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
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
56+ 1.33% |
$2.71K - $3.24K
|
4.28K
$252K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51New |
$2.47K - $2.95K
|
51
$3K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50+ 2.59% |
$2.42K - $2.89K
|
1.98K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
50+ 0.35% |
$2.42K - $2.89K
|
14.2K
$836K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
49+ 0.93% |
$2.38K - $2.83K
|
5.35K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
49New |
$2.38K - $2.83K
|
49
$2.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
44New |
$2.13K - $2.55K
|
44
$2.59K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
42+ 0.62% |
$2.04K - $2.43K
|
6.84K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
42+ 2.21% |
$2.04K - $2.43K
|
1.94K
$114K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
41+ 3.42% |
$1.99K - $2.37K
|
1.24K
$73.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
40+ 1.09% |
$1.94K - $2.31K
|
3.71K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
37+ 19.27% |
$1.79K - $2.14K
|
229
$13.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
37+ 0.9% |
$1.79K - $2.14K
|
4.16K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
37+ 3.09% |
$1.79K - $2.14K
|
1.24K
$72.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
35+ 0.7% |
$1.7K - $2.02K
|
5.02K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
34+ 0.23% |
$1.65K - $1.97K
|
15K
$880K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 5.97% |
$1.6K - $1.91K
|
586
$34.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
33+ 0.77% |
$1.6K - $1.91K
|
4.3K
$253K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30New |
$1.45K - $1.74K
|
30
$1.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28+ 0.13% |
$1.36K - $1.62K
|
21.9K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.36% |
$1.31K - $1.56K
|
7.56K
$445K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22+ 1.21% |
$1.07K - $1.27K
|
1.84K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
22+ 0.35% |
$1.07K - $1.27K
|
6.22K
$366K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22+ 0.18% |
$1.07K - $1.27K
|
12.5K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
20+ 0.19% |
$970 - $1.16K
|
10.3K
$607K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 0.18% |
$727 - $868
|
8.24K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
14+ 0.04% |
$679 - $810
|
33.2K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14+ 0.24% |
$679 - $810
|
5.84K
$344K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.27% |
$582 - $694
|
4.42K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.33% |
$582 - $694
|
3.67K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
11New |
$533 - $636
|
11
$648
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 25.0% |
$533 - $636
|
55
$3.24K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 0.17% |
$533 - $636
|
6.33K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.15% |
$436 - $521
|
5.87K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8+ 0.02% |
$388 - $463
|
45.8K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.12% |
$339 - $405
|
632
$37.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 0.83% |
$339 - $405
|
851
$50.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.11% |
$339 - $405
|
6.19K
$364K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
7+ 0.1% |
$339 - $405
|
7.14K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 2.65% |
$339 - $405
|
271
$16K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
6+ 0.15% |
$291 - $347
|
4.14K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.15% |
$291 - $347
|
3.9K
$230K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 0.39% |
$242 - $289
|
1.27K
$74.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$194 - $231
|
19.7K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $231
|
5.01K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 0.05% |
$194 - $231
|
7.59K
$447K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.07% |
$145 - $174
|
4.28K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
3+ 0.07% |
$145 - $174
|
4.46K
$263K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.3% |
$145 - $174
|
1.01K
$59.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2+ 0.01% |
$97 - $116
|
24.8K
$1.46M
|