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 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.69K- 5.64% |
$179K - $213K
|
61.7K
$3.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-3.69K- 14.66% |
$179K - $213K
|
21.5K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.75K- 1.16% |
$182K - $217K
|
320K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.78K- 4.48% |
$183K - $218K
|
80.5K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.78K- 6.39% |
$183K - $218K
|
55.3K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.85K- 14.53% |
$187K - $223K
|
22.7K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.86K- 27.99% |
$187K - $223K
|
9.93K
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.88K- 15.29% |
$188K - $224K
|
21.5K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.9K- 41.05% |
$189K - $226K
|
5.6K
$313K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.92K- 11.87% |
$190K - $227K
|
29.1K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.92K- 20.73% |
$190K - $227K
|
15K
$837K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.96K- 42.32% |
$192K - $229K
|
5.4K
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-3.96K- 46.88% |
$192K - $229K
|
4.49K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.97K- 10.06% |
$192K - $229K
|
35.5K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.99K- 14.68% |
$193K - $231K
|
23.2K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4K- 33.33% |
$194K - $231K
|
7.99K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4K- 22.39% |
$194K - $231K
|
13.9K
$773K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4K- 22.39% |
$194K - $231K
|
13.9K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.01K- 10.23% |
$194K - $232K
|
35.2K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.03K- 41.21% |
$195K - $233K
|
5.74K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.03K- 19.97% |
$196K - $233K
|
16.2K
$902K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4.05K- 11.85% |
$196K - $234K
|
30.1K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.09K- 8.75% |
$198K - $236K
|
42.6K
$2.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.1K- 5.43% |
$199K - $237K
|
71.4K
$3.99M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.13K- 16.94% |
$200K - $239K
|
20.2K
$1.13M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.15KClosed |
$201K - $240K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.15K- 5.15% |
$201K - $240K
|
76.5K
$4.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.22K- 8.86% |
$205K - $244K
|
43.4K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.24K- 17.06% |
$205K - $245K
|
20.6K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.29K- 24.51% |
$208K - $248K
|
13.2K
$738K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-4.32K- 4.92% |
$210K - $250K
|
83.6K
$4.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.33K- 34.42% |
$210K - $250K
|
8.24K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.33K- 44.56% |
$210K - $250K
|
5.39K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.35K- 32.07% |
$211K - $252K
|
9.21K
$514K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-4.36K- 11.47% |
$211K - $252K
|
33.6K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.36KClosed |
$212K - $252K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.37K- 52.19% |
$212K - $253K
|
4K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.42K- 6.54% |
$214K - $255K
|
63.1K
$3.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.42K- 52.61% |
$214K - $256K
|
3.98K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4.45K- 15.31% |
$216K - $258K
|
24.6K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-4.46K- 8.88% |
$216K - $258K
|
45.7K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.51K- 4.14% |
$219K - $261K
|
104K
$5.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.54K- 28.99% |
$220K - $263K
|
11.1K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.55K- 62.54% |
$220K - $263K
|
2.72K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.55K- 27.14% |
$220K - $263K
|
12.2K
$681K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-4.55K- 32.01% |
$221K - $263K
|
9.67K
$540K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.56K- 7.17% |
$221K - $264K
|
58.9K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.56K- 0.03% |
$221K - $264K
|
15.6M
$871M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.56K- 19.15% |
$221K - $264K
|
19.3K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.59K- 50.92% |
$222K - $265K
|
4.42K
$247K
|