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 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.87K+ 200.28% |
$648K - $735K
|
14.8K
$845K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.76K+ 12.07% |
$641K - $727K
|
90.6K
$5.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.75K+ 125.35% |
$640K - $726K
|
17.5K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.68KNew |
$636K - $722K
|
9.68K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
9.62KNew |
$632K - $717K
|
9.62K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.62KNew |
$632K - $717K
|
9.62K
$549K
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.61K+ 8.13% |
$631K - $716K
|
128K
$7.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.55K+ 3.68% |
$628K - $712K
|
270K
$15.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.53K+ 14.68% |
$626K - $710K
|
74.5K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9.32K+ 0.99% |
$612K - $695K
|
952K
$54.3M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.31K+ 16.56% |
$612K - $694K
|
65.5K
$3.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
9.28K+ 23.91% |
$610K - $691K
|
48.1K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
9.25K+ 2.28% |
$608K - $689K
|
415K
$23.7M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.2K+ 66.99% |
$604K - $685K
|
22.9K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.09K+ 55.9% |
$597K - $678K
|
25.4K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
9.04KNew |
$594K - $674K
|
9.04K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.02K+ 42.72% |
$593K - $672K
|
30.1K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
9KNew |
$591K - $671K
|
9K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
8.97KNew |
$589K - $668K
|
8.97K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.9K+ 8.6% |
$585K - $663K
|
112K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
8.66K+ 11.34% |
$569K - $645K
|
85K
$4.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.64K+ 8.07% |
$567K - $644K
|
116K
$6.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
8.63K+ 13.93% |
$567K - $643K
|
70.6K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.51K+ 54.28% |
$559K - $634K
|
24.2K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.43K+ 4.34% |
$554K - $628K
|
203K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.42K+ 3.69% |
$553K - $628K
|
237K
$13.5M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.42K+ 10.43% |
$553K - $628K
|
89.2K
$5.09M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.37K+ 2.16% |
$550K - $624K
|
395K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.33K+ 9.25% |
$547K - $620K
|
98.3K
$5.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
8.23K+ 3.8% |
$541K - $614K
|
225K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.15K+ 20.84% |
$536K - $607K
|
47.3K
$2.7M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.09K+ 0.0% |
$532K - $603K
|
205M
$11.7B
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.07K+ 4.82% |
$531K - $602K
|
176K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.05K+ 0.66% |
$529K - $600K
|
1.22M
$69.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
7.99K+ 36.42% |
$525K - $595K
|
29.9K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
7.9K+ 171.74% |
$519K - $589K
|
12.5K
$714K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.78K+ 4.45% |
$511K - $580K
|
183K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.74K+ 18.68% |
$508K - $577K
|
49.2K
$2.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.69K+ 71.56% |
$506K - $573K
|
18.4K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
7.62K+ 98.28% |
$501K - $568K
|
15.4K
$877K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7.59K+ 9.65% |
$499K - $566K
|
86.3K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.53K+ 4.03% |
$495K - $561K
|
194K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
7.5K+ 16.93% |
$493K - $559K
|
51.8K
$2.96M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.49KNew |
$492K - $558K
|
7.49K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.44K+ 22.66% |
$489K - $555K
|
40.3K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.36K+ 26.92% |
$484K - $549K
|
34.7K
$1.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.32K+ 0.66% |
$481K - $545K
|
1.11M
$63.6M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.22K+ 108.54% |
$474K - $538K
|
13.9K
$792K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.16K+ 43.04% |
$470K - $533K
|
23.8K
$1.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.08K+ 0.83% |
$465K - $528K
|
860K
$49.1M
|