Purchases and Sales Made in Q4 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11- 0.09% |
$753 - $892
|
12.7K
$609K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-12- 3.46% |
$822 - $973
|
335
$16.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.29% |
$822 - $973
|
4.15K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-12- 0.13% |
$822 - $973
|
9.06K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-14- 0.1% |
$959 - $1.14K
|
13.9K
$667K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.22% |
$1.03K - $1.22K
|
6.94K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.02% |
$1.03K - $1.22K
|
69K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.05% |
$1.03K - $1.22K
|
27.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.36% |
$1.03K - $1.22K
|
4.1K
$197K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 1.26% |
$1.1K - $1.3K
|
1.25K
$60K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.23% |
$1.16K - $1.38K
|
7.45K
$358K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-18- 0.28% |
$1.23K - $1.46K
|
6.33K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-19- 0.46% |
$1.3K - $1.54K
|
4.08K
$196K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-19- 0.55% |
$1.3K - $1.54K
|
3.42K
$164K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-21- 0.68% |
$1.44K - $1.7K
|
3.06K
$147K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.02% |
$1.64K - $1.95K
|
123K
$5.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-24- 0.5% |
$1.64K - $1.95K
|
4.81K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-24- 0.56% |
$1.64K - $1.95K
|
4.3K
$206K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 0.14% |
$1.71K - $2.03K
|
17.8K
$853K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25- 0.52% |
$1.71K - $2.03K
|
4.82K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-25- 0.04% |
$1.71K - $2.03K
|
68.1K
$3.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-26- 0.31% |
$1.78K - $2.11K
|
8.28K
$398K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-26- 0.55% |
$1.78K - $2.11K
|
4.67K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-26- 0.31% |
$1.78K - $2.11K
|
8.47K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-26- 0.17% |
$1.78K - $2.11K
|
15.2K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-29- 0.03% |
$1.99K - $2.35K
|
101K
$4.86M
|
|
|
Mar 04, 2025
Q4 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-29- 0.07% |
$1.99K - $2.35K
|
39.1K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-30- 0.07% |
$2.05K - $2.43K
|
42.7K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-30- 0.3% |
$2.05K - $2.43K
|
10K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-33- 0.26% |
$2.26K - $2.68K
|
12.7K
$608K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-35- 0.07% |
$2.4K - $2.84K
|
52.1K
$2.5M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-35- 0.32% |
$2.4K - $2.84K
|
10.9K
$524K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-36- 0.31% |
$2.47K - $2.92K
|
11.5K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.52% |
$2.47K - $2.92K
|
6.9K
$331K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-36- 0.74% |
$2.47K - $2.92K
|
4.86K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-37- 0.1% |
$2.53K - $3K
|
36K
$1.73M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-37- 0.94% |
$2.53K - $3K
|
3.89K
$187K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-38- 0.72% |
$2.6K - $3.08K
|
5.27K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-38- 0.81% |
$2.6K - $3.08K
|
4.66K
$224K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 8.59% |
$2.67K - $3.16K
|
415
$19.9K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-39- 0.53% |
$2.67K - $3.16K
|
7.31K
$351K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-40- 1.24% |
$2.74K - $3.24K
|
3.19K
$153K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-40- 0.46% |
$2.74K - $3.24K
|
8.59K
$413K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-40- 1.18% |
$2.74K - $3.24K
|
3.34K
$160K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-40- 1.09% |
$2.74K - $3.24K
|
3.64K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-40- 0.01% |
$2.74K - $3.24K
|
302K
$14.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-41- 0.22% |
$2.81K - $3.32K
|
18.2K
$876K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42- 20.39% |
$2.88K - $3.41K
|
164
$7.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-43- 1.46% |
$2.94K - $3.49K
|
2.91K
$140K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-45- 1.14% |
$3.08K - $3.65K
|
3.89K
$187K
|