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 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.98K+ 17.08% |
$387K - $461K
|
54.7K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.9K+ 1.35% |
$383K - $457K
|
595K
$35M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.81K+ 230.85% |
$379K - $452K
|
11.2K
$659K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.78KNew |
$377K - $450K
|
7.78K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
7.76KNew |
$376K - $449K
|
7.76K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.69K+ 10.19% |
$373K - $445K
|
83.2K
$4.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
7.67KNew |
$372K - $443K
|
7.67K
$451K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
7.64K+ 6.62% |
$370K - $442K
|
123K
$7.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.62K+ 4.47% |
$369K - $441K
|
178K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.6KNew |
$369K - $440K
|
7.6K
$448K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
7.56K+ 13.92% |
$366K - $437K
|
61.9K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
7.48K+ 56.27% |
$363K - $433K
|
20.8K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
7.33K+ 21.28% |
$355K - $424K
|
41.8K
$2.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.29K+ 14.97% |
$353K - $422K
|
56K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.22KNew |
$350K - $418K
|
7.22K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
7.17KNew |
$347K - $415K
|
7.17K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
7.12K+ 19.45% |
$345K - $412K
|
43.7K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.12K+ 11.31% |
$345K - $412K
|
70K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.11KNew |
$345K - $411K
|
7.11K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.07KNew |
$343K - $409K
|
7.07K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.06KNew |
$342K - $408K
|
7.06K
$416K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
7.05K+ 20.48% |
$342K - $408K
|
41.5K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.01K+ 49.37% |
$340K - $405K
|
21.2K
$1.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.86K+ 15.9% |
$333K - $397K
|
50K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.83KNew |
$331K - $395K
|
6.83K
$402K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.8KNew |
$330K - $393K
|
6.8K
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.8KNew |
$330K - $393K
|
6.8K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.68KNew |
$324K - $386K
|
6.68K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.58KNew |
$319K - $381K
|
6.58K
$387K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.57K+ 95.93% |
$319K - $380K
|
13.4K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.56K+ 3.73% |
$318K - $379K
|
182K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.54K+ 24.62% |
$317K - $378K
|
33.1K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.45KNew |
$313K - $373K
|
6.45K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
6.41KNew |
$311K - $371K
|
6.41K
$377K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
6.34K+ 19.41% |
$307K - $367K
|
39K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.28KNew |
$304K - $363K
|
6.28K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.22KNew |
$301K - $360K
|
6.22K
$366K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 14.44% |
$297K - $355K
|
48.6K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.12K+ 6.11% |
$297K - $354K
|
106K
$6.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.11K+ 17.24% |
$296K - $353K
|
41.6K
$2.45M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
6.02KNew |
$292K - $348K
|
6.02K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.99KNew |
$291K - $347K
|
5.99K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.96K+ 20.25% |
$289K - $345K
|
35.4K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.88K+ 118.13% |
$285K - $340K
|
10.9K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.86KNew |
$284K - $339K
|
5.86K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
5.85K+ 6.82% |
$284K - $338K
|
91.6K
$5.39M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.81KNew |
$282K - $336K
|
5.81K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.8KNew |
$281K - $336K
|
5.8K
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.78K+ 8257.14% |
$280K - $334K
|
5.85K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.78K+ 9.8% |
$280K - $334K
|
64.7K
$3.81M
|