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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.77K- 7.5% |
$85.8K - $102K
|
21.8K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.78K- 34.28% |
$86.1K - $103K
|
3.41K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.78K- 16.01% |
$86.1K - $103K
|
9.32K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.8K- 15.7% |
$87.1K - $104K
|
9.64K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.81K- 0.73% |
$87.6K - $104K
|
247K
$11.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.84K- 16.5% |
$89K - $106K
|
9.29K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.86K- 3.36% |
$90K - $107K
|
53.3K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.86K- 23.64% |
$90.3K - $108K
|
6.01K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.87K- 5.3% |
$90.5K - $108K
|
33.4K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.87K- 17.77% |
$90.5K - $108K
|
8.64K
$403K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.88K- 9.05% |
$91K - $109K
|
18.9K
$881K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.88K- 3.95% |
$91.2K - $109K
|
45.8K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.89K- 16.8% |
$91.5K - $109K
|
9.34K
$436K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.89K- 6.98% |
$91.6K - $109K
|
25.2K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.9K- 23.24% |
$92.1K - $110K
|
6.28K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.9K- 20.75% |
$92.3K - $110K
|
7.27K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.92K- 7.24% |
$92.9K - $111K
|
24.6K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 13.44% |
$93.1K - $111K
|
12.4K
$578K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.92K- 5.71% |
$93.3K - $111K
|
31.7K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.95K- 58.89% |
$94.4K - $113K
|
1.36K
$63.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.95K- 9.64% |
$94.5K - $113K
|
18.3K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.97K- 27.44% |
$95.6K - $114K
|
5.22K
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.98K- 25.66% |
$95.7K - $114K
|
5.72K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.98K- 16.95% |
$96.1K - $115K
|
9.71K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.98K- 6.95% |
$96.2K - $115K
|
26.6K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2K- 3.45% |
$96.9K - $116K
|
56K
$2.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-2K- 16.78% |
$97K - $116K
|
9.92K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2K- 7.15% |
$97K - $116K
|
26K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.01K- 7.2% |
$97.4K - $116K
|
25.9K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.02K- 30.55% |
$97.9K - $117K
|
4.59K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.02K- 1.37% |
$98K - $117K
|
145K
$6.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.04K- 7.87% |
$98.8K - $118K
|
23.8K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.04K- 8.11% |
$98.9K - $118K
|
23.1K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.05K- 4.31% |
$99.1K - $118K
|
45.4K
$2.12M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.05K- 7.11% |
$99.3K - $119K
|
26.8K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 28.98% |
$99.4K - $119K
|
5.03K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 44.51% |
$99.6K - $119K
|
2.56K
$120K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.07K- 3.74% |
$100K - $119K
|
53.2K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.07K- 26.62% |
$100K - $120K
|
5.71K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.07K- 32.35% |
$100K - $120K
|
4.33K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-2.07K- 6.38% |
$100K - $120K
|
30.4K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 13.31% |
$101K - $120K
|
13.5K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.09K- 55.24% |
$101K - $121K
|
1.69K
$79K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.11K- 6.75% |
$102K - $122K
|
29.1K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.12K- 3.31% |
$103K - $123K
|
62.1K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-2.13K- 26.45% |
$103K - $123K
|
5.92K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 10.49% |
$104K - $124K
|
18.3K
$853K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.14K- 34.88% |
$104K - $124K
|
4K
$187K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.15K- 9.47% |
$104K - $124K
|
20.5K
$959K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.15K- 5.1% |
$104K - $125K
|
40.1K
$1.87M
|