Purchases and Sales Made in Q1 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.08K+ 0.83% |
$465K - $528K
|
860K
$48M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.08K+ 0.83% |
$465K - $528K
|
860K
$48M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
7.05K+ 2.35% |
$464K - $526K
|
307K
$17.1M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.91K+ 202.85% |
$454K - $515K
|
10.3K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
6.82KNew |
$448K - $509K
|
6.82K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
6.76K+ 4.49% |
$444K - $503K
|
157K
$8.77M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.73K+ 15.41% |
$442K - $502K
|
50.4K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6.72K+ 24.12% |
$442K - $501K
|
34.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.64KNew |
$436K - $495K
|
6.64K
$371K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.64K+ 2.77% |
$436K - $495K
|
246K
$13.7M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.63KNew |
$436K - $494K
|
6.63K
$370K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.59KNew |
$433K - $491K
|
6.59K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.5K+ 49.24% |
$427K - $484K
|
19.7K
$1.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
6.48K+ 27.54% |
$426K - $483K
|
30K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.44K+ 1.81% |
$423K - $480K
|
362K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
6.34K+ 6.61% |
$416K - $472K
|
102K
$5.71M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.3K+ 2.66% |
$414K - $469K
|
243K
$13.6M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.29K+ 17.45% |
$414K - $469K
|
42.4K
$2.36M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6.22K+ 31.16% |
$408K - $463K
|
26.2K
$1.46M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
6.17K+ 65.22% |
$405K - $459K
|
15.6K
$872K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.16K+ 29.02% |
$405K - $459K
|
27.4K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.1K+ 0.5% |
$401K - $455K
|
1.22M
$68.1M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
6.1KNew |
$401K - $454K
|
6.1K
$340K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.03KNew |
$396K - $449K
|
6.03K
$336K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.02KNew |
$396K - $449K
|
6.02K
$336K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.01K+ 5.31% |
$395K - $448K
|
119K
$6.65M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.01K+ 28.64% |
$395K - $448K
|
27K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.97K+ 8.16% |
$393K - $445K
|
79.2K
$4.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
5.92K+ 3.03% |
$389K - $441K
|
201K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.91K+ 11.22% |
$389K - $441K
|
58.6K
$3.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.87KNew |
$386K - $438K
|
5.87K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
5.81K+ 2.33% |
$381K - $433K
|
255K
$14.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.77KNew |
$379K - $430K
|
5.77K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.72K+ 26.78% |
$376K - $427K
|
27.1K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.72KNew |
$376K - $426K
|
5.72K
$319K
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
5.7K+ 14.51% |
$374K - $425K
|
44.9K
$2.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.63K+ 2.13% |
$370K - $420K
|
271K
$15.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.6K+ 107.99% |
$368K - $417K
|
10.8K
$602K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.59K+ 4.62% |
$368K - $417K
|
127K
$7.07M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5.52K+ 1147.4% |
$363K - $411K
|
6K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.52K+ 5.79% |
$363K - $411K
|
101K
$5.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.47K+ 12.37% |
$359K - $408K
|
49.7K
$2.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
5.43KNew |
$357K - $405K
|
5.43K
$303K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.42K+ 101.88% |
$356K - $404K
|
10.7K
$599K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.41K+ 6.31% |
$355K - $403K
|
91.1K
$5.09M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.35K+ 4.94% |
$351K - $398K
|
113K
$6.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
5.33K+ 2.1% |
$350K - $397K
|
259K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.31K+ 8.6% |
$349K - $396K
|
67.1K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.16K+ 1.2% |
$339K - $385K
|
437K
$24.4M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.14K+ 92.04% |
$337K - $383K
|
10.7K
$598K
|