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 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.25K- 3.34% |
$59.9K - $67.9K
|
36.2K
$1.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-1.25K- 13.44% |
$60K - $68K
|
8.05K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 4.66% |
$60.5K - $68.6K
|
25.8K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.28K- 17.51% |
$61.2K - $69.4K
|
6.01K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.29K- 8.31% |
$61.8K - $70K
|
14.2K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1.3K- 0.14% |
$62.4K - $70.7K
|
941K
$45.2M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 2.76% |
$62.4K - $70.7K
|
45.8K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.3K- 21.67% |
$62.4K - $70.7K
|
4.7K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.31K- 0.53% |
$62.6K - $71K
|
246K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 0.77% |
$62.6K - $71K
|
167K
$8.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.31K- 36.26% |
$62.8K - $71.2K
|
2.3K
$110K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.33K- 10.02% |
$63.6K - $72.1K
|
11.9K
$571K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.33K- 16.7% |
$64K - $72.6K
|
6.65K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.35K- 23.86% |
$64.5K - $73.2K
|
4.29K
$206K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.35K- 6.48% |
$64.6K - $73.3K
|
19.5K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.35K- 9.32% |
$64.9K - $73.5K
|
13.2K
$632K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.36K- 16.7% |
$65.1K - $73.8K
|
6.77K
$325K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.38K- 13.97% |
$66.2K - $75.1K
|
8.5K
$408K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.38K- 16.66% |
$66.4K - $75.3K
|
6.92K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.39K- 1.0% |
$66.8K - $75.8K
|
137K
$6.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 29.38% |
$67.7K - $76.7K
|
3.39K
$163K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.42K- 1.45% |
$67.9K - $77K
|
96K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 9.75% |
$68.1K - $77.2K
|
13.1K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.44K- 3.43% |
$69.1K - $78.3K
|
40.6K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.46K- 1.73% |
$70.2K - $79.6K
|
83.3K
$4M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.28% |
$70.3K - $79.8K
|
515K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.49K- 12.37% |
$71.6K - $81.2K
|
10.6K
$508K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 93.69% |
$72K - $81.6K
|
101
$4.85K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.5K- 4.19% |
$72K - $81.7K
|
34.3K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.52K- 12.66% |
$72.7K - $82.4K
|
10.5K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.52K- 14.71% |
$72.8K - $82.6K
|
8.8K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.53K- 8.96% |
$73.5K - $83.3K
|
15.6K
$747K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.59K- 26.0% |
$76K - $86.2K
|
4.51K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.59K- 5.49% |
$76.5K - $86.7K
|
27.4K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.6K- 9.29% |
$76.7K - $87K
|
15.6K
$750K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.6K- 13.86% |
$76.8K - $87K
|
9.94K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.6K- 5.99% |
$77K - $87.3K
|
25.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.61K- 32.41% |
$77.2K - $87.6K
|
3.36K
$161K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.61K- 4.63% |
$77.3K - $87.7K
|
33.2K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.64K- 54.44% |
$78.6K - $89.1K
|
1.37K
$65.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.64K- 2.3% |
$78.8K - $89.3K
|
69.7K
$3.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.65K- 12.91% |
$78.9K - $89.5K
|
11.1K
$533K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.67K- 2.4% |
$80K - $90.7K
|
67.9K
$3.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.67K- 3.08% |
$80.1K - $90.8K
|
52.6K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.68K- 15.21% |
$80.5K - $91.2K
|
9.35K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.69K- 9.06% |
$80.9K - $91.7K
|
16.9K
$812K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.69K- 2.45% |
$80.9K - $91.7K
|
67K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 24.41% |
$82.3K - $93.4K
|
5.31K
$255K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.72K- 4.59% |
$82.4K - $93.5K
|
35.7K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.72K- 37.96% |
$82.7K - $93.7K
|
2.82K
$135K
|