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 16, 2023
Q4 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
16+ 0.05% |
$1.1K - $1.3K
|
30.9K
$1.82M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
15+ 0.12% |
$1.03K - $1.22K
|
12.3K
$726K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 57.69% |
$1.03K - $1.22K
|
41
$2.41K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
14+ 0.48% |
$959 - $1.14K
|
2.91K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.02% |
$959 - $1.14K
|
64.3K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
14+ 0.48% |
$959 - $1.14K
|
2.94K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.49% |
$959 - $1.14K
|
2.9K
$170K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.4% |
$890 - $1.05K
|
3.28K
$193K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13+ 76.47% |
$890 - $1.05K
|
30
$1.77K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
13+ 0.44% |
$890 - $1.05K
|
2.98K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
13+ 0.3% |
$890 - $1.05K
|
4.35K
$256K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
12+ 0.31% |
$822 - $973
|
3.94K
$232K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
11+ 0.17% |
$753 - $892
|
6.62K
$390K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.1% |
$753 - $892
|
11.3K
$663K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
11+ 0.3% |
$753 - $892
|
3.71K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
11+ 0.85% |
$753 - $892
|
1.31K
$77.2K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 0.67% |
$753 - $892
|
1.65K
$97K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$616 - $730
|
6.65K
$391K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9+ 0.07% |
$616 - $730
|
13.2K
$774K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.12% |
$616 - $730
|
7.32K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9+ 0.14% |
$616 - $730
|
6.35K
$374K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.58% |
$616 - $730
|
1.55K
$91.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$548 - $649
|
7.48K
$440K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8+ 0.14% |
$548 - $649
|
5.69K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.18% |
$548 - $649
|
4.54K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.02% |
$548 - $649
|
33.2K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
8+ 0.22% |
$548 - $649
|
3.67K
$216K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.69% |
$479 - $568
|
1.02K
$60.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.6% |
$479 - $568
|
1.17K
$68.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7+ 0.24% |
$479 - $568
|
2.92K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$479 - $568
|
4.25K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
7+ 0.24% |
$479 - $568
|
2.97K
$175K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.12% |
$411 - $487
|
5.09K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$411 - $487
|
2.91K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6+ 0.08% |
$411 - $487
|
7.62K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$411 - $487
|
4.08K
$240K
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
5+ 0.02% |
$342 - $405
|
29.9K
$1.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.08% |
$342 - $405
|
6.53K
$385K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
5+ 0.07% |
$342 - $405
|
7.17K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.43% |
$274 - $324
|
941
$55.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.11% |
$274 - $324
|
3.81K
$224K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.08% |
$274 - $324
|
5.18K
$305K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.68% |
$274 - $324
|
592
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$274 - $324
|
14.2K
$839K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
3+ 0.08% |
$205 - $243
|
3.72K
$219K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.03% |
$205 - $243
|
9.59K
$564K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$205 - $243
|
8.75K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.06% |
$205 - $243
|
5.14K
$302K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.02% |
$137 - $162
|
8.91K
$525K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$137 - $162
|
4.73K
$279K
|