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 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
806+ 4.05% |
$39.1K - $46.6K
|
20.7K
$1.22M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
806+ 4.05% |
$39.1K - $46.6K
|
20.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
804+ 7.34% |
$39K - $46.5K
|
11.8K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
800+ 21.66% |
$38.8K - $46.3K
|
4.49K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
798+ 3.72% |
$38.7K - $46.2K
|
22.3K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
797+ 4.26% |
$38.6K - $46.1K
|
19.5K
$1.15M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
788New |
$38.2K - $45.6K
|
788
$46.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
780New |
$37.8K - $45.1K
|
780
$45.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
778+ 12.85% |
$37.7K - $45K
|
6.83K
$402K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
773+ 7.84% |
$37.5K - $44.7K
|
10.6K
$626K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
772New |
$37.4K - $44.7K
|
772
$45.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
740+ 1.74% |
$35.9K - $42.8K
|
43.3K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
731+ 23.43% |
$35.4K - $42.3K
|
3.85K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
730+ 3.58% |
$35.4K - $42.2K
|
21.1K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
725+ 8.6% |
$35.1K - $41.9K
|
9.15K
$539K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
720+ 4.82% |
$34.9K - $41.7K
|
15.7K
$922K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
720+ 12.82% |
$34.9K - $41.7K
|
6.34K
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
708+ 24.4% |
$34.3K - $41K
|
3.61K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
706+ 2.38% |
$34.2K - $40.8K
|
30.3K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
700+ 9.68% |
$33.9K - $40.5K
|
7.93K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 3.85% |
$33.9K - $40.5K
|
18.9K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
700+ 4.6% |
$33.9K - $40.5K
|
15.9K
$937K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
688+ 0.95% |
$33.4K - $39.8K
|
72.7K
$4.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
684+ 15.61% |
$33.2K - $39.6K
|
5.07K
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
672+ 69.49% |
$32.6K - $38.9K
|
1.64K
$96.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
667+ 0.76% |
$32.3K - $38.6K
|
88K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
666New |
$32.3K - $38.5K
|
666
$39.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
660+ 1.83% |
$32K - $38.2K
|
36.7K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
650+ 11.97% |
$31.5K - $37.6K
|
6.08K
$358K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
646New |
$31.3K - $37.4K
|
646
$38K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
645+ 2.25% |
$31.3K - $37.3K
|
29.3K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
642+ 0.99% |
$31.1K - $37.1K
|
65.4K
$3.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
635+ 1.91% |
$30.8K - $36.7K
|
33.8K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
628+ 35.68% |
$30.4K - $36.3K
|
2.39K
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
625+ 11.92% |
$30.3K - $36.2K
|
5.87K
$346K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
610+ 1.32% |
$29.6K - $35.3K
|
46.7K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
608+ 2.11% |
$29.5K - $35.2K
|
29.5K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
605+ 1.67% |
$29.3K - $35K
|
36.8K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
604+ 11.16% |
$29.3K - $34.9K
|
6.02K
$354K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
604+ 11.16% |
$29.3K - $34.9K
|
6.02K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
600+ 3.36% |
$29.1K - $34.7K
|
18.4K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
600+ 7.6% |
$29.1K - $34.7K
|
8.5K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
590New |
$28.6K - $34.1K
|
590
$34.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
589+ 11.86% |
$28.6K - $34.1K
|
5.56K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
580+ 2.36% |
$28.1K - $33.6K
|
25.1K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
574+ 1.55% |
$27.8K - $33.2K
|
37.7K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
559+ 5.33% |
$27.1K - $32.3K
|
11K
$650K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
554+ 1.5% |
$26.9K - $32K
|
37.4K
$2.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
554+ 2.02% |
$26.9K - $32K
|
28K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
553+ 8.95% |
$26.8K - $32K
|
6.73K
$396K
|