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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
59New |
$3.16K - $3.69K
|
59
$3.49K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
59+ 58.42% |
$3.16K - $3.69K
|
160
$9.46K
|
|
|
Feb 10, 2022
Q4 2021
|
Perkins Capital Management Inc
|
BUY
|
- |
58+ 0.35% |
$3.11K - $3.63K
|
16.5K
$976K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 1.77% |
$3K - $3.5K
|
3.22K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
56New |
$3K - $3.5K
|
56
$3.31K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 0.93% |
$3K - $3.5K
|
6.06K
$358K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
56+ 0.82% |
$3K - $3.5K
|
6.88K
$407K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55+ 1.4% |
$2.95K - $3.44K
|
3.99K
$236K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
54+ 0.71% |
$2.9K - $3.38K
|
7.65K
$452K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
53+ 0.46% |
$2.84K - $3.31K
|
11.5K
$682K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50+ 0.43% |
$2.68K - $3.13K
|
11.7K
$690K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
50+ 1.16% |
$2.68K - $3.13K
|
4.36K
$258K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 5.49% |
$2.68K - $3.13K
|
961
$56.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
49+ 0.8% |
$2.63K - $3.06K
|
6.14K
$363K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
48New |
$2.57K - $3K
|
48
$2.84K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
45+ 0.65% |
$2.41K - $2.81K
|
6.98K
$413K
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
40+ 0.86% |
$2.15K - $2.5K
|
4.69K
$278K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
40New |
$2.15K - $2.5K
|
40
$2.37K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 3.2% |
$2.09K - $2.44K
|
1.26K
$74.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
36+ 0.64% |
$1.93K - $2.25K
|
5.63K
$333K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
35+ 0.25% |
$1.88K - $2.19K
|
14.3K
$843K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
32+ 0.13% |
$1.72K - $2K
|
24.4K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
30+ 6.8% |
$1.61K - $1.88K
|
471
$27.9K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
30New |
$1.61K - $1.88K
|
30
$1.77K
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
30+ 0.69% |
$1.61K - $1.88K
|
4.35K
$257K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
29+ 0.76% |
$1.56K - $1.81K
|
3.83K
$226K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
28+ 0.62% |
$1.5K - $1.75K
|
4.55K
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
27+ 0.13% |
$1.45K - $1.69K
|
21.1K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
27+ 0.25% |
$1.45K - $1.69K
|
10.7K
$631K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
25+ 0.67% |
$1.34K - $1.56K
|
3.73K
$221K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 0.15% |
$1.34K - $1.56K
|
16.2K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
25+ 0.14% |
$1.34K - $1.56K
|
17.4K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
23New |
$1.23K - $1.44K
|
23
$1.36K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
20+ 0.06% |
$1.07K - $1.25K
|
32.6K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 0.12% |
$1.07K - $1.25K
|
16.9K
$999K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
20+ 0.25% |
$1.07K - $1.25K
|
7.9K
$467K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17+ 0.62% |
$912 - $1.06K
|
2.76K
$163K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
15+ 0.36% |
$804 - $938
|
4.24K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 57.69% |
$804 - $938
|
41
$2.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.32% |
$804 - $938
|
4.74K
$280K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.16% |
$590 - $688
|
7.05K
$417K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
11+ 0.1% |
$590 - $688
|
11.1K
$656K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
10+ 0.87% |
$536 - $625
|
1.16K
$68.6K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
10+ 0.64% |
$536 - $625
|
1.57K
$92.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10+ 0.17% |
$536 - $625
|
6.01K
$355K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.25% |
$536 - $625
|
4.07K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.85% |
$483 - $563
|
1.07K
$63.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9+ 0.19% |
$483 - $563
|
4.78K
$283K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
9+ 0.7% |
$483 - $563
|
1.3K
$76.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$375 - $438
|
4.34K
$256K
|