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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$319 - $354
|
9.17K
$512K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.08% |
$319 - $354
|
6.18K
$345K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
5+ 0.07% |
$319 - $354
|
7.13K
$398K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.08% |
$319 - $354
|
6.65K
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5+ 0.86% |
$319 - $354
|
585
$32.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.12% |
$319 - $354
|
4.16K
$232K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.11% |
$255 - $283
|
3.56K
$198K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.07% |
$255 - $283
|
5.45K
$304K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
4+ 0.12% |
$255 - $283
|
3.38K
$189K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$255 - $283
|
3.67K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4+ 0.06% |
$255 - $283
|
6.39K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.76% |
$255 - $283
|
528
$29.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$191 - $212
|
6.95K
$388K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.3% |
$191 - $212
|
1.01K
$56.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.01% |
$191 - $212
|
21.4K
$1.19M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.72% |
$191 - $212
|
418
$23.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.03% |
$127 - $141
|
6.74K
$376K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.15% |
$127 - $141
|
176
$9.83K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.93% |
$63.7 - $70.7
|
108
$6.03K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.02% |
$63.7 - $70.7
|
6.19K
$346K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1+ 0.03% |
$63.7 - $70.7
|
3.73K
$208K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$63.7 - $70.7
|
29.2K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.8% |
$63.7 - $70.7
|
126
$7.03K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.78% |
$63.7 - $70.7
|
129
$7.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.83% |
$63.7 - $70.7
|
122
$6.81K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.02% |
$63.7 - $70.7
|
4.86K
$271K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.6% |
$63.7 - $70.7
|
167
$9.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.01% |
$63.7 - $70.7
|
7.8K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$63.7 - $70.7
|
3.24K
$181K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2- -0.0% |
$127 - $141
|
40.3K
$2.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.04% |
$127 - $141
|
4.59K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4- 0.61% |
$255 - $283
|
647
$36.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-5- 0.08% |
$319 - $354
|
6.4K
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-7- 0.15% |
$446 - $495
|
4.71K
$263K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 6.8% |
$446 - $495
|
96
$5.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.17% |
$510 - $566
|
4.57K
$255K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9- 0.11% |
$573 - $637
|
8.29K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-9- 0.02% |
$573 - $637
|
45.6K
$2.55M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.06% |
$637 - $707
|
16.5K
$920K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-10- 0.22% |
$637 - $707
|
4.47K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 58.82% |
$637 - $707
|
7
$391
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-10- 0.31% |
$637 - $707
|
3.18K
$177K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.16% |
$637 - $707
|
6.11K
$341K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 21.43% |
$765 - $849
|
44
$2.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-12- 0.34% |
$765 - $849
|
3.47K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-15- 0.39% |
$956 - $1.06K
|
3.79K
$212K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16- 2.09% |
$1.02K - $1.13K
|
749
$41.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-16- 0.09% |
$1.02K - $1.13K
|
18.6K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.38% |
$1.08K - $1.2K
|
4.51K
$252K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-18- 0.23% |
$1.15K - $1.27K
|
7.95K
$444K
|