Purchases and Sales Made in Q4 2021 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2021. 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 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.98KNew |
$214K - $249K
|
3.98K
$235K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.98KNew |
$214K - $249K
|
3.98K
$235K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.98KNew |
$213K - $249K
|
3.98K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.98KNew |
$213K - $249K
|
3.98K
$234K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.98KNew |
$213K - $249K
|
3.98K
$234K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 10.45% |
$211K - $246K
|
41.5K
$2.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3.93KNew |
$210K - $245K
|
3.93K
$231K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.9KNew |
$209K - $244K
|
3.9K
$230K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.9K+ 0.48% |
$209K - $244K
|
824K
$48.6M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.9KNew |
$209K - $244K
|
3.9K
$230K
|
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.89K+ 0.97% |
$209K - $243K
|
403K
$23.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.88KNew |
$208K - $242K
|
3.88K
$228K
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.84KNew |
$206K - $240K
|
3.84K
$226K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.81KNew |
$205K - $238K
|
3.81K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.81K+ 7.64% |
$204K - $238K
|
53.6K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
3.8K+ 0.89% |
$204K - $238K
|
431K
$25.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
3.79K+ 18.71% |
$203K - $237K
|
24K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$202K - $236K
|
3.77K
$222K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.76K+ 23.42% |
$202K - $235K
|
19.8K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
3.76K+ 11.74% |
$202K - $235K
|
35.8K
$2.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
3.75K+ 49.1% |
$201K - $234K
|
11.4K
$671K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
3.74K+ 6.36% |
$200K - $234K
|
62.5K
$3.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.73KNew |
$200K - $233K
|
3.73K
$220K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
BUY
|
- |
3.72K+ 1.36% |
$200K - $233K
|
278K
$16.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
3.71K+ 12.16% |
$199K - $232K
|
34.2K
$2.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.66KNew |
$196K - $229K
|
3.66K
$216K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.66K+ 4.07% |
$196K - $229K
|
93.4K
$5.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.65K+ 6.83% |
$196K - $228K
|
57K
$3.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.64KNew |
$195K - $227K
|
3.64K
$214K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
3.61K+ 6.98% |
$194K - $226K
|
55.4K
$3.26M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.61K+ 16.14% |
$194K - $226K
|
26K
$1.53M
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.6KNew |
$193K - $225K
|
3.6K
$212K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.59KNew |
$192K - $224K
|
3.59K
$211K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.56K+ 4.49% |
$191K - $222K
|
82.9K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$191K - $222K
|
3.55K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
3.52KNew |
$189K - $220K
|
3.52K
$207K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.51KNew |
$188K - $220K
|
3.51K
$207K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.51KNew |
$188K - $219K
|
3.51K
$207K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
3.47K+ 8.92% |
$186K - $217K
|
42.4K
$2.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.46KNew |
$186K - $217K
|
3.46K
$204K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
3.46KNew |
$186K - $216K
|
3.46K
$204K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$185K - $216K
|
3.45K
$203K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.45KNew |
$185K - $216K
|
3.45K
$203K
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.42KNew |
$184K - $214K
|
3.42K
$202K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.41KNew |
$183K - $213K
|
3.41K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.41KNew |
$183K - $213K
|
3.41K
$201K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3.38KNew |
$181K - $212K
|
3.38K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.38KNew |
$181K - $211K
|
3.38K
$199K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
3.36KNew |
$180K - $210K
|
3.36K
$198K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.35KNew |
$180K - $210K
|
3.35K
$198K
|