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 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
41+ 0.89% |
$2.81K - $3.32K
|
4.67K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
41+ 0.72% |
$2.81K - $3.32K
|
5.76K
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40New |
$2.74K - $3.24K
|
40
$2.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36+ 0.12% |
$2.47K - $2.92K
|
31.2K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
35+ 0.18% |
$2.4K - $2.84K
|
19K
$1.12M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
35New |
$2.4K - $2.84K
|
35
$2.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
34+ 0.71% |
$2.33K - $2.76K
|
4.84K
$285K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 0.42% |
$2.19K - $2.59K
|
7.72K
$454K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
32+ 0.12% |
$2.19K - $2.59K
|
26.1K
$1.54M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
32+ 0.2% |
$2.19K - $2.59K
|
16.2K
$954K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
31+ 0.06% |
$2.12K - $2.51K
|
52.2K
$3.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
31+ 0.68% |
$2.12K - $2.51K
|
4.57K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
30+ 0.58% |
$2.05K - $2.43K
|
5.19K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.14% |
$2.05K - $2.43K
|
21.3K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
30+ 0.52% |
$2.05K - $2.43K
|
5.84K
$344K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
29+ 0.41% |
$1.99K - $2.35K
|
7.05K
$415K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
29+ 0.45% |
$1.99K - $2.35K
|
6.52K
$384K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29+ 0.9% |
$1.99K - $2.35K
|
3.24K
$191K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.47% |
$1.85K - $2.19K
|
5.79K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
27+ 0.13% |
$1.85K - $2.19K
|
21K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.36% |
$1.78K - $2.11K
|
7.17K
$422K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
25+ 0.14% |
$1.71K - $2.03K
|
17.4K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
25+ 0.12% |
$1.71K - $2.03K
|
21.5K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
25+ 0.15% |
$1.71K - $2.03K
|
16.4K
$964K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25+ 1.49% |
$1.71K - $2.03K
|
1.71K
$100K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
24+ 0.84% |
$1.64K - $1.95K
|
2.87K
$169K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.7% |
$1.58K - $1.87K
|
3.31K
$195K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
23+ 0.09% |
$1.58K - $1.87K
|
25.2K
$1.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.43% |
$1.51K - $1.78K
|
5.18K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 0.18% |
$1.51K - $1.78K
|
12.1K
$710K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22+ 5.76% |
$1.51K - $1.78K
|
404
$23.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
22+ 0.44% |
$1.51K - $1.78K
|
5.04K
$297K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22+ 0.06% |
$1.51K - $1.78K
|
38.8K
$2.29M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
21+ 0.18% |
$1.44K - $1.7K
|
11.6K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
21+ 0.52% |
$1.44K - $1.7K
|
4.05K
$239K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
20+ 0.58% |
$1.37K - $1.62K
|
3.47K
$204K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
20+ 0.63% |
$1.37K - $1.62K
|
3.19K
$188K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
20+ 0.61% |
$1.37K - $1.62K
|
3.31K
$195K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
20+ 0.48% |
$1.37K - $1.62K
|
4.15K
$244K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
19+ 0.27% |
$1.3K - $1.54K
|
7.14K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
19+ 0.26% |
$1.3K - $1.54K
|
7.41K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
19+ 0.27% |
$1.3K - $1.54K
|
6.98K
$411K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
17+ 0.07% |
$1.16K - $1.38K
|
24.9K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
17+ 0.5% |
$1.16K - $1.38K
|
3.45K
$203K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
16+ 0.42% |
$1.1K - $1.3K
|
3.81K
$224K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.27% |
$1.1K - $1.3K
|
5.88K
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
16+ 0.16% |
$1.1K - $1.3K
|
9.8K
$577K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
16+ 1.23% |
$1.1K - $1.3K
|
1.32K
$77.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
16+ 0.47% |
$1.1K - $1.3K
|
3.41K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 0.48% |
$1.1K - $1.3K
|
3.32K
$195K
|