Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.19K- 13.6% |
$69.1K - $77.3K
|
7.59K
$447K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.21K- 23.47% |
$69.9K - $78.2K
|
3.94K
$232K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.21K- 1.81% |
$70K - $78.3K
|
65.7K
$3.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.22K- 12.66% |
$70.7K - $79.1K
|
8.43K
$497K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.23K- 13.38% |
$71K - $79.4K
|
7.94K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.23K- 6.37% |
$71.1K - $79.6K
|
18.1K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.25K- 9.56% |
$72.2K - $80.8K
|
11.8K
$696K
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.25K- 26.26% |
$72.3K - $80.8K
|
3.51K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.25K- 5.16% |
$72.4K - $80.9K
|
23K
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.25K- 1.72% |
$72.4K - $81K
|
71.6K
$4.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.26K- 6.08% |
$72.8K - $81.4K
|
19.4K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.27K- 22.18% |
$73.5K - $82.1K
|
4.45K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.3K- 5.12% |
$75.1K - $84K
|
24K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.3K- 3.87% |
$75.3K - $84.1K
|
32.3K
$1.91M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.3K- 3.51% |
$75.5K - $84.4K
|
35.8K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 18.6% |
$75.8K - $84.7K
|
5.73K
$338K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.31K- 7.77% |
$76K - $85K
|
15.6K
$918K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.32K- 7.05% |
$76.2K - $85.2K
|
17.4K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.33K- 27.25% |
$76.7K - $85.8K
|
3.54K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-1.33K- 2.9% |
$76.7K - $85.8K
|
44.3K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.34K- 21.87% |
$77.3K - $86.5K
|
4.77K
$281K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.34K- 14.14% |
$77.5K - $86.6K
|
8.12K
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 3.43% |
$77.8K - $87K
|
37.8K
$2.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.35K- 16.69% |
$78.2K - $87.4K
|
6.74K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.35K- 18.63% |
$78.3K - $87.6K
|
5.91K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 12.4% |
$79.3K - $88.6K
|
9.68K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.37K- 11.54% |
$79.4K - $88.7K
|
10.5K
$620K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.37K- 1.38% |
$79.5K - $88.9K
|
98.1K
$5.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.38K- 8.87% |
$79.8K - $89.3K
|
14.2K
$835K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.38K- 9.28% |
$79.9K - $89.4K
|
13.5K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.39K- 0.72% |
$80.4K - $89.9K
|
192K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.39K- 3.69% |
$80.7K - $90.2K
|
36.3K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.4K- 6.93% |
$80.9K - $90.4K
|
18.8K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.4K- 6.48% |
$81K - $90.6K
|
20.2K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.41K- 2.92% |
$81.3K - $90.9K
|
46.6K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.41K- 1.06% |
$81.9K - $91.5K
|
132K
$7.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.42K- 1.32% |
$82.1K - $91.8K
|
106K
$6.27M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-1.42K- 6.4% |
$82.1K - $91.9K
|
20.7K
$1.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.42K- 1.26% |
$82.3K - $92K
|
112K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.43K- 1.4% |
$82.6K - $92.3K
|
100K
$5.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.43K- 20.3% |
$82.8K - $92.6K
|
5.62K
$331K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.44K- 8.04% |
$83.2K - $93.1K
|
16.4K
$969K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.8% |
$83.4K - $93.2K
|
78.5K
$4.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.45K- 5.34% |
$83.8K - $93.7K
|
25.7K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.46K- 38.12% |
$84.6K - $94.6K
|
2.37K
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.47K- 4.52% |
$84.8K - $94.8K
|
30.9K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 13.79% |
$85K - $95.1K
|
9.18K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-1.48K- 2.52% |
$85.7K - $95.9K
|
57.2K
$3.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.5K- 26.58% |
$86.5K - $96.8K
|
4.13K
$243K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.5K- 12.96% |
$86.8K - $97.1K
|
10.1K
$594K
|