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 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
17.8KNew |
$861K - $1.03M
|
17.8K
$958K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.6KNew |
$854K - $1.02M
|
17.6K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
17.5K+ 17.17% |
$847K - $1.01M
|
119K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.3K+ 213.79% |
$840K - $1M
|
25.4K
$1.37M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17.2KNew |
$833K - $994K
|
17.2K
$926K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
17K+ 99.99% |
$825K - $984K
|
34K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16.8KNew |
$817K - $974K
|
16.8K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16K+ 27.26% |
$776K - $926K
|
74.7K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
16K+ 16.01% |
$775K - $925K
|
116K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15.9KNew |
$768K - $917K
|
15.9K
$854K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15.8K+ 3.63% |
$767K - $915K
|
452K
$24.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
15.7K+ 5072.82% |
$760K - $907K
|
16K
$862K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.6K+ 34.98% |
$756K - $902K
|
60.1K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
15.4K+ 130.21% |
$745K - $889K
|
27.2K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15.3K+ 10.92% |
$743K - $887K
|
156K
$8.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.3K+ 1.41% |
$743K - $886K
|
1.1M
$59.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
15.1K+ 42.42% |
$731K - $873K
|
50.7K
$2.73M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
15.1K+ 42.42% |
$731K - $873K
|
50.7K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15.1K+ 947.96% |
$731K - $872K
|
16.7K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
15K+ 106.67% |
$726K - $867K
|
29K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15K+ 48.84% |
$725K - $865K
|
45.6K
$2.46M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
14.8KNew |
$716K - $855K
|
14.8K
$796K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
14.7KNew |
$714K - $851K
|
14.7K
$793K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
14.7K+ 27.13% |
$712K - $850K
|
68.8K
$3.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
14.6KNew |
$709K - $846K
|
14.6K
$788K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
14.6K+ 55.91% |
$708K - $845K
|
40.7K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
14.6K+ 198.75% |
$708K - $845K
|
22K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$705K - $841K
|
14.5K
$784K
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.5K+ 51.17% |
$705K - $841K
|
42.9K
$2.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
14.5K+ 15.2% |
$704K - $840K
|
110K
$5.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
14.4K+ 20.93% |
$699K - $834K
|
83.4K
$4.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
14.4K+ 31.2% |
$697K - $831K
|
60.4K
$3.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
14.3K+ 94.54% |
$695K - $829K
|
29.5K
$1.59M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
14.2K+ 3.72% |
$691K - $824K
|
397K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
13.7K+ 23.47% |
$663K - $791K
|
71.9K
$3.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13.6KNew |
$658K - $786K
|
13.6K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
13.5K+ 12.04% |
$656K - $783K
|
126K
$6.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13.5K+ 73.47% |
$656K - $783K
|
31.9K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
13.5K+ 4.08% |
$656K - $782K
|
345K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.4KNew |
$650K - $776K
|
13.4K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3K+ 222.06% |
$646K - $770K
|
19.3K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.1K+ 9.37% |
$635K - $758K
|
153K
$8.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.1KNew |
$634K - $756K
|
13.1K
$705K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$614K - $732K
|
12.7K
$682K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
12.5KNew |
$607K - $724K
|
12.5K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
12.5K+ 41.59% |
$605K - $722K
|
42.5K
$2.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$591K - $705K
|
12.2K
$657K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12.2K+ 6.82% |
$590K - $703K
|
191K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
12.1K+ 80.89% |
$588K - $702K
|
27.1K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
12KNew |
$584K - $697K
|
12K
$649K
|