Purchases and Sales Made in Q4 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-500- 4.5% |
$24.2K - $28.9K
|
10.6K
$496K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 86.96% |
$24.2K - $28.9K
|
75
$3.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-500- 9.84% |
$24.2K - $28.9K
|
4.58K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-500- 11.16% |
$24.2K - $28.9K
|
3.98K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-500- 4.85% |
$24.2K - $28.9K
|
9.8K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-500- 6.74% |
$24.2K - $28.9K
|
6.92K
$323K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-500- 4.01% |
$24.2K - $28.9K
|
12K
$559K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-506- 0.87% |
$24.5K - $29.3K
|
57.3K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-506- 8.67% |
$24.5K - $29.3K
|
5.33K
$249K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-507- 14.25% |
$24.6K - $29.3K
|
3.05K
$142K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-508- 1.61% |
$24.6K - $29.4K
|
31.1K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-509- 4.64% |
$24.7K - $29.4K
|
10.5K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-509- 2.82% |
$24.7K - $29.4K
|
17.6K
$820K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-510- 6.35% |
$24.7K - $29.5K
|
7.52K
$351K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-511- 8.98% |
$24.8K - $29.6K
|
5.18K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-514- 9.07% |
$24.9K - $29.7K
|
5.15K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-518- 1.94% |
$25.1K - $30K
|
26.2K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-518- 5.04% |
$25.1K - $30K
|
9.75K
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-519- 8.02% |
$25.2K - $30K
|
5.96K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-525- 10.92% |
$25.5K - $30.4K
|
4.28K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-527- 7.88% |
$25.5K - $30.5K
|
6.16K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-530- 5.67% |
$25.7K - $30.7K
|
8.82K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-533- 3.33% |
$25.8K - $30.8K
|
15.5K
$722K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-540- 11.99% |
$26.2K - $31.2K
|
3.96K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-541- 4.72% |
$26.2K - $31.3K
|
10.9K
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-547- 2.13% |
$26.5K - $31.6K
|
25.1K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-549- 10.23% |
$26.6K - $31.8K
|
4.82K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-550- 6.77% |
$26.7K - $31.8K
|
7.57K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-555- 2.43% |
$26.9K - $32.1K
|
22.2K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-559- 11.01% |
$27.1K - $32.3K
|
4.52K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-565- 2.12% |
$27.4K - $32.7K
|
26.1K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-566- 1.64% |
$27.4K - $32.7K
|
33.9K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-568- 63.25% |
$27.5K - $32.9K
|
330
$15.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-569- 9.6% |
$27.6K - $32.9K
|
5.36K
$250K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-570- 2.17% |
$27.6K - $33K
|
25.8K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-584- 34.43% |
$28.3K - $33.8K
|
1.11K
$51.9K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-595- 1.93% |
$28.8K - $34.4K
|
30.3K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-595- 3.19% |
$28.8K - $34.4K
|
18.1K
$844K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-598- 11.56% |
$29K - $34.6K
|
4.57K
$214K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-599- 2.05% |
$29K - $34.7K
|
28.6K
$1.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-600- 63.83% |
$29.1K - $34.7K
|
340
$15.9K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 10.26% |
$29.1K - $34.7K
|
5.25K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-600- 5.06% |
$29.1K - $34.7K
|
11.3K
$525K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-604- 5.66% |
$29.3K - $34.9K
|
10.1K
$470K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-605- 4.79% |
$29.3K - $35K
|
12K
$561K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-607- 1.97% |
$29.4K - $35.1K
|
30.2K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-612- 7.86% |
$29.7K - $35.4K
|
7.17K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-614- 2.35% |
$29.8K - $35.5K
|
25.6K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-615- 3.45% |
$29.8K - $35.6K
|
17.2K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-615- 8.8% |
$29.8K - $35.6K
|
6.38K
$298K
|