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 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 19.1% |
$76K - $90K
|
6.92K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.11K+ 1.63% |
$75.9K - $89.9K
|
69.2K
$4.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.08K+ 9.22% |
$73.8K - $87.4K
|
12.8K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.08K+ 1.29% |
$73.7K - $87.3K
|
84.6K
$5.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$73.5K - $87.1K
|
1.07K
$63.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.06K+ 10.7% |
$72.3K - $85.6K
|
10.9K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.04K+ 19.44% |
$71.1K - $84.2K
|
6.38K
$378K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.03K+ 1.87% |
$70.3K - $83.2K
|
55.8K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 6.47% |
$70.1K - $83K
|
16.8K
$998K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 6.47% |
$70.1K - $83K
|
16.8K
$998K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.02K+ 3.19% |
$69.5K - $82.3K
|
32.8K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 2.05% |
$69K - $81.7K
|
50.2K
$2.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
1K+ 28.94% |
$68.7K - $81.3K
|
4.47K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 0.81% |
$68.5K - $81.1K
|
125K
$7.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
995+ 23.05% |
$68.1K - $80.7K
|
5.31K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
994+ 7.16% |
$68.1K - $80.6K
|
14.9K
$882K
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
990+ 1.13% |
$67.8K - $80.3K
|
88.2K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
989+ 5.08% |
$67.7K - $80.2K
|
20.5K
$1.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
975+ 1.46% |
$66.8K - $79.1K
|
67.9K
$4.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
970+ 8.33% |
$66.4K - $78.7K
|
12.6K
$748K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
969+ 20.43% |
$66.4K - $78.6K
|
5.71K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
969+ 9.71% |
$66.4K - $78.6K
|
10.9K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
956+ 1.75% |
$65.5K - $77.5K
|
55.6K
$3.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
956+ 0.64% |
$65.5K - $77.5K
|
150K
$8.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
955New |
$65.4K - $77.4K
|
955
$56.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
954+ 4.3% |
$65.3K - $77.4K
|
23.1K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
952+ 6.11% |
$65.2K - $77.2K
|
16.5K
$980K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
948+ 3.84% |
$64.9K - $76.9K
|
25.6K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
910+ 1.48% |
$62.3K - $73.8K
|
62.4K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
908New |
$62.2K - $73.6K
|
908
$53.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
905+ 11.65% |
$62K - $73.4K
|
8.67K
$514K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
892+ 3.92% |
$61.1K - $72.3K
|
23.6K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
888+ 2.1% |
$60.8K - $72K
|
43.3K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
887+ 11.63% |
$60.7K - $71.9K
|
8.52K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
881+ 3.25% |
$60.3K - $71.4K
|
28K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
875+ 3.47% |
$59.9K - $71K
|
26.1K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
874+ 6.58% |
$59.9K - $70.9K
|
14.2K
$840K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
867+ 23.46% |
$59.4K - $70.3K
|
4.56K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
867New |
$59.4K - $70.3K
|
867
$51.4K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
867+ 0.45% |
$59.4K - $70.3K
|
195K
$11.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
853+ 14.66% |
$58.4K - $69.2K
|
6.67K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
853+ 23.02% |
$58.4K - $69.2K
|
4.56K
$270K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
846+ 2.48% |
$57.9K - $68.6K
|
35K
$2.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
836+ 15.94% |
$57.2K - $67.8K
|
6.08K
$360K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
832+ 0.22% |
$57K - $67.5K
|
383K
$22.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
825+ 9.12% |
$56.5K - $66.9K
|
9.88K
$585K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
814+ 5.15% |
$55.7K - $66K
|
16.6K
$985K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
811+ 1.42% |
$55.5K - $65.8K
|
57.8K
$3.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
806+ 20.99% |
$55.2K - $65.4K
|
4.65K
$275K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
803+ 177.26% |
$55K - $65.1K
|
1.26K
$74.4K
|