Purchases and Sales Made in Q1 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-537- 8.7% |
$25.8K - $29.2K
|
5.64K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-550- 8.27% |
$26.4K - $29.9K
|
6.1K
$293K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-551- 1.63% |
$26.4K - $30K
|
33.3K
$1.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-552- 48.68% |
$26.5K - $30K
|
582
$27.9K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-555- 6.53% |
$26.6K - $30.2K
|
7.94K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-558- 11.26% |
$26.8K - $30.4K
|
4.4K
$211K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-560- 2.02% |
$26.9K - $30.5K
|
27.1K
$1.3M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-564- 51.6% |
$27.1K - $30.7K
|
529
$25.4K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-573- 7.27% |
$27.5K - $31.2K
|
7.31K
$351K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-575- 2.02% |
$27.6K - $31.3K
|
27.9K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-577- 5.2% |
$27.7K - $31.4K
|
10.5K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-577- 11.46% |
$27.7K - $31.4K
|
4.46K
$214K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-579- 0.95% |
$27.8K - $31.5K
|
60.2K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-584- 17.94% |
$28K - $31.8K
|
2.67K
$128K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-585- 5.36% |
$28.1K - $31.8K
|
10.3K
$496K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-590- 8.12% |
$28.3K - $32.1K
|
6.67K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-599- 10.25% |
$28.7K - $32.6K
|
5.25K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-603- 7.39% |
$28.9K - $32.8K
|
7.56K
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-605- 4.06% |
$29K - $32.9K
|
14.3K
$687K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-608- 10.45% |
$29.2K - $33.1K
|
5.21K
$250K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-612- 4.6% |
$29.4K - $33.3K
|
12.7K
$609K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-630- 10.66% |
$30.2K - $34.3K
|
5.28K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-632- 1.29% |
$30.3K - $34.4K
|
48.3K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-634- 1.2% |
$30.4K - $34.5K
|
52.2K
$2.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-648- 3.81% |
$31.1K - $35.3K
|
16.4K
$786K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-648- 7.28% |
$31.1K - $35.3K
|
8.25K
$396K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-650- 1.85% |
$31.2K - $35.4K
|
34.5K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-650- 6.57% |
$31.2K - $35.4K
|
9.25K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-650- 3.59% |
$31.2K - $35.4K
|
17.5K
$839K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-652- 56.35% |
$31.3K - $35.5K
|
505
$24.3K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-652- 0.8% |
$31.3K - $35.5K
|
81.1K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-652- 8.59% |
$31.3K - $35.5K
|
6.94K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-653- 1.79% |
$31.3K - $35.5K
|
35.9K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-658- 1.02% |
$31.6K - $35.8K
|
63.6K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-660- 1.44% |
$31.7K - $35.9K
|
45.2K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-666- 7.01% |
$32K - $36.2K
|
8.83K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-668- 8.72% |
$32.1K - $36.3K
|
6.99K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-671- 3.73% |
$32.2K - $36.5K
|
17.3K
$832K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-672- 8.57% |
$32.2K - $36.6K
|
7.17K
$344K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-674- 1.79% |
$32.3K - $36.7K
|
37K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-680- 15.0% |
$32.6K - $37K
|
3.85K
$185K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-698- 1.39% |
$33.5K - $38K
|
49.4K
$2.37M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-702- 12.43% |
$33.7K - $38.2K
|
4.95K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-715- 7.66% |
$34.3K - $38.9K
|
8.62K
$414K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-716- 7.41% |
$34.4K - $39K
|
8.95K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-718- 6.1% |
$34.4K - $39.1K
|
11.1K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-718- 13.79% |
$34.4K - $39.1K
|
4.49K
$216K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-720- 1.26% |
$34.5K - $39.2K
|
56.6K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-720- 1.9% |
$34.5K - $39.2K
|
37.2K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-723- 3.42% |
$34.7K - $39.3K
|
20.4K
$979K
|