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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
20.6K+ 10.84% |
$1.35M - $1.54M
|
211K
$12.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
BUY
|
- |
20.5K+ 11.13% |
$1.35M - $1.53M
|
205K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
20KNew |
$1.31M - $1.49M
|
20K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 14.93% |
$1.31M - $1.48M
|
153K
$9.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
19.9KNew |
$1.3M - $1.48M
|
19.9K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
19.5K+ 1.87% |
$1.28M - $1.45M
|
1.06M
$62.7M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
19.2K+ 51.28% |
$1.26M - $1.43M
|
56.8K
$3.35M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
19.2K+ 18.99% |
$1.26M - $1.43M
|
120K
$7.1M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
19.2K+ 1.91% |
$1.26M - $1.43M
|
1.03M
$60.4M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
19K+ 564.15% |
$1.25M - $1.41M
|
22.3K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
18.8KNew |
$1.24M - $1.4M
|
18.8K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18.8K+ 1.49% |
$1.24M - $1.4M
|
1.28M
$75.5M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.2M - $1.36M
|
18.2K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
17.7K+ 3.61% |
$1.16M - $1.32M
|
508K
$30M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.7K+ 48.72% |
$1.16M - $1.32M
|
54K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 19.13% |
$1.16M - $1.32M
|
110K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.6K+ 3462.72% |
$1.15M - $1.31M
|
18.1K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
17.4K+ 65.3% |
$1.14M - $1.3M
|
44.1K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
17.4KNew |
$1.14M - $1.3M
|
17.4K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
17.2K+ 38.86% |
$1.13M - $1.28M
|
61.6K
$3.63M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
17K+ 3.69% |
$1.12M - $1.27M
|
479K
$28.2M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.9K+ 38.64% |
$1.11M - $1.26M
|
60.6K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
16.9K+ 13.14% |
$1.11M - $1.26M
|
145K
$8.57M
|
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
16.9K+ 4.41% |
$1.11M - $1.26M
|
400K
$23.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 2.24% |
$1.09M - $1.23M
|
756K
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
16.5K+ 29.3% |
$1.09M - $1.23M
|
73K
$4.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
16.5K+ 6.0% |
$1.08M - $1.23M
|
292K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
16.4K+ 13.48% |
$1.08M - $1.22M
|
138K
$8.14M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 46.68% |
$1.07M - $1.21M
|
51.1K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
15.9K+ 12.7% |
$1.04M - $1.18M
|
141K
$8.3M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
15.8K+ 642.16% |
$1.04M - $1.18M
|
18.3K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.8K+ 158.52% |
$1.04M - $1.18M
|
25.8K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
15.6K+ 11.41% |
$1.02M - $1.16M
|
152K
$8.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
15.5KNew |
$1.02M - $1.16M
|
15.5K
$915K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.3K+ 60.43% |
$1M - $1.14M
|
40.5K
$2.39M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.1K+ 164.25% |
$995K - $1.13M
|
24.4K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
15.1K+ 20.67% |
$994K - $1.13M
|
88.3K
$5.2M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
14.9K+ 3.91% |
$982K - $1.11M
|
397K
$23.4M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.8KNew |
$975K - $1.11M
|
14.8K
$875K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 40.39% |
$973K - $1.1M
|
51.4K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
14.7K+ 104950.0% |
$965K - $1.1M
|
14.7K
$867K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 2.8% |
$949K - $1.08M
|
529K
$31.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14.3K+ 43.87% |
$942K - $1.07M
|
47K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14K+ 39.34% |
$918K - $1.04M
|
49.5K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.9K+ 41.51% |
$915K - $1.04M
|
47.5K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
13.9K+ 3.99% |
$913K - $1.04M
|
362K
$21.4M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13.8KNew |
$905K - $1.03M
|
13.8K
$812K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.4KNew |
$883K - $1M
|
13.4K
$792K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
13.4KNew |
$882K - $1M
|
13.4K
$791K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
13.4KNew |
$882K - $1M
|
13.4K
$791K
|