Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
8.46K+ 1.65% |
$490K - $548K
|
521K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.34K+ 1.49% |
$483K - $540K
|
568K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.29K+ 17.3% |
$480K - $536K
|
56.2K
$3.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
8.23K+ 8.99% |
$476K - $533K
|
99.8K
$5.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.23KNew |
$476K - $532K
|
8.23K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.22K+ 59.49% |
$476K - $532K
|
22K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
7.85K+ 3.54% |
$454K - $508K
|
229K
$13.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.73K+ 4.53% |
$447K - $500K
|
178K
$10.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
7.7KNew |
$446K - $498K
|
7.7K
$439K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.63K+ 2.78% |
$442K - $494K
|
282K
$16.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7.53K+ 16.16% |
$436K - $488K
|
54.1K
$3.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.44K+ 4.35% |
$431K - $481K
|
178K
$10.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
7.37K+ 10.49% |
$426K - $477K
|
77.6K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
7.35K+ 3.57% |
$425K - $476K
|
213K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7.32KNew |
$423K - $473K
|
7.32K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.23K+ 7.19% |
$419K - $468K
|
108K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.21K+ 3.7% |
$417K - $467K
|
202K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.19K+ 9.79% |
$416K - $465K
|
80.6K
$4.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
7.04KNew |
$408K - $456K
|
7.04K
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.99K+ 64.47% |
$405K - $453K
|
17.8K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.91KNew |
$400K - $447K
|
6.91K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.89K+ 44.72% |
$399K - $446K
|
22.3K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.85KNew |
$397K - $444K
|
6.85K
$391K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.84K+ 11.56% |
$396K - $442K
|
65.9K
$3.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.75K+ 7.87% |
$391K - $437K
|
92.5K
$5.28M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.73K+ 5.7% |
$389K - $435K
|
125K
$7.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.72KNew |
$389K - $435K
|
6.72K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.66K+ 12.06% |
$386K - $431K
|
61.9K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
6.65KNew |
$385K - $430K
|
6.65K
$380K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.56K+ 7.3% |
$380K - $425K
|
96.4K
$5.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
6.52K+ 5.48% |
$378K - $422K
|
126K
$7.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
6.5K+ 8.4% |
$376K - $421K
|
83.9K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 62.43% |
$373K - $417K
|
16.8K
$956K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
6.44K+ 1.13% |
$373K - $417K
|
576K
$32.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.44K+ 13.76% |
$373K - $417K
|
53.2K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.38K+ 9.33% |
$369K - $413K
|
74.7K
$4.27M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
6.34K+ 330.59% |
$367K - $411K
|
8.26K
$472K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.22KNew |
$360K - $403K
|
6.22K
$355K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
6.22KNew |
$360K - $403K
|
6.22K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
BUY
|
- |
6.19K+ 1.12% |
$359K - $401K
|
559K
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.15K+ 31.28% |
$356K - $398K
|
25.8K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.12K+ 2.49% |
$355K - $396K
|
252K
$14.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
6.07K+ 37.96% |
$351K - $393K
|
22.1K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.06K+ 14.39% |
$351K - $392K
|
48.1K
$2.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.04KNew |
$349K - $391K
|
6.04K
$345K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.02K+ 4.45% |
$349K - $390K
|
141K
$8.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.02K+ 21.18% |
$348K - $390K
|
34.4K
$1.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
6.02KNew |
$348K - $390K
|
6.02K
$344K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.02K+ 21.18% |
$348K - $390K
|
34.4K
$1.97M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6K+ 5.81% |
$347K - $388K
|
109K
$6.24M
|