Purchases and Sales Made in Q1 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.04K- 11.35% |
$49.9K - $56.6K
|
8.13K
$462K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.04K- 3.9% |
$50.1K - $56.8K
|
25.7K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 4.98% |
$50.3K - $57.1K
|
20K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.05K- 3.4% |
$50.5K - $57.3K
|
29.9K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.06K- 9.76% |
$50.6K - $57.4K
|
9.75K
$555K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.06K- 4.11% |
$50.8K - $57.6K
|
24.7K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-1.08K- 24.97% |
$51.9K - $58.8K
|
3.25K
$185K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.08K- 2.23% |
$52K - $58.9K
|
47.6K
$2.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.09K- 7.21% |
$52.3K - $59.4K
|
14K
$798K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.1K- 2.68% |
$52.8K - $59.8K
|
40K
$2.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.1K- 4.22% |
$52.8K - $59.8K
|
25K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 3.91% |
$52.9K - $59.9K
|
27.1K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.1K- 5.46% |
$52.9K - $60K
|
19.1K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.11K- 14.69% |
$53K - $60.1K
|
6.42K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.11K- 5.57% |
$53.1K - $60.2K
|
18.8K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.12K- 10.5% |
$53.7K - $60.9K
|
9.55K
$543K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.14K- 8.93% |
$54.7K - $62K
|
11.6K
$661K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.15K- 3.61% |
$55.4K - $62.8K
|
30.8K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.16K- 5.04% |
$55.4K - $62.8K
|
21.8K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.17K- 16.87% |
$55.9K - $63.4K
|
5.74K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.17K- 9.17% |
$56K - $63.5K
|
11.6K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.18K- 5.71% |
$56.5K - $64K
|
19.4K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.18K- 20.4% |
$56.5K - $64K
|
4.59K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.18K- 6.93% |
$56.6K - $64.2K
|
15.8K
$900K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.18K- 17.41% |
$56.7K - $64.3K
|
5.61K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.19K- 9.88% |
$57K - $64.6K
|
10.8K
$616K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.19K- 32.41% |
$57K - $64.6K
|
2.48K
$141K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 13.86% |
$57.1K - $64.8K
|
7.4K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.19K- 8.0% |
$57.2K - $64.9K
|
13.7K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.2K- 21.43% |
$57.6K - $65.3K
|
4.4K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 3.78% |
$57.7K - $65.4K
|
30.6K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.21K- 13.48% |
$58.1K - $65.9K
|
7.77K
$442K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.21K- 1.01% |
$58.2K - $65.9K
|
119K
$6.77M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.21K- 23.98% |
$58.2K - $65.9K
|
3.84K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1.23K- 3.12% |
$59.2K - $67.1K
|
38.4K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.24K- 15.23% |
$59.7K - $67.7K
|
6.92K
$394K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.25K- 3.34% |
$59.9K - $67.9K
|
36.2K
$2.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-1.25K- 13.44% |
$60K - $68K
|
8.05K
$458K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 4.66% |
$60.5K - $68.6K
|
25.8K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.28K- 17.51% |
$61.2K - $69.4K
|
6.01K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.29K- 8.31% |
$61.8K - $70K
|
14.2K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1.3K- 0.14% |
$62.4K - $70.7K
|
941K
$53.5M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 2.76% |
$62.4K - $70.7K
|
45.8K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.3K- 21.67% |
$62.4K - $70.7K
|
4.7K
$267K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.31K- 0.53% |
$62.6K - $71K
|
246K
$14M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 0.77% |
$62.6K - $71K
|
167K
$9.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.31K- 36.26% |
$62.8K - $71.2K
|
2.3K
$131K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.33K- 10.02% |
$63.6K - $72.1K
|
11.9K
$676K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.33K- 16.7% |
$64K - $72.6K
|
6.65K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.35K- 23.86% |
$64.5K - $73.2K
|
4.29K
$244K
|