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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.42K+ 10.79% |
$97.4K - $115K
|
14.6K
$860K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.42K+ 4.45% |
$97.3K - $115K
|
33.3K
$1.96M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.42K+ 9.35% |
$97.2K - $115K
|
16.6K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 19.71% |
$96.5K - $114K
|
8.56K
$504K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
1.4K+ 27.77% |
$95.9K - $114K
|
6.44K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 16.95% |
$95.9K - $114K
|
9.66K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.4K+ 15.04% |
$95.8K - $113K
|
10.7K
$630K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 7.71% |
$95.6K - $113K
|
19.5K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.39K+ 10.66% |
$95.1K - $113K
|
14.4K
$848K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.38K+ 43.84% |
$94.8K - $112K
|
4.54K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.38K+ 4.29% |
$94.6K - $112K
|
33.6K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.38KNew |
$94.5K - $112K
|
1.38K
$81.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.37K+ 11.09% |
$94K - $111K
|
13.7K
$809K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.37K+ 14.8% |
$93.5K - $111K
|
10.6K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.36K+ 37.91% |
$93K - $110K
|
4.94K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.35K+ 12.55% |
$92.2K - $109K
|
12.1K
$711K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.34K+ 9.13% |
$91.8K - $109K
|
16K
$944K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.32K+ 17.44% |
$90.1K - $107K
|
8.86K
$522K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.31K+ 0.63% |
$89.5K - $106K
|
209K
$12.3M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.31K+ 4.59% |
$89.4K - $106K
|
29.7K
$1.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.3K+ 2.43% |
$89.1K - $105K
|
54.8K
$3.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.29K+ 11.8% |
$88.3K - $105K
|
12.2K
$719K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.29K+ 3.33% |
$88.2K - $104K
|
39.9K
$2.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.29K+ 0.19% |
$88.1K - $104K
|
691K
$40.7M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.28KNew |
$87.5K - $104K
|
1.28K
$75.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.28K+ 7.75% |
$87.4K - $103K
|
17.7K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.26K+ 29.55% |
$86K - $102K
|
5.51K
$324K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 3.44% |
$85.4K - $101K
|
37.5K
$2.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.22K+ 16.15% |
$83.7K - $99.1K
|
8.79K
$517K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.2KNew |
$82.2K - $97.3K
|
1.2K
$70.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.2K+ 71.9% |
$81.8K - $96.9K
|
2.86K
$168K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.19K+ 14.3% |
$81.7K - $96.7K
|
9.53K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.19K+ 1.06% |
$81.7K - $96.7K
|
114K
$6.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.4% |
$81.5K - $96.5K
|
300K
$17.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.19K+ 7.52% |
$81.3K - $96.3K
|
17K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.17KNew |
$80.3K - $95K
|
1.17K
$69K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.17K+ 1.51% |
$79.8K - $94.5K
|
78.1K
$4.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 12.83% |
$79.8K - $94.5K
|
10.2K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.16K+ 3.06% |
$79.7K - $94.4K
|
39.2K
$2.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.16K+ 1.82% |
$79.2K - $93.7K
|
64.6K
$3.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.15K+ 11.04% |
$78.8K - $93.3K
|
11.6K
$681K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.15K+ 5.2% |
$78.7K - $93.2K
|
23.2K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.14K+ 1.75% |
$78.3K - $92.7K
|
66.5K
$3.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.14K+ 4.72% |
$78.1K - $92.4K
|
25.3K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.14K+ 8.44% |
$78K - $92.4K
|
14.6K
$862K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.13K+ 0.64% |
$77.2K - $91.5K
|
176K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.13K+ 0.61% |
$77.1K - $91.3K
|
186K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.12K+ 7.83% |
$76.7K - $90.8K
|
15.4K
$908K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.12K+ 2.38% |
$76.5K - $90.6K
|
48K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.11K+ 7.16% |
$76.1K - $90.1K
|
16.6K
$978K
|