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 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8.98K- 77.81% |
$520K - $581K
|
2.56K
$143K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-9.01K- 8.19% |
$522K - $583K
|
101K
$5.64M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-9.02K- 29.44% |
$522K - $584K
|
21.6K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-9.02K- 32.89% |
$522K - $584K
|
18.4K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-9.11K- 16.51% |
$527K - $589K
|
46.1K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9.2K- 24.64% |
$533K - $596K
|
28.1K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9.21K- 5.91% |
$533K - $596K
|
147K
$8.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.45K- 11.69% |
$547K - $612K
|
71.4K
$3.99M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.46K- 3.02% |
$548K - $612K
|
304K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-9.56K- 5.97% |
$554K - $619K
|
151K
$8.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.58K- 23.82% |
$554K - $620K
|
30.6K
$1.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-9.61K- 30.3% |
$556K - $622K
|
22.1K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.73K- 1.67% |
$563K - $630K
|
573K
$32M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-10K- 32.35% |
$579K - $647K
|
20.9K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10K- 28.74% |
$580K - $649K
|
24.9K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.1K- 71.0% |
$584K - $653K
|
4.12K
$230K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 44.74% |
$590K - $660K
|
12.6K
$703K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 18.44% |
$596K - $667K
|
45.5K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.4K- 2.46% |
$600K - $671K
|
410K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-10.4K- 2.53% |
$602K - $673K
|
400K
$22.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.4K- 2.73% |
$602K - $673K
|
371K
$20.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 19.66% |
$602K - $673K
|
42.5K
$2.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-10.4K- 3.27% |
$602K - $673K
|
307K
$17.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-10.4K- 25.5% |
$603K - $675K
|
30.4K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-10.5K- 39.46% |
$607K - $679K
|
16.1K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-10.6K- 0.65% |
$614K - $686K
|
1.62M
$90.5M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.6K- 88.48% |
$616K - $689K
|
1.39K
$77.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10.8K- 11.53% |
$623K - $696K
|
82.5K
$4.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-11.1K- 6.57% |
$640K - $716K
|
157K
$8.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-11.1K- 3.57% |
$641K - $717K
|
299K
$16.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-11.4K- 2.11% |
$662K - $740K
|
530K
$29.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.5K- 3.92% |
$663K - $741K
|
281K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.6K- 19.23% |
$669K - $748K
|
48.6K
$2.71M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.6K- 19.23% |
$669K - $748K
|
48.6K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-11.7K- 18.91% |
$676K - $756K
|
50.1K
$2.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.7K- 5.09% |
$678K - $758K
|
218K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.7K- 11.19% |
$679K - $759K
|
93.1K
$5.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-11.7K- 32.99% |
$680K - $760K
|
23.9K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-11.9K- 91.43% |
$691K - $773K
|
1.12K
$62.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Birchview Capital, LP
Burlington, VT |
SELL
|
- |
-12.3K- 1.69% |
$711K - $795K
|
716K
$40M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-12.3K- 2.19% |
$713K - $797K
|
550K
$30.7M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.7K- 11.53% |
$734K - $821K
|
97.3K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-12.8K- 3.36% |
$738K - $825K
|
367K
$20.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.8K- 17.47% |
$743K - $831K
|
60.6K
$3.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.9K- 48.42% |
$747K - $836K
|
13.8K
$768K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.1K- 29.93% |
$760K - $850K
|
30.7K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-13.1K- 15.94% |
$761K - $851K
|
69.3K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.2K- 17.84% |
$762K - $852K
|
60.6K
$3.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 39.47% |
$766K - $857K
|
20.3K
$1.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.3K- 6.17% |
$773K - $864K
|
203K
$11.3M
|