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 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-308- 3.03% |
$21.1K - $25K
|
9.86K
$460K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-311- 8.6% |
$21.3K - $25.2K
|
3.31K
$154K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-315- 0.4% |
$21.6K - $25.5K
|
78.3K
$3.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-316- 7.27% |
$21.6K - $25.6K
|
4.03K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-318- 2.55% |
$21.8K - $25.8K
|
12.2K
$568K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-321- 5.05% |
$22K - $26K
|
6.04K
$282K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-322- 6.72% |
$22.1K - $26.1K
|
4.47K
$209K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-323- 3.29% |
$22.1K - $26.2K
|
9.49K
$443K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-326- 0.1% |
$22.3K - $26.4K
|
320K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-329- 8.04% |
$22.5K - $26.7K
|
3.76K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-332- 7.44% |
$22.7K - $26.9K
|
4.13K
$193K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-333- 0.7% |
$22.8K - $27K
|
47.5K
$2.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-335- 0.95% |
$22.9K - $27.2K
|
35.1K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-338- 4.24% |
$23.1K - $27.4K
|
7.63K
$356K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-339- 8.57% |
$23.2K - $27.5K
|
3.62K
$169K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-345- 1.08% |
$23.6K - $28K
|
31.7K
$1.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-346- 0.78% |
$23.7K - $28.1K
|
43.7K
$2.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-346- 0.35% |
$23.7K - $28.1K
|
98.7K
$4.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-349- 0.9% |
$23.9K - $28.3K
|
38.4K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-349- 10.16% |
$23.9K - $28.3K
|
3.09K
$144K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350- 2.56% |
$24K - $28.4K
|
13.3K
$623K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-350- 1.35% |
$24K - $28.4K
|
25.5K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-350- 4.36% |
$24K - $28.4K
|
7.67K
$358K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-350- 1.63% |
$24K - $28.4K
|
21.1K
$983K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-351- 10.1% |
$24K - $28.5K
|
3.12K
$146K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-356- 0.82% |
$24.4K - $28.9K
|
43K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-357- 0.86% |
$24.4K - $28.9K
|
41.2K
$1.92M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-358- 5.01% |
$24.5K - $29K
|
6.79K
$317K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-362- 0.3% |
$24.8K - $29.4K
|
118K
$5.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-362- 2.09% |
$24.8K - $29.4K
|
17K
$793K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-363- 2.04% |
$24.9K - $29.4K
|
17.4K
$812K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-366- 43.11% |
$25.1K - $29.7K
|
483
$22.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-372- 0.68% |
$25.5K - $30.2K
|
54.3K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-373- 1.98% |
$25.5K - $30.2K
|
18.5K
$863K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-373- 6.55% |
$25.5K - $30.2K
|
5.32K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-376- 7.86% |
$25.7K - $30.5K
|
4.41K
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-377- 37.51% |
$25.8K - $30.6K
|
628
$29.3K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-380- 6.71% |
$26K - $30.8K
|
5.28K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-380- 11.86% |
$26K - $30.8K
|
2.83K
$132K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-381- 1.7% |
$26.1K - $30.9K
|
22K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-387- 0.4% |
$26.5K - $31.4K
|
95.2K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-395- 4.47% |
$27K - $32K
|
8.44K
$394K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-399- 0.43% |
$27.3K - $32.4K
|
91.7K
$4.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-399- 1.26% |
$27.3K - $32.4K
|
31.3K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-400- 3.15% |
$27.4K - $32.4K
|
12.3K
$574K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 0.5% |
$27.4K - $32.4K
|
79.5K
$3.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-400- 15.36% |
$27.4K - $32.4K
|
2.2K
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 11.96% |
$27.4K - $32.4K
|
2.95K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-402- 0.6% |
$27.5K - $32.6K
|
66.2K
$3.09M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-405- 1.11% |
$27.7K - $32.8K
|
35.9K
$1.68M
|