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
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.21K+ 47.22% |
$332K - $368K
|
16.2K
$957K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.2K+ 29.68% |
$331K - $368K
|
22.7K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5.19K+ 19.84% |
$331K - $367K
|
31.3K
$1.85M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.19K+ 34.95% |
$331K - $367K
|
20K
$1.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
5.11K+ 1.04% |
$326K - $362K
|
499K
$29.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
5.08K+ 16.97% |
$323K - $359K
|
35K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.06K+ 47.26% |
$323K - $358K
|
15.8K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 96.33% |
$322K - $358K
|
10.3K
$608K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.05KNew |
$322K - $357K
|
5.05K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
5.03K+ 1.21% |
$321K - $356K
|
420K
$24.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 6.85% |
$319K - $354K
|
78K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$319K - $354K
|
5K
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
4.96K+ 6.26% |
$316K - $351K
|
84.1K
$4.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$313K - $348K
|
4.92K
$290K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.9K+ 4.98% |
$312K - $347K
|
103K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.75KNew |
$303K - $336K
|
4.75K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
4.73K+ 5.63% |
$301K - $334K
|
88.7K
$5.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.7K+ 1.74% |
$299K - $332K
|
274K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
4.69KNew |
$299K - $332K
|
4.69K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.62K+ 1.27% |
$294K - $327K
|
367K
$21.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.61KNew |
$294K - $326K
|
4.61K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.54K+ 9.61% |
$289K - $321K
|
51.7K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.51K+ 2.38% |
$288K - $319K
|
195K
$11.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.5K+ 28.99% |
$287K - $318K
|
20K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
4.5K+ 0.49% |
$287K - $318K
|
926K
$54.6M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.4KNew |
$280K - $311K
|
4.4K
$259K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.32K+ 4.08% |
$275K - $306K
|
110K
$6.5M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.26K+ 1.4% |
$272K - $301K
|
309K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4.25K+ 8.76% |
$271K - $301K
|
52.7K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.21K+ 27.52% |
$268K - $298K
|
19.5K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$267K - $296K
|
4.19K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.15K+ 18.1% |
$265K - $294K
|
27.1K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
4.1K+ 14.38% |
$261K - $290K
|
32.6K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
4.09K+ 1.22% |
$261K - $290K
|
340K
$20M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.09K+ 11.28% |
$261K - $289K
|
40.3K
$2.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.09K+ 12.52% |
$260K - $289K
|
36.7K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.06KNew |
$258K - $287K
|
4.06K
$239K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.03K+ 9.06% |
$256K - $285K
|
48.5K
$2.86M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.02KNew |
$256K - $284K
|
4.02K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.02K+ 19.45% |
$256K - $284K
|
24.7K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
4K+ 5.45% |
$255K - $283K
|
77.4K
$4.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
3.99K+ 9.62% |
$254K - $282K
|
45.5K
$2.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.94K+ 7.7% |
$251K - $279K
|
55.1K
$3.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
3.94K+ 15.53% |
$251K - $278K
|
29.3K
$1.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.92KNew |
$250K - $277K
|
3.92K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.87KNew |
$247K - $274K
|
3.87K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.85KNew |
$245K - $272K
|
3.85K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
3.81K+ 0.72% |
$243K - $270K
|
535K
$31.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.79K+ 1.15% |
$242K - $268K
|
332K
$19.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
3.72KNew |
$237K - $263K
|
3.72K
$219K
|