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 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-856- 1.91% |
$56.2K - $63.8K
|
44K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-867- 1.13% |
$57K - $64.6K
|
75.7K
$4.22M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-870- 1.04% |
$57.2K - $64.8K
|
82.6K
$4.61M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-870- 1.04% |
$57.2K - $64.8K
|
82.6K
$4.61M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-878- 21.97% |
$57.7K - $65.4K
|
3.12K
$174K
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-878- 1.89% |
$57.7K - $65.4K
|
45.6K
$2.55M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-882- 11.36% |
$58K - $65.7K
|
6.88K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-890- 0.34% |
$58.5K - $66.3K
|
265K
$14.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-892- 4.61% |
$58.6K - $66.5K
|
18.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-897- 1.73% |
$58.9K - $66.9K
|
50.9K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-900- 6.12% |
$59.1K - $67.1K
|
13.8K
$771K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-902- 6.57% |
$59.3K - $67.2K
|
12.8K
$717K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-907- 0.62% |
$59.6K - $67.6K
|
145K
$8.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-907- 10.34% |
$59.6K - $67.6K
|
7.87K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-914- 14.89% |
$60.1K - $68.1K
|
5.23K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-914- 3.52% |
$60.1K - $68.1K
|
25K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-942- 23.32% |
$61.9K - $70.2K
|
3.1K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-949- 6.76% |
$62.4K - $70.7K
|
13.1K
$731K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-950- 0.55% |
$62.4K - $70.8K
|
172K
$9.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-951- 15.64% |
$62.5K - $70.9K
|
5.13K
$286K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-954- 13.55% |
$62.7K - $71.1K
|
6.09K
$340K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-955- 0.4% |
$62.8K - $71.2K
|
239K
$13.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-968- 4.3% |
$63.6K - $72.1K
|
21.5K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-968- 12.56% |
$63.6K - $72.1K
|
6.74K
$376K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-969- 21.62% |
$63.7K - $72.2K
|
3.51K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-978- 2.6% |
$64.3K - $72.9K
|
36.7K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1K- 23.84% |
$65.7K - $74.5K
|
3.2K
$178K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1K- 19.46% |
$65.7K - $74.5K
|
4.14K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.04K- 0.8% |
$68.1K - $77.2K
|
128K
$7.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.04K- 2.0% |
$68.1K - $77.3K
|
50.9K
$2.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-1.07K- 16.15% |
$70.4K - $79.9K
|
5.57K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.07K- 1.22% |
$70.4K - $79.9K
|
87.1K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 4.88% |
$70.5K - $80K
|
20.9K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.07K- 1.38% |
$70.6K - $80K
|
76.9K
$4.29M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.08K- 0.65% |
$70.8K - $80.3K
|
164K
$9.17M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 18.78% |
$71K - $80.6K
|
4.67K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.08K- 1.37% |
$71.1K - $80.6K
|
78K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 0.81% |
$71.3K - $80.9K
|
133K
$7.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.09K- 12.88% |
$71.5K - $81.1K
|
7.36K
$411K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.09K- 11.61% |
$71.6K - $81.2K
|
8.3K
$463K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.09K- 1.6% |
$71.6K - $81.2K
|
67.1K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.09K- 5.33% |
$71.8K - $81.5K
|
19.4K
$1.08M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.1K- 4.8% |
$72.5K - $82.3K
|
21.9K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.11K- 17.47% |
$73.2K - $83K
|
5.26K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.12K- 16.92% |
$73.9K - $83.8K
|
5.52K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.13K- 22.43% |
$74.3K - $84.2K
|
3.91K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-1.13K- 14.7% |
$74.4K - $84.4K
|
6.58K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.13K- 92.72% |
$74.4K - $84.4K
|
89
$4.97K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.14K- 1.84% |
$75K - $85K
|
60.9K
$3.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-1.18K- 2.74% |
$77.2K - $87.6K
|
41.7K
$2.33M
|