Purchases and Sales Made in Q2 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
310+ 3.01% |
$19.8K - $21.9K
|
10.6K
$592K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
307+ 0.48% |
$19.6K - $21.7K
|
64.3K
$3.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
305+ 8.54% |
$19.4K - $21.6K
|
3.88K
$216K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$16.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
300+ 4.54% |
$19.1K - $21.2K
|
6.92K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 1.3% |
$19.1K - $21.2K
|
23.4K
$1.31M
|
|
|
Feb 05, 2025
Q2 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 9.68% |
$19.1K - $21.2K
|
3.4K
$190K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
298+ 5.87% |
$19K - $21.1K
|
5.38K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
298+ 6.76% |
$19K - $21.1K
|
4.71K
$263K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
297+ 1.59% |
$18.9K - $21K
|
18.9K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
290+ 0.79% |
$18.5K - $20.5K
|
37.1K
$2.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
290+ 0.58% |
$18.5K - $20.5K
|
49.9K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
290+ 0.7% |
$18.5K - $20.5K
|
41.6K
$2.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
289+ 6.35% |
$18.4K - $20.4K
|
4.84K
$270K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
287+ 6.26% |
$18.3K - $20.3K
|
4.87K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
280New |
$17.8K - $19.8K
|
280
$15.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
279+ 2.43% |
$17.8K - $19.7K
|
11.8K
$657K
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
279+ 0.99% |
$17.8K - $19.7K
|
28.5K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
278+ 1.42% |
$17.7K - $19.7K
|
19.8K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
277New |
$17.6K - $19.6K
|
277
$15.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
275+ 1.03% |
$17.5K - $19.5K
|
27.1K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
275+ 3.16% |
$17.5K - $19.5K
|
8.97K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
275+ 0.61% |
$17.5K - $19.5K
|
45.1K
$2.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
275+ 0.42% |
$17.5K - $19.5K
|
66.4K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
275+ 1.19% |
$17.5K - $19.5K
|
23.3K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
271+ 12.3% |
$17.3K - $19.2K
|
2.48K
$138K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
271+ 12.3% |
$17.3K - $19.2K
|
2.48K
$138K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
262+ 6.65% |
$16.7K - $18.5K
|
4.2K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
261+ 86.14% |
$16.6K - $18.5K
|
564
$31.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
258+ 5.54% |
$16.4K - $18.3K
|
4.92K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
258+ 1.88% |
$16.4K - $18.3K
|
14K
$782K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
256+ 7.36% |
$16.3K - $18.1K
|
3.73K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
252+ 3.38% |
$16.1K - $17.8K
|
7.71K
$431K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
251+ 5.07% |
$16K - $17.8K
|
5.2K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
251+ 1.81% |
$16K - $17.8K
|
14.1K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
251+ 3.03% |
$16K - $17.8K
|
8.53K
$476K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
251+ 0.68% |
$16K - $17.8K
|
37.2K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
250+ 3.54% |
$15.9K - $17.7K
|
7.31K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
250+ 1.22% |
$15.9K - $17.7K
|
20.7K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
243+ 0.28% |
$15.5K - $17.2K
|
87.8K
$4.9M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
242+ 1.38% |
$15.4K - $17.1K
|
17.8K
$994K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
241+ 3.44% |
$15.4K - $17K
|
7.24K
$404K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
240+ 2.24% |
$15.3K - $17K
|
10.9K
$611K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
236+ 2.25% |
$15K - $16.7K
|
10.7K
$599K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
236+ 0.5% |
$15K - $16.7K
|
47.2K
$2.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
230+ 0.54% |
$14.7K - $16.3K
|
42.6K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
228+ 2.62% |
$14.5K - $16.1K
|
8.92K
$498K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 0.47% |
$14.5K - $16.1K
|
48.2K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
220+ 7.29% |
$14K - $15.6K
|
3.24K
$181K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
216+ 720.0% |
$13.8K - $15.3K
|
246
$13.7K
|