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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
2.91K+ 12.12% |
$141K - $168K
|
26.9K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.86K+ 57.08% |
$138K - $165K
|
7.86K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.81KNew |
$136K - $163K
|
2.81K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.77K+ 9.54% |
$134K - $160K
|
31.8K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.75KNew |
$133K - $159K
|
2.75K
$148K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.71K+ 4.45% |
$131K - $157K
|
63.6K
$3.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.65K+ 36.12% |
$129K - $153K
|
10K
$539K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.64K+ 19.53% |
$128K - $153K
|
16.1K
$870K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.6K+ 4.08% |
$126K - $150K
|
66.3K
$3.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.58KNew |
$125K - $149K
|
2.58K
$139K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.58K+ 186.15% |
$125K - $149K
|
3.97K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.51K+ 105.77% |
$122K - $145K
|
4.88K
$263K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.51K+ 45.58% |
$122K - $145K
|
8.01K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.5KNew |
$121K - $145K
|
2.5K
$135K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.49K+ 34.57% |
$121K - $144K
|
9.71K
$523K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.49K+ 2.9% |
$121K - $144K
|
88.4K
$4.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.49K+ 57.52% |
$121K - $144K
|
6.82K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.49K+ 34.59% |
$121K - $144K
|
9.69K
$522K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.4K+ 16.54% |
$116K - $139K
|
16.9K
$912K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 0.24% |
$116K - $139K
|
1.02M
$54.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.38K+ 13.77% |
$116K - $138K
|
19.7K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.38K+ 64.09% |
$115K - $138K
|
6.1K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.35K+ 3.04% |
$114K - $136K
|
79.7K
$4.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 5.1% |
$113K - $134K
|
47.9K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.25K+ 21.65% |
$109K - $130K
|
12.6K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.18KNew |
$106K - $126K
|
2.18K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.08K+ 2.27% |
$101K - $120K
|
93.4K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.04K+ 10.76% |
$98.9K - $118K
|
21K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
2.03K+ 1.56% |
$98.3K - $117K
|
132K
$7.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2K+ 3.97% |
$97.2K - $116K
|
52.5K
$2.83M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
2K+ 6.25% |
$97K - $116K
|
34K
$1.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2K+ 49.91% |
$97K - $116K
|
6.01K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2KNew |
$97K - $116K
|
2K
$108K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
2K+ 7.28% |
$97K - $116K
|
29.5K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2KNew |
$97K - $116K
|
2K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
2KNew |
$97K - $116K
|
2K
$108K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.98KNew |
$95.7K - $114K
|
1.98K
$106K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.96K+ 1.87% |
$95.1K - $114K
|
107K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.95K+ 33.76% |
$94.5K - $113K
|
7.73K
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94K+ 34.32% |
$94.2K - $112K
|
7.61K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.94KNew |
$94.2K - $112K
|
1.94K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.94K+ 1.9% |
$94.2K - $112K
|
104K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.92K+ 3.19% |
$92.9K - $111K
|
62K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.87K+ 15.94% |
$90.7K - $108K
|
13.6K
$733K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.85K+ 15.49% |
$89.6K - $107K
|
13.8K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.84KNew |
$89K - $106K
|
1.84K
$98.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.76KNew |
$85.2K - $102K
|
1.76K
$94.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.75K+ 20.47% |
$85K - $101K
|
10.3K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.75K+ 24.84% |
$85K - $101K
|
8.81K
$475K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.72K+ 23.08% |
$83.4K - $99.5K
|
9.17K
$494K
|