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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.73K- 5.53% |
$82.8K - $93.8K
|
29.5K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.75K- 2.75% |
$84K - $95.2K
|
61.8K
$2.97M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.75K- 4.73% |
$84K - $95.2K
|
35.2K
$1.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.76K- 16.65% |
$84.3K - $95.5K
|
8.79K
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 9.29% |
$84.5K - $95.9K
|
17.2K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.77K- 18.7% |
$85.1K - $96.5K
|
7.71K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.79K- 4.83% |
$85.9K - $97.4K
|
35.2K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.8K- 27.95% |
$86.4K - $97.9K
|
4.64K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.8K- 1.43% |
$86.4K - $97.9K
|
124K
$5.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.84K- 19.68% |
$88.4K - $100K
|
7.52K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.85K- 2.41% |
$88.8K - $101K
|
75K
$3.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.88K- 4.05% |
$90.3K - $102K
|
44.6K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.9K- 18.27% |
$91.1K - $103K
|
8.49K
$408K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.92K- 17.18% |
$92K - $104K
|
9.24K
$444K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.93K- 12.61% |
$92.6K - $105K
|
13.4K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 10.52% |
$93K - $105K
|
16.5K
$792K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.95K- 6.86% |
$93.5K - $106K
|
26.4K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 13.2% |
$93.5K - $106K
|
12.8K
$616K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.95K- 2.74% |
$93.6K - $106K
|
69.2K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.95K- 4.58% |
$93.6K - $106K
|
40.7K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.96K- 6.42% |
$94.2K - $107K
|
28.6K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.96K- 6.91% |
$94.2K - $107K
|
26.5K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.97K- 8.89% |
$94.3K - $107K
|
20.2K
$968K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-1.98K- 4.43% |
$94.8K - $107K
|
42.6K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.98K- 26.39% |
$94.9K - $108K
|
5.52K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.98K- 0.28% |
$95K - $108K
|
703K
$33.8M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 10.13% |
$95.7K - $108K
|
17.7K
$849K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2K- 11.84% |
$95.7K - $109K
|
14.9K
$713K
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2K- 23.57% |
$96K - $109K
|
6.49K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2K- 7.17% |
$96K - $109K
|
25.9K
$1.24M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2K- 15.96% |
$96K - $109K
|
10.5K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.03K- 2.21% |
$97.4K - $110K
|
89.7K
$4.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.04K- 24.81% |
$97.8K - $111K
|
6.18K
$297K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.05K- 28.89% |
$98.4K - $112K
|
5.05K
$242K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.06K- 3.33% |
$98.6K - $112K
|
59.6K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.06K- 12.53% |
$98.6K - $112K
|
14.4K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.06K- 24.85% |
$98.6K - $112K
|
6.22K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.08K- 4.78% |
$99.8K - $113K
|
41.4K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.08K- 6.18% |
$99.9K - $113K
|
31.6K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-2.11K- 8.5% |
$101K - $115K
|
22.7K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.11K- 12.67% |
$101K - $115K
|
14.6K
$699K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.13K- 6.97% |
$102K - $116K
|
28.4K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-2.14K- 1.05% |
$102K - $116K
|
200K
$9.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.14K- 13.09% |
$103K - $117K
|
14.2K
$683K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 18.26% |
$103K - $117K
|
9.62K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.15K- 14.62% |
$103K - $117K
|
12.6K
$603K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.16K- 16.14% |
$104K - $118K
|
11.2K
$539K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.23K- 19.27% |
$107K - $121K
|
9.35K
$449K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.24K- 41.9% |
$107K - $122K
|
3.1K
$149K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.25K- 1.89% |
$108K - $122K
|
117K
$5.62M
|