Purchases and Sales Made in Q1 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-629- 4.23% |
$41.3K - $46.9K
|
14.3K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-630- 15.25% |
$41.4K - $47K
|
3.5K
$168K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-634- 17.3% |
$41.7K - $47.3K
|
3.03K
$146K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-634- 7.27% |
$41.7K - $47.3K
|
8.09K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-635- 9.13% |
$41.7K - $47.3K
|
6.32K
$303K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-638- 1.68% |
$41.9K - $47.6K
|
37.3K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-644- 13.04% |
$42.3K - $48K
|
4.3K
$206K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-645- 6.09% |
$42.4K - $48.1K
|
9.94K
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-653- 3.73% |
$42.9K - $48.7K
|
16.9K
$810K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-656- 14.41% |
$43.1K - $48.9K
|
3.9K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-660- 2.11% |
$43.4K - $49.2K
|
30.5K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-662- 7.15% |
$43.5K - $49.3K
|
8.6K
$413K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-663- 4.84% |
$43.6K - $49.4K
|
13K
$626K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-669- 0.97% |
$44K - $49.9K
|
68.3K
$3.28M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-671- 1.71% |
$44.1K - $50K
|
38.5K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-672- 1.58% |
$44.2K - $50.1K
|
41.9K
$2.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-675- 1.93% |
$44.4K - $50.3K
|
34.2K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-680- 11.71% |
$44.7K - $50.7K
|
5.13K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-680- 5.59% |
$44.7K - $50.7K
|
11.5K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-689- 5.79% |
$45.3K - $51.4K
|
11.2K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-692- 2.19% |
$45.5K - $51.6K
|
30.9K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-700- 7.12% |
$46K - $52.2K
|
9.13K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-700- 0.85% |
$46K - $52.2K
|
81.8K
$3.93M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-700- 1.6% |
$46K - $52.2K
|
43K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-704- 3.8% |
$46.3K - $52.5K
|
17.8K
$855K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-705- 10.67% |
$46.3K - $52.5K
|
5.9K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-708- 0.96% |
$46.5K - $52.8K
|
73.3K
$3.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-719- 5.63% |
$47.2K - $53.6K
|
12.1K
$579K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-725- 3.44% |
$47.6K - $54K
|
20.3K
$976K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-731- 12.85% |
$48K - $54.5K
|
4.96K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-734- 5.95% |
$48.2K - $54.7K
|
11.6K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-734- 12.62% |
$48.2K - $54.7K
|
5.08K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-739- 0.65% |
$48.6K - $55.1K
|
113K
$5.44M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-750- 5.66% |
$49.3K - $55.9K
|
12.5K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-751- 8.72% |
$49.3K - $56K
|
7.86K
$378K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-752- 6.02% |
$49.4K - $56K
|
11.7K
$563K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-757- 8.49% |
$49.7K - $56.4K
|
8.16K
$392K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-758- 8.42% |
$49.8K - $56.5K
|
8.25K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-759- 19.12% |
$49.9K - $56.6K
|
3.21K
$154K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-768- 0.84% |
$50.5K - $57.2K
|
90.9K
$4.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-771- 17.02% |
$50.7K - $57.5K
|
3.76K
$180K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-773- 2.96% |
$50.8K - $57.6K
|
25.3K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-776- 3.04% |
$51K - $57.8K
|
24.7K
$1.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-782- 1.33% |
$51.4K - $58.3K
|
58.1K
$2.79M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-787- 5.1% |
$51.7K - $58.7K
|
14.6K
$703K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-787- 56.05% |
$51.7K - $58.7K
|
617
$29.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-791- 3.69% |
$52K - $59K
|
20.6K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-793- 2.02% |
$52.1K - $59.1K
|
38.6K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-796- 9.51% |
$52.3K - $59.3K
|
7.58K
$364K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-798- 17.32% |
$52.4K - $59.5K
|
3.81K
$183K
|