Purchases and Sales Made in Q2 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-100- 2.55% |
$6.37K - $7.07K
|
3.83K
$214K
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.62% |
$6.37K - $7.07K
|
16.2K
$902K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-100- 2.69% |
$6.37K - $7.07K
|
3.62K
$202K
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-100- 1.58% |
$6.37K - $7.07K
|
6.22K
$347K
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 2.93% |
$6.37K - $7.07K
|
3.32K
$185K
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 1.32% |
$6.37K - $7.07K
|
7.5K
$419K
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-100- 2.55% |
$6.37K - $7.07K
|
3.83K
$214K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 17.12% |
$6.37K - $7.07K
|
484
$27K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 7.69% |
$6.37K - $7.07K
|
1.2K
$67K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-101- 0.25% |
$6.43K - $7.14K
|
40.5K
$2.26M
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-103- 0.71% |
$6.56K - $7.29K
|
14.4K
$804K
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-103- 1.57% |
$6.56K - $7.29K
|
6.47K
$361K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-105- 0.68% |
$6.69K - $7.43K
|
15.4K
$860K
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-106- 0.2% |
$6.75K - $7.5K
|
51.9K
$2.9M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-107- 2.69% |
$6.82K - $7.57K
|
3.88K
$216K
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-108- 0.54% |
$6.88K - $7.64K
|
19.7K
$1.1M
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-108- 1.07% |
$6.88K - $7.64K
|
10K
$558K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-109- 0.83% |
$6.94K - $7.71K
|
13.1K
$729K
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-110- 2.46% |
$7.01K - $7.78K
|
4.36K
$244K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-110- 2.74% |
$7.01K - $7.78K
|
3.9K
$218K
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-112- 0.56% |
$7.14K - $7.92K
|
19.8K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-112- 0.12% |
$7.14K - $7.92K
|
93.1K
$5.2M
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-113- 0.97% |
$7.2K - $7.99K
|
11.5K
$642K
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-115- 2.15% |
$7.33K - $8.14K
|
5.23K
$292K
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-116- 3.24% |
$7.39K - $8.21K
|
3.46K
$193K
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-117- 3.15% |
$7.45K - $8.28K
|
3.6K
$201K
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-117- 0.37% |
$7.45K - $8.28K
|
31.2K
$1.74M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-120- 0.5% |
$7.65K - $8.49K
|
23.8K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-120- 1.82% |
$7.65K - $8.49K
|
6.49K
$362K
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-125- 0.03% |
$7.96K - $8.84K
|
395K
$22M
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-125- 0.09% |
$7.96K - $8.84K
|
139K
$7.75M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-126- 4.53% |
$8.03K - $8.91K
|
2.66K
$148K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-126- 5.96% |
$8.03K - $8.91K
|
1.99K
$111K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-127- 3.91% |
$8.09K - $8.98K
|
3.12K
$174K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-128- 3.37% |
$8.15K - $9.05K
|
3.68K
$205K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-129- 74.14% |
$8.22K - $9.13K
|
45
$2.51K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-130- 0.7% |
$8.28K - $9.2K
|
18.5K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-130- 1.49% |
$8.28K - $9.2K
|
8.58K
$479K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-131- 0.16% |
$8.35K - $9.27K
|
83.3K
$4.65M
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-133- 14.88% |
$8.47K - $9.41K
|
761
$42.5K
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-133- 0.42% |
$8.47K - $9.41K
|
31.6K
$1.76M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-133- 0.7% |
$8.47K - $9.41K
|
18.8K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-134- 1.33% |
$8.54K - $9.48K
|
9.92K
$554K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-136- 0.73% |
$8.66K - $9.62K
|
18.6K
$1.04M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-136- 2.65% |
$8.66K - $9.62K
|
4.99K
$279K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-139- 2.98% |
$8.86K - $9.83K
|
4.53K
$253K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-140- 0.7% |
$8.92K - $9.9K
|
19.8K
$1.1M
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-143- 1.78% |
$9.11K - $10.1K
|
7.91K
$442K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 2.6% |
$9.11K - $10.1K
|
5.35K
$299K
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-146- 3.62% |
$9.3K - $10.3K
|
3.89K
$217K
|