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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.51K- 33.47% |
$145K - $162K
|
4.99K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.51K- 3.73% |
$145K - $162K
|
64.8K
$3.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.52K- 1.76% |
$146K - $163K
|
140K
$8.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.52K- 5.86% |
$146K - $163K
|
40.5K
$2.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.55K- 11.02% |
$148K - $165K
|
20.6K
$1.23M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.57K- 5.42% |
$148K - $166K
|
44.8K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.57K- 10.65% |
$149K - $166K
|
21.6K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.59K- 9.96% |
$150K - $167K
|
23.4K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.59K- 7.4% |
$150K - $168K
|
32.4K
$1.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.59K- 12.06% |
$150K - $168K
|
18.9K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.61K- 12.84% |
$151K - $169K
|
17.7K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.62K- 6.46% |
$152K - $170K
|
37.9K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.63K- 24.75% |
$152K - $170K
|
7.99K
$479K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.64K- 42.93% |
$153K - $171K
|
3.51K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-2.64K- 2.47% |
$153K - $171K
|
105K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.65K- 10.1% |
$153K - $171K
|
23.5K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.65K- 22.06% |
$153K - $171K
|
9.35K
$561K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.66K- 9.96% |
$154K - $172K
|
24.1K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.69K- 8.63% |
$156K - $174K
|
28.5K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.7K- 3.94% |
$156K - $175K
|
65.8K
$3.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.7K- 25.4% |
$156K - $175K
|
7.94K
$476K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.71K- 20.08% |
$157K - $175K
|
10.8K
$647K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.71K- 8.25% |
$157K - $176K
|
30.1K
$1.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.71K- 5.43% |
$157K - $176K
|
47.2K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.72K- 1.68% |
$157K - $176K
|
159K
$9.55M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.73K- 13.02% |
$158K - $177K
|
18.2K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74K- 2.11% |
$158K - $177K
|
127K
$7.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-2.76K- 25.53% |
$160K - $179K
|
8.04K
$482K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.76K- 18.55% |
$160K - $179K
|
12.1K
$727K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.86K- 33.2% |
$166K - $185K
|
5.75K
$345K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-2.86K- 6.3% |
$166K - $185K
|
42.5K
$2.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.88K- 13.88% |
$167K - $186K
|
17.9K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-2.88K- 5.84% |
$167K - $187K
|
46.4K
$2.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.88K- 5.82% |
$167K - $187K
|
46.7K
$2.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.92K- 6.47% |
$169K - $189K
|
42.3K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.94K- 13.31% |
$170K - $191K
|
19.2K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.97K- 18.58% |
$172K - $192K
|
13K
$780K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.03K- 16.27% |
$176K - $196K
|
15.6K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.03K- 16.34% |
$176K - $196K
|
15.5K
$931K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.04K- 6.14% |
$176K - $197K
|
46.5K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.04K- 11.34% |
$176K - $197K
|
23.8K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.04K- 18.47% |
$176K - $197K
|
13.4K
$806K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.05K- 11.94% |
$176K - $197K
|
22.5K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.07K- 4.28% |
$178K - $199K
|
68.7K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.1K- 37.0% |
$179K - $201K
|
5.27K
$316K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.15K- 28.17% |
$182K - $204K
|
8.03K
$482K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.18K- 17.59% |
$184K - $206K
|
14.9K
$893K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.2K- 0.55% |
$185K - $207K
|
575K
$34.5M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-3.22K- 18.66% |
$186K - $208K
|
14K
$842K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.24K- 30.53% |
$187K - $209K
|
7.36K
$441K
|