Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.6K- 3.81% |
$266K - $298K
|
116K
$6.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 25.83% |
$267K - $298K
|
13.2K
$739K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.67K- 8.68% |
$270K - $302K
|
49.1K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.69K- 22.91% |
$272K - $304K
|
15.8K
$882K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.7K- 7.08% |
$272K - $304K
|
61.7K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.75K- 6.02% |
$275K - $307K
|
74.2K
$4.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.76K- 6.94% |
$275K - $308K
|
63.8K
$3.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.8K- 4.37% |
$278K - $311K
|
105K
$5.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-4.8K- 15.42% |
$278K - $311K
|
26.3K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.84K- 3.36% |
$280K - $313K
|
139K
$7.78M
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.85KClosed |
$281K - $314K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.92K- 3.31% |
$285K - $318K
|
144K
$8.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.97K- 7.05% |
$288K - $322K
|
65.6K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-5K- 4.17% |
$289K - $324K
|
115K
$6.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.04K- 31.9% |
$291K - $326K
|
10.7K
$600K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-5.05K- 13.95% |
$292K - $327K
|
31.1K
$1.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.09K- 9.23% |
$294K - $329K
|
50K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.09K- 8.26% |
$294K - $329K
|
56.5K
$3.15M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-5.1K- 58.01% |
$295K - $330K
|
3.69K
$206K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.11K- 1.04% |
$296K - $330K
|
484K
$27M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.11K- 0.39% |
$296K - $331K
|
1.3M
$72.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.12K- 5.59% |
$296K - $331K
|
86.4K
$4.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.14K- 3.92% |
$298K - $333K
|
126K
$7.04M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.15K- 20.99% |
$298K - $333K
|
19.4K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.2K- 8.1% |
$301K - $337K
|
59.1K
$3.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.25K- 30.99% |
$304K - $340K
|
11.7K
$652K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.27K- 19.45% |
$305K - $341K
|
21.8K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.27K- 3.69% |
$305K - $341K
|
138K
$7.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.28K- 39.26% |
$306K - $342K
|
8.16K
$456K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.36K- 11.93% |
$311K - $347K
|
39.6K
$2.21M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.43K- 19.38% |
$315K - $352K
|
22.6K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.44K- 14.99% |
$315K - $352K
|
30.9K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.45K- 4.4% |
$316K - $353K
|
119K
$6.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.47K- 6.83% |
$317K - $354K
|
74.6K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-5.49K- 2.37% |
$318K - $355K
|
226K
$12.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.51K- 53.39% |
$319K - $357K
|
4.81K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.62K- 1.72% |
$325K - $364K
|
321K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.63K- 7.23% |
$326K - $364K
|
72.2K
$4.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.66K- 11.99% |
$328K - $366K
|
41.6K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.72K- 13.17% |
$331K - $370K
|
37.7K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5.73K- 1.81% |
$332K - $371K
|
311K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.77K- 4.56% |
$334K - $374K
|
121K
$6.74M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.84K- 39.22% |
$338K - $378K
|
9.06K
$506K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-5.86K- 1.71% |
$339K - $379K
|
336K
$18.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.89K- 35.45% |
$341K - $381K
|
10.7K
$599K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-5.9K- 58.86% |
$342K - $382K
|
4.12K
$230K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.91K- 11.22% |
$342K - $383K
|
46.8K
$2.61M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.94K- 13.54% |
$344K - $385K
|
37.9K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.98K- 1.54% |
$346K - $387K
|
383K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.03K- 17.2% |
$349K - $390K
|
29K
$1.62M
|