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 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
155+ 0.37% |
$7.51K - $8.97K
|
42.5K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
152New |
$7.37K - $8.79K
|
152
$8.95K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
150+ 0.93% |
$7.27K - $8.68K
|
16.3K
$961K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
144+ 1.88% |
$6.98K - $8.33K
|
7.82K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
141+ 0.72% |
$6.84K - $8.16K
|
19.7K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
140+ 2.07% |
$6.79K - $8.1K
|
6.91K
$406K
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
140+ 0.29% |
$6.79K - $8.1K
|
47.8K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
139New |
$6.74K - $8.04K
|
139
$8.18K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
138+ 0.86% |
$6.69K - $7.98K
|
16.2K
$954K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
134+ 1.64% |
$6.5K - $7.75K
|
8.31K
$489K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
134+ 18.06% |
$6.5K - $7.75K
|
876
$51.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
132+ 2.07% |
$6.4K - $7.64K
|
6.49K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
131+ 0.85% |
$6.35K - $7.58K
|
15.5K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
130New |
$6.3K - $7.52K
|
130
$7.65K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
129+ 1.86% |
$6.25K - $7.46K
|
7.05K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126New |
$6.11K - $7.29K
|
126
$7.42K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
116+ 1.78% |
$5.62K - $6.71K
|
6.62K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
114+ 28.29% |
$5.53K - $6.59K
|
517
$30.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
113New |
$5.48K - $6.54K
|
113
$6.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
112New |
$5.43K - $6.48K
|
112
$6.59K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
110+ 275.0% |
$5.33K - $6.36K
|
150
$8.83K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
109+ 0.05% |
$5.28K - $6.31K
|
229K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
108+ 38.99% |
$5.24K - $6.25K
|
385
$22.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
108+ 1.84% |
$5.24K - $6.25K
|
5.99K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
106+ 1.58% |
$5.14K - $6.13K
|
6.83K
$402K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
104New |
$5.04K - $6.02K
|
104
$6.12K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
101+ 0.26% |
$4.9K - $5.84K
|
39K
$2.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.49% |
$4.85K - $5.79K
|
6.82K
$401K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
100+ 10.0% |
$4.85K - $5.79K
|
1.1K
$64.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.83% |
$4.85K - $5.79K
|
12.1K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
100+ 0.85% |
$4.85K - $5.79K
|
11.8K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
92New |
$4.46K - $5.32K
|
92
$5.42K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
91+ 0.65% |
$4.41K - $5.26K
|
14.1K
$832K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
89+ 0.3% |
$4.31K - $5.15K
|
29.7K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
83+ 1.12% |
$4.02K - $4.8K
|
7.49K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
83+ 1.62% |
$4.02K - $4.8K
|
5.21K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
82+ 1.64% |
$3.98K - $4.74K
|
5.08K
$299K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
82+ 0.05% |
$3.98K - $4.74K
|
154K
$9.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
80+ 1.36% |
$3.88K - $4.63K
|
5.98K
$352K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
78+ 4.53% |
$3.78K - $4.51K
|
1.8K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
78+ 1.75% |
$3.78K - $4.51K
|
4.54K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
78+ 1.4% |
$3.78K - $4.51K
|
5.64K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
77+ 3.29% |
$3.73K - $4.45K
|
2.41K
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
76+ 0.79% |
$3.68K - $4.4K
|
9.68K
$570K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
75+ 1.09% |
$3.64K - $4.34K
|
6.98K
$411K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
72New |
$3.49K - $4.17K
|
72
$4.24K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
70+ 1.41% |
$3.39K - $4.05K
|
5.03K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
61+ 0.89% |
$2.96K - $3.53K
|
6.94K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.08% |
$2.76K - $3.3K
|
73.9K
$4.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
57+ 0.94% |
$2.76K - $3.3K
|
6.12K
$360K
|