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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-252- 0.76% |
$16.1K - $17.8K
|
32.8K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-255- 2.23% |
$16.2K - $18K
|
11.2K
$536K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-255- 1.83% |
$16.2K - $18K
|
13.7K
$657K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-259- 3.6% |
$16.5K - $18.3K
|
6.94K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-262- 2.89% |
$16.7K - $18.5K
|
8.8K
$422K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-263- 6.54% |
$16.8K - $18.6K
|
3.76K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-265- 1.16% |
$16.9K - $18.7K
|
22.6K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-267- 1.94% |
$17K - $18.9K
|
13.5K
$648K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-268- 0.13% |
$17.1K - $19K
|
213K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-270- 1.0% |
$17.2K - $19.1K
|
26.7K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-270- 0.99% |
$17.2K - $19.1K
|
27.1K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-273- 0.71% |
$17.4K - $19.3K
|
38.3K
$1.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-275- 2.37% |
$17.5K - $19.5K
|
11.3K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-277- 4.48% |
$17.6K - $19.6K
|
5.9K
$283K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-278- 4.77% |
$17.7K - $19.7K
|
5.55K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-279- 5.33% |
$17.8K - $19.7K
|
4.95K
$238K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-284- 0.71% |
$18.1K - $20.1K
|
39.6K
$1.9M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-289- 1.49% |
$18.4K - $20.4K
|
19.1K
$918K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-291- 0.86% |
$18.5K - $20.6K
|
33.6K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-292- 6.41% |
$18.6K - $20.7K
|
4.26K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-296- 2.92% |
$18.9K - $20.9K
|
9.84K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-299- 80.81% |
$19K - $21.2K
|
71
$3.41K
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-300- 14.29% |
$19.1K - $21.2K
|
1.8K
$86.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-300- 2.48% |
$19.1K - $21.2K
|
11.8K
$565K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-300- 20.13% |
$19.1K - $21.2K
|
1.19K
$57.1K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-300- 4.24% |
$19.1K - $21.2K
|
6.78K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-300- 1.56% |
$19.1K - $21.2K
|
19K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 0.96% |
$19.1K - $21.2K
|
30.9K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 2.64% |
$19.1K - $21.2K
|
11K
$530K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-301- 5.18% |
$19.2K - $21.3K
|
5.51K
$265K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-301- 10.49% |
$19.2K - $21.3K
|
2.57K
$123K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-302- 50.67% |
$19.2K - $21.4K
|
294
$14.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-304- 5.19% |
$19.4K - $21.5K
|
5.56K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-306- 2.28% |
$19.5K - $21.6K
|
13.1K
$629K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-312- 1.43% |
$19.9K - $22.1K
|
21.5K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-313- 1.35% |
$19.9K - $22.1K
|
22.8K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-319- 0.46% |
$20.3K - $22.6K
|
68.8K
$3.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-320- 7.59% |
$20.4K - $22.6K
|
3.89K
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 4.65% |
$20.4K - $22.6K
|
6.57K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-320- 7.55% |
$20.4K - $22.6K
|
3.92K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-323- 2.15% |
$20.6K - $22.8K
|
14.7K
$707K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-324- 0.58% |
$20.6K - $22.9K
|
55.9K
$2.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-330- 2.23% |
$21K - $23.3K
|
14.5K
$696K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-334- 1.1% |
$21.3K - $23.6K
|
30K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-336- 3.06% |
$21.4K - $23.8K
|
10.6K
$511K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-339- 0.34% |
$21.6K - $24K
|
98.5K
$4.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-340- 3.25% |
$21.7K - $24.1K
|
10.1K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-340- 2.91% |
$21.7K - $24.1K
|
11.3K
$544K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-346- 3.46% |
$22K - $24.5K
|
9.64K
$463K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-347- 0.49% |
$22.1K - $24.5K
|
70.2K
$3.37M
|