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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
275+ 3.11% |
$13.3K - $15.9K
|
9.13K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
275+ 2.03% |
$13.3K - $15.9K
|
13.9K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
262+ 793.94% |
$12.7K - $15.2K
|
295
$17.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
261+ 0.59% |
$12.7K - $15.1K
|
44.6K
$2.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
260+ 1.12% |
$12.6K - $15K
|
23.5K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
254+ 5.91% |
$12.3K - $14.7K
|
4.55K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
253+ 0.91% |
$12.3K - $14.6K
|
28.1K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
252+ 2.36% |
$12.2K - $14.6K
|
10.9K
$644K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
247+ 9.82% |
$12K - $14.3K
|
2.76K
$163K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
243+ 54.0% |
$11.8K - $14.1K
|
693
$40.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
242+ 6.21% |
$11.7K - $14K
|
4.14K
$244K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
237+ 0.9% |
$11.5K - $13.7K
|
26.7K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
234+ 3.56% |
$11.3K - $13.5K
|
6.81K
$401K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
233+ 27.97% |
$11.3K - $13.5K
|
1.07K
$62.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
225+ 0.31% |
$10.9K - $13K
|
72.4K
$4.26M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
225New |
$10.9K - $13K
|
225
$13.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
221+ 3.66% |
$10.7K - $12.8K
|
6.26K
$368K
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
220+ 0.14% |
$10.7K - $12.7K
|
154K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
217New |
$10.5K - $12.6K
|
217
$12.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
214+ 1.18% |
$10.4K - $12.4K
|
18.4K
$1.08M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
213New |
$10.3K - $12.3K
|
213
$12.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
209+ 4.61% |
$10.1K - $12.1K
|
4.74K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
204+ 2.93% |
$9.89K - $11.8K
|
7.16K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
204+ 1.9% |
$9.89K - $11.8K
|
11K
$645K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
203+ 3.76% |
$9.84K - $11.7K
|
5.6K
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
200+ 2.51% |
$9.7K - $11.6K
|
8.17K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
200New |
$9.7K - $11.6K
|
200
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
200+ 0.78% |
$9.7K - $11.6K
|
25.8K
$1.52M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
200+ 0.7% |
$9.7K - $11.6K
|
28.8K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
197+ 3.45% |
$9.55K - $11.4K
|
5.9K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
196New |
$9.5K - $11.3K
|
196
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
189+ 4.35% |
$9.16K - $10.9K
|
4.53K
$267K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 9400.0% |
$9.11K - $10.9K
|
190
$11.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
187+ 3.44% |
$9.07K - $10.8K
|
5.62K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
187+ 7.86% |
$9.07K - $10.8K
|
2.57K
$151K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
180+ 4.03% |
$8.73K - $10.4K
|
4.64K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
180+ 1.11% |
$8.73K - $10.4K
|
16.3K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
180New |
$8.73K - $10.4K
|
180
$10.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
173+ 4.46% |
$8.39K - $10K
|
4.05K
$238K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
168+ 0.74% |
$8.14K - $9.72K
|
22.9K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
168New |
$8.14K - $9.72K
|
168
$9.89K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
168+ 0.89% |
$8.14K - $9.72K
|
19K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
167+ 2.11% |
$8.1K - $9.66K
|
8.1K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
167+ 1.3% |
$8.1K - $9.66K
|
13K
$767K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 4.07% |
$7.85K - $9.37K
|
4.14K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
161+ 1.91% |
$7.81K - $9.31K
|
8.59K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
157New |
$7.61K - $9.08K
|
157
$9.24K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
157+ 2.88% |
$7.61K - $9.08K
|
5.61K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
156+ 0.48% |
$7.56K - $9.02K
|
32.6K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
155+ 1.87% |
$7.51K - $8.97K
|
8.45K
$497K
|