Purchases and Sales Made in Q4 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-399- 4.6% |
$19.3K - $23.1K
|
8.27K
$462K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-400- 46.46% |
$19.4K - $23.1K
|
461
$25.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 2.08% |
$19.4K - $23.1K
|
18.8K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-400- 1.35% |
$19.4K - $23.1K
|
29.2K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-400- 3.88% |
$19.4K - $23.1K
|
9.9K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 5.34% |
$19.4K - $23.1K
|
7.1K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-403- 3.98% |
$19.5K - $23.3K
|
9.73K
$543K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-406- 2.22% |
$19.7K - $23.5K
|
17.9K
$998K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-409- 4.21% |
$19.8K - $23.7K
|
9.3K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-409- 80.67% |
$19.8K - $23.7K
|
98
$5.47K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-410- 1.94% |
$19.9K - $23.7K
|
20.8K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-411- 5.33% |
$19.9K - $23.8K
|
7.3K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-415- 3.16% |
$20.1K - $24K
|
12.7K
$710K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-417- 80.19% |
$20.2K - $24.1K
|
103
$5.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-421- 3.19% |
$20.4K - $24.4K
|
12.8K
$714K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-424- 11.4% |
$20.6K - $24.5K
|
3.3K
$184K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-427- 4.91% |
$20.7K - $24.7K
|
8.26K
$461K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-432- 9.38% |
$20.9K - $25K
|
4.18K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-438- 2.9% |
$21.2K - $25.3K
|
14.7K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-438- 5.9% |
$21.2K - $25.3K
|
6.99K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-439- 1.41% |
$21.3K - $25.4K
|
30.7K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-441- 3.89% |
$21.4K - $25.5K
|
10.9K
$609K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-449- 7.58% |
$21.8K - $26K
|
5.48K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-453- 21.89% |
$22K - $26.2K
|
1.62K
$90.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-460- 6.7% |
$22.3K - $26.6K
|
6.41K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-466- 2.23% |
$22.6K - $27K
|
20.5K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-470- 5.92% |
$22.8K - $27.2K
|
7.47K
$417K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-470- 0.8% |
$22.8K - $27.2K
|
58.2K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-476- 0.66% |
$23.1K - $27.5K
|
71.9K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-477- 4.16% |
$23.1K - $27.6K
|
11K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-479- 3.42% |
$23.2K - $27.7K
|
13.5K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-480- 5.45% |
$23.3K - $27.8K
|
8.33K
$465K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-482- 0.93% |
$23.4K - $27.9K
|
51.2K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-486- 3.19% |
$23.6K - $28.1K
|
14.8K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-486- 0.29% |
$23.6K - $28.1K
|
168K
$9.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-490- 10.05% |
$23.8K - $28.3K
|
4.39K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-490- 1.2% |
$23.8K - $28.3K
|
40.2K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-491- 6.74% |
$23.8K - $28.4K
|
6.79K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-495- 0.5% |
$24K - $28.6K
|
98.6K
$5.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-498- 8.6% |
$24.1K - $28.8K
|
5.29K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-499- 5.96% |
$24.2K - $28.9K
|
7.87K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-500- 4.5% |
$24.2K - $28.9K
|
10.6K
$593K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 86.96% |
$24.2K - $28.9K
|
75
$4.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-500- 9.84% |
$24.2K - $28.9K
|
4.58K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-500- 11.16% |
$24.2K - $28.9K
|
3.98K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-500- 4.85% |
$24.2K - $28.9K
|
9.8K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-500- 6.74% |
$24.2K - $28.9K
|
6.92K
$386K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-500- 4.01% |
$24.2K - $28.9K
|
12K
$669K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-506- 0.87% |
$24.5K - $29.3K
|
57.3K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-506- 8.67% |
$24.5K - $29.3K
|
5.33K
$297K
|