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
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.18K+ 1.47% |
$57K - $68K
|
80.9K
$4.36M
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.16K+ 5.24% |
$56.2K - $67.1K
|
23.3K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 3.16% |
$55.4K - $66.1K
|
37.3K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13K+ 2.41% |
$54.9K - $65.5K
|
48.1K
$2.59M
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.13K+ 1.15% |
$54.6K - $65.1K
|
99.2K
$5.35M
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.12K+ 3.46% |
$54.5K - $65K
|
33.6K
$1.81M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.12KNew |
$54.3K - $64.8K
|
1.12K
$60.4K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.12K+ 0.25% |
$54.1K - $64.6K
|
440K
$23.7M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.11K+ 1.04% |
$53.7K - $64K
|
107K
$5.79M
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.11K+ 2.6% |
$53.6K - $64K
|
43.6K
$2.35M
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.1K+ 10.21% |
$53.1K - $63.3K
|
11.8K
$637K
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.09KNew |
$53K - $63.2K
|
1.09K
$58.9K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 12.02% |
$52.7K - $62.9K
|
10.1K
$547K
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.09K+ 5.16% |
$52.6K - $62.8K
|
22.1K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08K+ 0.23% |
$52.5K - $62.6K
|
468K
$25.2M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.08K+ 7.96% |
$52.2K - $62.3K
|
14.6K
$787K
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.07K+ 17.1% |
$51.9K - $62K
|
7.33K
$395K
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.07K+ 11.72% |
$51.9K - $61.9K
|
10.2K
$550K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.07K+ 4.83% |
$51.6K - $61.6K
|
23.1K
$1.24M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 6.28% |
$51.6K - $61.6K
|
18K
$971K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.06KNew |
$51.2K - $61.1K
|
1.06K
$56.9K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.05K+ 6.38% |
$51K - $60.8K
|
17.5K
$945K
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.05K+ 28.07% |
$50.8K - $60.6K
|
4.78K
$257K
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1K+ 16.63% |
$48.5K - $57.9K
|
7.02K
$378K
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
1K+ 6.39% |
$48.5K - $57.9K
|
16.6K
$897K
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1K+ 20.42% |
$48.5K - $57.9K
|
5.9K
$318K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1K+ 12.2% |
$48.5K - $57.9K
|
9.2K
$496K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
995+ 23.47% |
$48.2K - $57.6K
|
5.24K
$282K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
994+ 27.24% |
$48.2K - $57.5K
|
4.64K
$250K
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
985+ 4.18% |
$47.8K - $57K
|
24.6K
$1.32M
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
956+ 0.66% |
$46.3K - $55.3K
|
146K
$7.86M
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
952+ 9.04% |
$46.2K - $55.1K
|
11.5K
$619K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
935+ 2.07% |
$45.3K - $54.1K
|
46.1K
$2.48M
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
924+ 27.14% |
$44.8K - $53.5K
|
4.33K
$233K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
922+ 7.57% |
$44.7K - $53.3K
|
13.1K
$706K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
921+ 5.12% |
$44.7K - $53.3K
|
18.9K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
911New |
$44.2K - $52.7K
|
911
$49.1K
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
907+ 0.72% |
$44K - $52.5K
|
127K
$6.86M
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
902+ 19.12% |
$43.7K - $52.2K
|
5.62K
$303K
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
900+ 18.53% |
$43.6K - $52.1K
|
5.76K
$310K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
900New |
$43.6K - $52.1K
|
900
$48.5K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
900New |
$43.6K - $52.1K
|
900
$48.5K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
894+ 6.14% |
$43.3K - $51.7K
|
15.5K
$833K
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
885+ 8.83% |
$42.9K - $51.2K
|
10.9K
$588K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
878New |
$42.6K - $50.8K
|
878
$47.3K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
869+ 8.65% |
$42.1K - $50.3K
|
10.9K
$588K
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
866New |
$42K - $50.1K
|
866
$46.7K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
860+ 16.23% |
$41.7K - $49.8K
|
6.16K
$332K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
857New |
$41.5K - $49.6K
|
857
$46.2K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
853+ 5.61% |
$41.4K - $49.3K
|
16.1K
$866K
|