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 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
553+ 8.95% |
$26.8K - $32K
|
6.73K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
545+ 14.94% |
$26.4K - $31.5K
|
4.19K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
544+ 1.49% |
$26.4K - $31.5K
|
37K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
536+ 1.45% |
$26K - $31K
|
37.4K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
535+ 13.38% |
$25.9K - $30.9K
|
4.53K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
523New |
$25.4K - $30.3K
|
523
$31K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
522+ 2.83% |
$25.3K - $30.2K
|
19K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
522+ 15.1% |
$25.3K - $30.2K
|
3.98K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
522+ 2.39% |
$25.3K - $30.2K
|
22.4K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
519+ 6.56% |
$25.2K - $30K
|
8.44K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
510+ 3.63% |
$24.7K - $29.5K
|
14.6K
$862K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
500+ 13.8% |
$24.2K - $28.9K
|
4.12K
$244K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
500+ 14.35% |
$24.2K - $28.9K
|
3.98K
$236K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
489+ 2.58% |
$23.7K - $28.3K
|
19.5K
$1.15M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
487+ 23.87% |
$23.6K - $28.2K
|
2.53K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
476+ 0.28% |
$23.1K - $27.5K
|
170K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
468New |
$22.7K - $27.1K
|
468
$27.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
467+ 12.69% |
$22.6K - $27K
|
4.15K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
467+ 3.68% |
$22.6K - $27K
|
13.1K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
466+ 10.2% |
$22.6K - $27K
|
5.03K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
465New |
$22.5K - $26.9K
|
465
$27.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
450+ 4.19% |
$21.8K - $26K
|
11.2K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
435+ 3.45% |
$21.1K - $25.2K
|
13K
$773K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
422+ 20.49% |
$20.5K - $24.4K
|
2.48K
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
412+ 1.05% |
$20K - $23.8K
|
39.8K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
405New |
$19.6K - $23.4K
|
405
$24K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
404+ 24.77% |
$19.6K - $23.4K
|
2.04K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
402+ 6.4% |
$19.5K - $23.3K
|
6.68K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
400+ 1.4% |
$19.4K - $23.1K
|
29K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 7.14% |
$19.4K - $23.1K
|
6K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
394+ 2.51% |
$19.1K - $22.8K
|
16.1K
$952K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
393+ 1.28% |
$19.1K - $22.7K
|
31.2K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
377+ 2.35% |
$18.3K - $21.8K
|
16.4K
$972K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
367+ 0.39% |
$17.8K - $21.2K
|
93.4K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
367+ 9.16% |
$17.8K - $21.2K
|
4.37K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
360+ 2.54% |
$17.5K - $20.8K
|
14.6K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
353+ 2.11% |
$17.1K - $20.4K
|
17.1K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
350+ 6.8% |
$17K - $20.2K
|
5.5K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
350+ 4.91% |
$17K - $20.2K
|
7.49K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
344New |
$16.7K - $19.9K
|
344
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
339+ 0.76% |
$16.4K - $19.6K
|
44.8K
$2.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
323+ 6.06% |
$15.7K - $18.7K
|
5.65K
$335K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
312+ 5.4% |
$15.1K - $18K
|
6.09K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
305+ 0.76% |
$14.8K - $17.6K
|
40.5K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
300+ 0.28% |
$14.5K - $17.4K
|
109K
$6.45M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
297+ 0.38% |
$14.4K - $17.2K
|
78K
$4.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
297+ 1.66% |
$14.4K - $17.2K
|
18.2K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
296+ 0.99% |
$14.4K - $17.1K
|
30.1K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
291+ 1.04% |
$14.1K - $16.8K
|
28.1K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
285+ 6.1% |
$13.8K - $16.5K
|
4.96K
$294K
|