Purchases and Sales Made in Q4 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2022. 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 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
3.12KNew |
$214K - $253K
|
3.12K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.1KNew |
$212K - $251K
|
3.1K
$183K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.08KNew |
$211K - $250K
|
3.08K
$182K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.08KNew |
$211K - $249K
|
3.08K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.08K+ 20.27% |
$211K - $249K
|
18.3K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.06KNew |
$210K - $248K
|
3.06K
$181K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
3.06K+ 0.53% |
$210K - $248K
|
582K
$34.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.02KNew |
$207K - $245K
|
3.02K
$178K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3K+ 0.35% |
$206K - $244K
|
853K
$50.3M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3K+ 0.35% |
$206K - $244K
|
853K
$50.3M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
3K+ 8.49% |
$205K - $243K
|
38.3K
$2.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3K+ 62.23% |
$205K - $243K
|
7.82K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3KNew |
$205K - $243K
|
3K
$177K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3KNew |
$205K - $243K
|
3K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.98K+ 12.21% |
$204K - $242K
|
27.4K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.97KNew |
$203K - $241K
|
2.97K
$175K
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
2.95KNew |
$202K - $239K
|
2.95K
$174K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.93K+ 7.09% |
$201K - $238K
|
44.2K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 8.44% |
$201K - $238K
|
37.7K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.93K+ 2.54% |
$201K - $238K
|
118K
$6.97M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.93KNew |
$201K - $238K
|
2.93K
$173K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.92KNew |
$200K - $237K
|
2.92K
$172K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.91K+ 4.15% |
$199K - $236K
|
73.1K
$4.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.9K+ 1.63% |
$198K - $235K
|
180K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.89KNew |
$198K - $234K
|
2.89K
$170K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.88K+ 4.37% |
$197K - $234K
|
68.9K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$197K - $233K
|
2.88K
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 14.0% |
$197K - $233K
|
23.4K
$1.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.87KNew |
$196K - $232K
|
2.87K
$169K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.86KNew |
$196K - $232K
|
2.86K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$196K - $232K
|
2.86K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2.84KNew |
$194K - $230K
|
2.84K
$167K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
2.84K+ 9.73% |
$194K - $230K
|
32K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.84KNew |
$194K - $230K
|
2.84K
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.83KNew |
$194K - $230K
|
2.83K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.83KNew |
$194K - $229K
|
2.83K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.83KNew |
$194K - $229K
|
2.83K
$167K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$166K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$166K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$166K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.81KNew |
$192K - $228K
|
2.81K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.81KNew |
$192K - $228K
|
2.81K
$165K
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.81K+ 25.25% |
$192K - $227K
|
13.9K
$820K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$165K
|
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$165K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$165K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.79KNew |
$191K - $226K
|
2.79K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.77KNew |
$190K - $225K
|
2.77K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.76K+ 2.4% |
$189K - $223K
|
118K
$6.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.75K+ 4.46% |
$188K - $223K
|
64.3K
$3.79M
|