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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.05K+ 6.27% |
$194K - $215K
|
51.7K
$3.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.99K+ 101.22% |
$191K - $212K
|
5.95K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.99K+ 47.86% |
$191K - $212K
|
9.25K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 5.97% |
$187K - $208K
|
52.1K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.93K+ 36.06% |
$186K - $207K
|
11K
$651K
|
|
|
Aug 02, 2023
Q2 2023
|
Hosking Partners LLP
|
BUY
|
- |
2.91K+ 7.34% |
$185K - $206K
|
42.6K
$2.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.9K+ 3.36% |
$185K - $205K
|
89.2K
$5.26M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
2.89K+ 18.46% |
$184K - $205K
|
18.6K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.88K+ 12.48% |
$184K - $204K
|
26K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.88K+ 4.33% |
$184K - $204K
|
69.5K
$4.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.85K+ 6.6% |
$181K - $201K
|
46K
$2.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.83KNew |
$180K - $200K
|
2.83K
$167K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.83K+ 14.43% |
$180K - $200K
|
22.4K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.8K+ 2.41% |
$178K - $198K
|
119K
$7.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.76K+ 12.08% |
$176K - $196K
|
25.6K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.75K+ 41.04% |
$175K - $194K
|
9.43K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.74K+ 13.08% |
$175K - $194K
|
23.7K
$1.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.7K+ 12.96% |
$172K - $191K
|
23.5K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.69K+ 40.6% |
$172K - $190K
|
9.32K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.68K+ 9.84% |
$171K - $190K
|
29.9K
$1.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.68K+ 3.98% |
$171K - $190K
|
70K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.66K+ 4.03% |
$169K - $188K
|
68.6K
$4.04M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.63K+ 6.21% |
$168K - $186K
|
45K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.62K+ 0.85% |
$167K - $185K
|
310K
$18.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.59K+ 15.31% |
$165K - $183K
|
19.5K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.57K+ 4.88% |
$164K - $182K
|
55.2K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.57K+ 44.2% |
$163K - $182K
|
8.37K
$494K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.56K+ 2.16% |
$163K - $181K
|
121K
$7.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.55K+ 21.11% |
$162K - $180K
|
14.6K
$862K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.54K+ 7.1% |
$162K - $180K
|
38.3K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.54K+ 66.13% |
$162K - $180K
|
6.39K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.46K+ 17.4% |
$157K - $174K
|
16.6K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.44K+ 54.97% |
$155K - $173K
|
6.88K
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.43K+ 19.55% |
$155K - $172K
|
14.9K
$878K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.41K+ 7.9% |
$153K - $170K
|
32.9K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.39K+ 2.4% |
$152K - $169K
|
102K
$6.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.36K+ 16.66% |
$150K - $167K
|
16.5K
$973K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.34K+ 3.03% |
$149K - $165K
|
79.6K
$4.69M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.33K+ 22.58% |
$148K - $165K
|
12.6K
$746K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.26K+ 3.28% |
$144K - $160K
|
71K
$4.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.23K+ 10.83% |
$142K - $158K
|
22.9K
$1.35M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.22K+ 30.64% |
$141K - $157K
|
9.46K
$558K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
2.22K+ 5.94% |
$141K - $157K
|
39.5K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 1.47% |
$140K - $155K
|
152K
$8.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.18K+ 7.16% |
$139K - $154K
|
32.6K
$1.92M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.17K+ 26.78% |
$139K - $154K
|
10.3K
$607K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.16K+ 0.39% |
$138K - $153K
|
562K
$33.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 423.23% |
$137K - $152K
|
2.66K
$157K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.13K+ 3.14% |
$135K - $150K
|
69.8K
$4.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.08K+ 21.48% |
$133K - $147K
|
11.8K
$694K
|