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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.72K+ 26.49% |
$277K - $331K
|
27.3K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.7KNew |
$277K - $330K
|
5.7K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.7KNew |
$276K - $330K
|
5.7K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
5.66K+ 5.42% |
$275K - $328K
|
110K
$6.49M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
5.65K+ 1.59% |
$274K - $327K
|
361K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.6K+ 99.12% |
$272K - $324K
|
11.3K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
5.53KNew |
$268K - $320K
|
5.53K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5.49K+ 7.62% |
$266K - $317K
|
77.5K
$4.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
5.48K+ 189.5% |
$266K - $317K
|
8.38K
$493K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.45K+ 19.24% |
$264K - $316K
|
33.8K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.42K+ 4.67% |
$263K - $314K
|
122K
$7.16M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5.38KNew |
$261K - $311K
|
5.38K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.37K+ 12.71% |
$260K - $311K
|
47.6K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.35K+ 1.44% |
$259K - $309K
|
376K
$22.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.34KNew |
$259K - $309K
|
5.34K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.32K+ 9.99% |
$258K - $307K
|
58.5K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.31K+ 11.03% |
$258K - $307K
|
53.5K
$3.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.28K+ 29.75% |
$256K - $305K
|
23K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.25K+ 66.9% |
$255K - $304K
|
13.1K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.16KNew |
$250K - $298K
|
5.16K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.11KNew |
$248K - $296K
|
5.11K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.09K+ 25.18% |
$247K - $294K
|
25.3K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.07KNew |
$246K - $293K
|
5.07K
$299K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.06KNew |
$245K - $292K
|
5.06K
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
5.05K+ 29.45% |
$245K - $292K
|
22.2K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.02KNew |
$243K - $290K
|
5.02K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
5.01K+ 53.09% |
$243K - $290K
|
14.4K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.97KNew |
$241K - $287K
|
4.97K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.93KNew |
$239K - $285K
|
4.93K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.92KNew |
$239K - $285K
|
4.92K
$290K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
4.88K+ 82.77% |
$237K - $282K
|
10.8K
$635K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
4.87KNew |
$236K - $281K
|
4.87K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
4.84K+ 60.56% |
$235K - $280K
|
12.8K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.82KNew |
$234K - $279K
|
4.82K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.79K+ 22.83% |
$232K - $277K
|
25.8K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.76K+ 13.13% |
$231K - $276K
|
41K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.65KNew |
$225K - $269K
|
4.65K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.64K+ 20.8% |
$225K - $268K
|
27K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.59K+ 34.7% |
$223K - $266K
|
17.8K
$1.05M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4.57KNew |
$222K - $264K
|
4.57K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4.53KNew |
$219K - $262K
|
4.53K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.52KNew |
$219K - $262K
|
4.52K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.51K+ 6.76% |
$218K - $261K
|
71.2K
$4.19M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
4.5K+ 25.76% |
$218K - $260K
|
22K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.41K+ 8.2% |
$214K - $255K
|
58.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
4.4K+ 21.75% |
$213K - $255K
|
24.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.39KNew |
$213K - $254K
|
4.39K
$259K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.34KNew |
$211K - $251K
|
4.34K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.3K+ 107.5% |
$208K - $249K
|
8.3K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.3KNew |
$208K - $249K
|
4.3K
$253K
|