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 |
|---|---|---|---|---|---|---|---|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.13KNew |
$337K - $382K
|
5.13K
$286K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.04KNew |
$331K - $376K
|
5.04K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.03K+ 3.35% |
$331K - $375K
|
155K
$8.67M
|
|
|
May 11, 2023
Q1 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
5K+ 2.94% |
$329K - $373K
|
175K
$9.77M
|
|
|
May 12, 2023
Q1 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
5K+ 6.25% |
$329K - $373K
|
85K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.98K+ 11.82% |
$327K - $371K
|
47.1K
$2.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.98KNew |
$327K - $371K
|
4.98K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.93K+ 10.76% |
$324K - $367K
|
50.7K
$2.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.89K+ 22.36% |
$321K - $364K
|
26.8K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.79K+ 2.59% |
$315K - $357K
|
190K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.76K+ 5.63% |
$313K - $355K
|
89.3K
$4.99M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
4.75K+ 14.73% |
$312K - $354K
|
37K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.69K+ 34.49% |
$308K - $350K
|
18.3K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.64K+ 10.14% |
$305K - $346K
|
50.4K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.64K+ 28.46% |
$305K - $346K
|
20.9K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.64K+ 95.92% |
$305K - $345K
|
9.47K
$529K
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
BUY
|
- |
4.61K+ 2.01% |
$303K - $344K
|
234K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.57KNew |
$300K - $340K
|
4.57K
$255K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.56KNew |
$300K - $340K
|
4.56K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$298K - $338K
|
4.53K
$253K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.41KNew |
$290K - $328K
|
4.41K
$246K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.4K+ 9.07% |
$289K - $328K
|
52.9K
$2.95M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
4.4K+ 11.47% |
$289K - $328K
|
42.7K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.37KNew |
$287K - $326K
|
4.37K
$244K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.37K+ 6.94% |
$287K - $325K
|
67.3K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.36K+ 26.46% |
$286K - $325K
|
20.8K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
4.31K+ 6.92% |
$283K - $321K
|
66.6K
$3.72M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.3K+ 4.7% |
$283K - $320K
|
95.8K
$5.35M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.28K+ 2.3% |
$281K - $319K
|
190K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.27K+ 8.85% |
$281K - $318K
|
52.5K
$2.93M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.23K+ 1.88% |
$278K - $315K
|
229K
$12.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.23K+ 8.94% |
$278K - $315K
|
51.5K
$2.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.18K+ 3.38% |
$275K - $311K
|
128K
$7.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.17K+ 3.17% |
$274K - $311K
|
136K
$7.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.12K+ 9.68% |
$271K - $307K
|
46.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.12K+ 3.01% |
$271K - $307K
|
141K
$7.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
4.1K+ 10.95% |
$269K - $305K
|
41.5K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4K+ 8.84% |
$263K - $298K
|
49.3K
$2.75M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.93KNew |
$258K - $293K
|
3.93K
$219K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.91K+ 42.58% |
$257K - $291K
|
13.1K
$731K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.9KNew |
$256K - $291K
|
3.9K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
3.86K+ 27.07% |
$254K - $288K
|
18.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.86K+ 2.73% |
$254K - $288K
|
146K
$8.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.82K+ 7.5% |
$251K - $285K
|
54.8K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.81KNew |
$250K - $284K
|
3.81K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$250K - $284K
|
3.8K
$212K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.8K+ 3.56% |
$249K - $283K
|
110K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.77KNew |
$248K - $281K
|
3.77K
$210K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.76KNew |
$247K - $280K
|
3.76K
$210K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.71K+ 105.85% |
$244K - $276K
|
7.21K
$402K
|