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 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.7KNew |
$236K - $262K
|
3.7K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.7K+ 1.95% |
$236K - $262K
|
193K
$11.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.7K+ 4.96% |
$235K - $261K
|
78.3K
$4.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.7KNew |
$235K - $261K
|
3.7K
$218K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.69KNew |
$235K - $261K
|
3.69K
$218K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
3.66K+ 3.71% |
$233K - $259K
|
102K
$6.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.59K+ 4.94% |
$229K - $254K
|
76.4K
$4.5M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.58K+ 30.29% |
$228K - $254K
|
15.4K
$909K
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
3.58K+ 2.09% |
$228K - $253K
|
175K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.57K+ 7.13% |
$227K - $252K
|
53.6K
$3.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.55K+ 6.9% |
$226K - $251K
|
55.1K
$3.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.53K+ 6.21% |
$225K - $249K
|
60.3K
$3.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.49K+ 15.5% |
$222K - $247K
|
26K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.48K+ 2.29% |
$222K - $246K
|
156K
$9.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.45K+ 134.15% |
$220K - $244K
|
6.02K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.43K+ 1.05% |
$218K - $242K
|
328K
$19.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
3.42K+ 2.01% |
$218K - $242K
|
173K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.41K+ 5.81% |
$217K - $241K
|
62.1K
$3.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.4KNew |
$217K - $240K
|
3.4K
$200K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 36.3% |
$216K - $240K
|
12.8K
$752K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.37KNew |
$215K - $238K
|
3.37K
$199K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.35K+ 35.24% |
$214K - $237K
|
12.9K
$759K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.35K+ 219.01% |
$214K - $237K
|
4.88K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.35K+ 9.92% |
$213K - $237K
|
37.1K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.34KNew |
$213K - $236K
|
3.34K
$197K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
3.34KNew |
$212K - $236K
|
3.34K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.33K+ 15.96% |
$212K - $235K
|
24.2K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
3.32K+ 3.76% |
$212K - $235K
|
91.6K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.32K+ 1.06% |
$211K - $235K
|
317K
$18.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28K+ 4.34% |
$209K - $232K
|
79K
$4.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
BUY
|
- |
3.27K+ 1.6% |
$208K - $231K
|
208K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.26K+ 25.56% |
$207K - $230K
|
16K
$943K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
3.25K+ 11.34% |
$207K - $230K
|
31.9K
$1.88M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.25KNew |
$207K - $230K
|
3.25K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.25KNew |
$207K - $230K
|
3.25K
$192K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.24K+ 24.75% |
$206K - $229K
|
16.3K
$962K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.23K+ 26.69% |
$206K - $229K
|
15.3K
$904K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.22K+ 7.38% |
$205K - $228K
|
46.8K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
3.21K+ 21.23% |
$204K - $227K
|
18.3K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.2K+ 6.65% |
$204K - $226K
|
51.3K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.19K+ 21.84% |
$203K - $226K
|
17.8K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.19K+ 5.7% |
$203K - $226K
|
59.1K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.14KNew |
$200K - $222K
|
3.14K
$185K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.13KNew |
$200K - $222K
|
3.13K
$185K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.12K+ 46.65% |
$199K - $221K
|
9.82K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.11K+ 70.43% |
$198K - $220K
|
7.52K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.1K+ 23.43% |
$198K - $219K
|
16.3K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.1K+ 3.8% |
$198K - $219K
|
84.6K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.1K+ 34.24% |
$197K - $219K
|
12.1K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.07K+ 4.56% |
$196K - $217K
|
70.4K
$4.15M
|