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 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.29K- 2.78% |
$150K - $171K
|
79.9K
$3.73M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.36K- 20.38% |
$155K - $176K
|
9.22K
$430K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-2.4K- 6.27% |
$157K - $179K
|
35.8K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.4K- 3.51% |
$158K - $179K
|
65.9K
$3.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.42K- 8.4% |
$159K - $180K
|
26.4K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.43K- 6.52% |
$160K - $181K
|
34.9K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 4.36% |
$160K - $181K
|
53.4K
$2.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.5K- 7.13% |
$164K - $186K
|
32.5K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.52K- 14.44% |
$166K - $188K
|
14.9K
$697K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.55K- 3.83% |
$168K - $190K
|
64.2K
$3M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.57K- 0.4% |
$169K - $192K
|
633K
$29.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-2.58K- 14.57% |
$169K - $192K
|
15.1K
$706K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.62K- 0.58% |
$172K - $195K
|
445K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.62K- 2.78% |
$172K - $195K
|
91.5K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.62K- 3.96% |
$172K - $196K
|
63.6K
$2.97M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.64K- 0.44% |
$173K - $196K
|
600K
$28M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.66K- 2.84% |
$175K - $198K
|
90.9K
$4.24M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.66K- 7.45% |
$175K - $199K
|
33.1K
$1.54M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.7K- 5.27% |
$178K - $201K
|
48.6K
$2.27M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.72K- 4.77% |
$178K - $202K
|
54.2K
$2.53M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.72K- 9.14% |
$178K - $202K
|
27K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.72K- 2.27% |
$178K - $202K
|
117K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.78K- 10.48% |
$182K - $207K
|
23.7K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.82K- 6.42% |
$186K - $210K
|
41.2K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.84K- 3.34% |
$186K - $211K
|
82.1K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.87K- 2.34% |
$188K - $214K
|
119K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.88K- 4.3% |
$189K - $214K
|
64K
$2.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.93K- 17.53% |
$192K - $218K
|
13.8K
$643K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.94K- 64.4% |
$193K - $219K
|
1.63K
$75.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.96K- 1.31% |
$194K - $220K
|
222K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2.98K- 19.75% |
$196K - $222K
|
12.1K
$565K
|
|
|
May 03, 2023
Q1 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-3K- 1.35% |
$197K - $224K
|
220K
$10.3M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.1K- 3.05% |
$204K - $231K
|
98.4K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.11K- 1.47% |
$204K - $232K
|
209K
$9.75M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.14K- 5.13% |
$206K - $234K
|
57.9K
$2.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.16K- 0.99% |
$208K - $236K
|
317K
$14.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.18K- 10.02% |
$209K - $237K
|
28.5K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.18K- 11.6% |
$209K - $237K
|
24.2K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 0.41% |
$210K - $239K
|
786K
$36.7M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.24K- 37.34% |
$213K - $242K
|
5.44K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-3.33K- 26.08% |
$219K - $248K
|
9.44K
$441K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.36K- 31.0% |
$221K - $251K
|
7.49K
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.37K- 9.99% |
$222K - $251K
|
30.4K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.4K- 33.24% |
$224K - $254K
|
6.84K
$319K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-3.43K- 10.68% |
$226K - $256K
|
28.7K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 35.37% |
$228K - $259K
|
6.34K
$296K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.51K- 11.37% |
$230K - $261K
|
27.3K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.52K- 10.03% |
$231K - $262K
|
31.5K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3.6K- 0.82% |
$237K - $268K
|
437K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.64K- 12.42% |
$239K - $271K
|
25.7K
$1.2M
|