Purchases and Sales Made in Q4 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2023. 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 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
4.28K+ 10.54% |
$207K - $248K
|
44.9K
$2.64M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.28KNew |
$207K - $247K
|
4.28K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.28K+ 78.58% |
$207K - $247K
|
9.72K
$572K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4.25KNew |
$206K - $246K
|
4.25K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 16.35% |
$204K - $244K
|
30K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.22K+ 2.03% |
$204K - $244K
|
212K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.21KNew |
$204K - $244K
|
4.21K
$248K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.14KNew |
$201K - $240K
|
4.14K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08KNew |
$198K - $236K
|
4.08K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.06KNew |
$197K - $235K
|
4.06K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.06KNew |
$197K - $235K
|
4.06K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.05KNew |
$197K - $235K
|
4.05K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4K+ 21.14% |
$194K - $231K
|
22.9K
$1.35M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.98KNew |
$193K - $230K
|
3.98K
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.97K+ 50.82% |
$193K - $230K
|
11.8K
$694K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.96K+ 39.21% |
$192K - $229K
|
14K
$827K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3.95KNew |
$192K - $229K
|
3.95K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.93KNew |
$190K - $227K
|
3.93K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.91KNew |
$190K - $226K
|
3.91K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.91KNew |
$189K - $226K
|
3.91K
$230K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.9KNew |
$189K - $226K
|
3.9K
$230K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.88K+ 1.47% |
$188K - $225K
|
268K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.81K+ 577.85% |
$185K - $220K
|
4.47K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.72K+ 45.28% |
$181K - $215K
|
11.9K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
3.72K+ 69.7% |
$180K - $215K
|
9.05K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.67K+ 14.59% |
$178K - $212K
|
28.8K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.53K+ 4.75% |
$171K - $204K
|
77.7K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
3.5K+ 4.17% |
$170K - $202K
|
87.4K
$5.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.31K+ 3.48% |
$161K - $192K
|
98.4K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.31KNew |
$161K - $192K
|
3.31K
$195K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.3K+ 23.11% |
$160K - $191K
|
17.6K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 12.01% |
$157K - $187K
|
30.2K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.2K+ 6.39% |
$155K - $185K
|
53.3K
$3.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.18K+ 6.41% |
$154K - $184K
|
52.8K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.13K+ 32.01% |
$152K - $181K
|
12.9K
$761K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.13K+ 21.66% |
$152K - $181K
|
17.6K
$1.04M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.12K+ 16.38% |
$151K - $180K
|
22.1K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
3.11K+ 46.74% |
$151K - $180K
|
9.76K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.06K+ 12.08% |
$148K - $177K
|
28.4K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.05K+ 8.78% |
$148K - $176K
|
37.7K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.04K+ 7.21% |
$147K - $176K
|
45.2K
$2.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.01KNew |
$146K - $174K
|
3.01K
$177K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3K+ 11.36% |
$145K - $174K
|
29.4K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
3K+ 3.35% |
$145K - $174K
|
92.5K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.98KNew |
$145K - $172K
|
2.98K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.98K+ 71.91% |
$144K - $172K
|
7.12K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.96K+ 2.13% |
$144K - $171K
|
142K
$8.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
2.91K+ 12.12% |
$141K - $168K
|
26.9K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.86K+ 57.08% |
$138K - $165K
|
7.86K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.81KNew |
$136K - $163K
|
2.81K
$165K
|