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 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.71K+ 18.68% |
$83.1K - $99.2K
|
10.9K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.7K+ 7.06% |
$82.2K - $98.1K
|
25.7K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.69KNew |
$82K - $97.9K
|
1.69K
$91.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.67K+ 21.75% |
$80.9K - $96.6K
|
9.34K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.66KNew |
$80.3K - $95.8K
|
1.66K
$89.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.65K+ 6.32% |
$79.8K - $95.2K
|
27.7K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$79.7K - $95.1K
|
1.64K
$88.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.63K+ 8.03% |
$79.2K - $94.5K
|
22K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.63K+ 23.86% |
$79.1K - $94.4K
|
8.47K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$79K - $94.3K
|
1.63K
$87.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
1.6K+ 0.17% |
$77.6K - $92.6K
|
943K
$50.8M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.59K+ 17.54% |
$77K - $91.9K
|
10.6K
$574K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.58K+ 532.66% |
$76.7K - $91.5K
|
1.88K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.58K+ 10.1% |
$76.4K - $91.2K
|
17.2K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.57K+ 1.98% |
$76.2K - $90.9K
|
80.8K
$4.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.57K+ 15.0% |
$76K - $90.7K
|
12K
$648K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.56K+ 16.95% |
$75.6K - $90.2K
|
10.8K
$580K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.56K+ 4.56% |
$75.4K - $90K
|
35.7K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.53K+ 2.91% |
$73.9K - $88.2K
|
53.9K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.52K+ 1.98% |
$73.6K - $87.8K
|
78.2K
$4.22M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.52KNew |
$73.6K - $87.8K
|
1.52K
$81.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.51K+ 22.59% |
$73.4K - $87.6K
|
8.22K
$443K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.43K+ 3.47% |
$69.5K - $82.9K
|
42.7K
$2.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.43KNew |
$69.4K - $82.8K
|
1.43K
$77.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.43K+ 2.62% |
$69.2K - $82.6K
|
56K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.42K+ 0.33% |
$69K - $82.3K
|
435K
$23.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.41K+ 10.63% |
$68.1K - $81.3K
|
14.6K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.4K+ 2.21% |
$67.9K - $81K
|
64.6K
$3.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.4K+ 18.64% |
$67.8K - $80.9K
|
8.9K
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.38K+ 21.69% |
$67K - $79.9K
|
7.75K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.38K+ 17.07% |
$66.7K - $79.6K
|
9.44K
$509K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.36K+ 12.96% |
$65.8K - $78.6K
|
11.8K
$638K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.35K+ 15.79% |
$65.4K - $78.1K
|
9.9K
$534K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.33K+ 41.62% |
$64.7K - $77.2K
|
4.54K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 3.42% |
$63.8K - $76.1K
|
39.8K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.32K+ 22.85% |
$63.8K - $76.1K
|
7.07K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.31K+ 17.05% |
$63.4K - $75.7K
|
8.98K
$484K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.31KNew |
$63.4K - $75.7K
|
1.31K
$70.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$63K - $75.2K
|
1.3K
$70.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 22.67% |
$63K - $75.1K
|
7.03K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.29K+ 21.47% |
$62.6K - $74.7K
|
7.31K
$394K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.29K+ 54.1% |
$62.4K - $74.5K
|
3.67K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.27K+ 5.02% |
$61.6K - $73.5K
|
26.6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.22KNew |
$59K - $70.5K
|
1.22K
$65.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.21K+ 8.82% |
$58.6K - $69.9K
|
14.9K
$804K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.2K+ 12.14% |
$58.2K - $69.5K
|
11.1K
$598K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2K+ 6.58% |
$58.2K - $69.4K
|
19.4K
$1.05M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
1.19KNew |
$57.9K - $69.1K
|
1.19K
$64.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.18K+ 22.45% |
$57.4K - $68.5K
|
6.46K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.18K+ 276.58% |
$57.3K - $68.3K
|
1.61K
$86.7K
|