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 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
12KNew |
$582K - $694K
|
12K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
12KNew |
$579K - $691K
|
12K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
11.9KNew |
$577K - $689K
|
11.9K
$701K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
11.8K+ 8.82% |
$574K - $685K
|
146K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.7KNew |
$567K - $677K
|
11.7K
$689K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11.6K+ 95.27% |
$565K - $674K
|
23.9K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
11.5KNew |
$559K - $667K
|
11.5K
$679K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.4K+ 13.33% |
$550K - $657K
|
96.5K
$5.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11K+ 11.88% |
$536K - $639K
|
104K
$6.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.8K+ 110.55% |
$523K - $624K
|
20.6K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10.7KNew |
$517K - $617K
|
10.7K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
10.5K+ 1174.36% |
$508K - $607K
|
11.4K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 19.79% |
$503K - $600K
|
62.8K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.3K+ 12.71% |
$501K - $598K
|
91.6K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.3K+ 58.64% |
$500K - $597K
|
27.9K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.2KNew |
$496K - $592K
|
10.2K
$602K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10.2KNew |
$493K - $588K
|
10.2K
$599K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10.2KNew |
$492K - $588K
|
10.2K
$598K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.97KNew |
$484K - $577K
|
9.97K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.9KNew |
$480K - $573K
|
9.9K
$583K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
9.83K+ 13.41% |
$477K - $569K
|
83.2K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.78KNew |
$474K - $566K
|
9.78K
$576K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.74K+ 62.36% |
$472K - $563K
|
25.4K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
9.59KNew |
$465K - $554K
|
9.59K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
9.59KNew |
$465K - $554K
|
9.59K
$564K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.49K+ 14.39% |
$460K - $549K
|
75.4K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
9.27KNew |
$450K - $536K
|
9.27K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.17K+ 5.22% |
$445K - $531K
|
185K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$444K - $530K
|
9.16K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
9.11KNew |
$442K - $527K
|
9.11K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
9.1K+ 1.88% |
$441K - $526K
|
494K
$29.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
9.02K+ 41.72% |
$437K - $522K
|
30.6K
$1.8M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
9.02K+ 41.72% |
$437K - $522K
|
30.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.82K+ 4.95% |
$428K - $510K
|
187K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
8.76K+ 3.48% |
$425K - $507K
|
260K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.75K+ 0.34% |
$424K - $506K
|
2.61M
$153M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 219.1% |
$424K - $506K
|
12.7K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
8.7KNew |
$422K - $503K
|
8.7K
$512K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.63K+ 8.3% |
$418K - $499K
|
113K
$6.63M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
8.62KNew |
$418K - $499K
|
8.62K
$507K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
8.61K+ 166.06% |
$417K - $498K
|
13.8K
$812K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.52KNew |
$413K - $493K
|
8.52K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.51K+ 427.17% |
$412K - $492K
|
10.5K
$618K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.39K+ 10.41% |
$407K - $485K
|
89K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8.36KNew |
$405K - $484K
|
8.36K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
8.28KNew |
$401K - $479K
|
8.28K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
8.26KNew |
$401K - $478K
|
8.26K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.24KNew |
$399K - $477K
|
8.24K
$485K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.06KNew |
$391K - $466K
|
8.06K
$474K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
7.99KNew |
$387K - $462K
|
7.99K
$470K
|