - $155K
|
33.5K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.87KNew |
$128K - $151K
|
1.87K
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86K+ 9.5% |
$127K - $151K
|
21.4K
$1.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.83K+ 16.84% |
$125K - $148K
|
12.7K
$752K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.79K+ 0.8% |
$123K - $145K
|
225K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.78K+ 1.04% |
$122K - $144K
|
173K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.77K+ 16.93% |
$121K - $144K
|
12.3K
$726K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$120K - $143K
|
1.76K
$104K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.75K+ 25.35% |
$120K - $142K
|
8.67K
$514K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.73K+ 28.42% |
$119K - $140K
|
7.82K
$464K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.72K+ 2.47% |
$118K - $140K
|
71.4K
$4.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.71K+ 4.97% |
$117K - $139K
|
36.2K
$2.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.71K+ 6.66% |
$117K - $139K
|
27.3K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.71K+ 38.47% |
$117K - $139K
|
6.15K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.7K+ 21.28% |
$117K - $138K
|
9.71K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.7K+ 29.6% |
$116K - $138K
|
7.44K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.7K+ 8.66% |
$116K - $138K
|
21.3K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.69K+ 2.54% |
$116K - $137K
|
68.2K
$4.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 2.26% |
$114K - $135K
|
75.6K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.65K+ 15.14% |
$113K - $134K
|
12.6K
$744K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.65K+ 9.51% |
$113K - $134K
|
19K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.65K+ 18.89% |
$113K - $134K
|
10.4K
$615K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.64K+ 0.88% |
$113K - $133K
|
189K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.63K+ 16.38% |
$112K - $132K
|
11.6K
$686K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 39.25% |
$111K - $132K
|
5.76K
$341K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.61K+ 0.68% |
$110K - $131K
|
240K
$14.2M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.59K+ 0.73% |
$109K - $129K
|
219K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.57K+ 5.39% |
$107K - $127K
|
30.6K
$1.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.52K+ 3.5% |
$104K - $124K
|
45.1K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.52K+ 10.02% |
$104K - $123K
|
16.6K
$986K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.51KNew |
$103K - $122K
|
1.51K
$89.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.5K+ 9.28% |
$103K - $122K
|
17.7K
$1.05M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$103K - $122K
|
1.5K
$88.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.5K+ 2.09% |
$103K - $122K
|
73.2K
$4.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.49KNew |
$102K - $121K
|
1.49K
$88.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.49K+ 24.76% |
$102K - $121K
|
7.5K
$445K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.48K+ 10.39% |
$102K - $120K
|
15.8K
$934K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.47K+ 7.22% |
$101K - $119K
|
21.9K
$1.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 23.26% |
$100K - $119K
|
7.78K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.46K+ 12.23% |
$99.8K - $118K
|
13.4K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.45K+ 14.44% |
$99.4K - $118K
|
11.5K
$682K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.45K+ 5.49% |
$99.2K - $117K
|
27.8K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.45K+ 12.02% |
$99K - $117K
|
13.5K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.44K+ 2.88% |
$98.4K - $117K
|
51.3K
$3.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.43KNew |
$97.6K - $116K
|
1.43K
$84.5K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.43K+ 2.68% |
$97.6K - $116K
|
54.7K
$3.24M
|