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 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.16K- 3.33% |
$105K - $125K
|
62.7K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.16K- 10.01% |
$105K - $125K
|
19.4K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.17K- 15.35% |
$105K - $126K
|
12K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.2K- 27.6% |
$107K - $127K
|
5.77K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.2K- 21.28% |
$107K - $127K
|
8.14K
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.23K- 12.82% |
$108K - $129K
|
15.1K
$727K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.24K- 7.7% |
$109K - $130K
|
26.9K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.25K- 16.93% |
$109K - $130K
|
11K
$530K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.25K- 23.63% |
$109K - $130K
|
7.27K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2.25K- 18.11% |
$109K - $130K
|
10.2K
$489K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.27K- 10.22% |
$110K - $131K
|
19.9K
$956K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.27K- 2.26% |
$110K - $131K
|
97.9K
$4.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.27K- 16.91% |
$110K - $131K
|
11.2K
$536K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.3K- 0.51% |
$111K - $133K
|
447K
$21.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.33K- 57.08% |
$113K - $135K
|
1.75K
$84.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.35K- 8.81% |
$114K - $136K
|
24.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.35K- 10.83% |
$114K - $136K
|
19.3K
$929K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.37K- 21.79% |
$115K - $137K
|
8.52K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.39K- 18.11% |
$116K - $138K
|
10.8K
$519K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.4K- 12.36% |
$116K - $139K
|
17K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-2.4K- 18.93% |
$116K - $139K
|
10.3K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.43K- 15.39% |
$118K - $141K
|
13.4K
$642K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45K- 9.33% |
$119K - $142K
|
23.8K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.48K- 8.03% |
$120K - $143K
|
28.4K
$1.36M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.49K- 97.26% |
$120K - $144K
|
70
$3.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.49K- 5.34% |
$121K - $144K
|
44.1K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.5K- 36.92% |
$121K - $145K
|
4.27K
$205K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.52K- 11.26% |
$122K - $146K
|
19.9K
$955K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.53K- 30.57% |
$122K - $146K
|
5.74K
$276K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.54K- 29.17% |
$123K - $147K
|
6.17K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 14.91% |
$123K - $147K
|
14.5K
$698K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.56K- 24.28% |
$124K - $148K
|
7.97K
$383K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-2.57K- 23.06% |
$125K - $149K
|
8.58K
$412K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.59K- 35.17% |
$126K - $150K
|
4.78K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.62K- 22.84% |
$127K - $152K
|
8.86K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.63K- 10.63% |
$128K - $152K
|
22.1K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.66K- 24.52% |
$129K - $154K
|
8.19K
$394K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.66K- 12.87% |
$129K - $154K
|
18K
$867K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.67K- 2.82% |
$129K - $154K
|
91.7K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.68K- 24.02% |
$130K - $155K
|
8.47K
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.77K- 26.26% |
$134K - $160K
|
7.77K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.79K- 4.11% |
$135K - $162K
|
65.1K
$3.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.8K- 15.04% |
$136K - $162K
|
15.8K
$761K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.83K- 7.18% |
$137K - $163K
|
36.5K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 29.28% |
$137K - $164K
|
6.83K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.84K- 5.93% |
$137K - $164K
|
45K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.86K- 8.55% |
$139K - $165K
|
30.6K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.87K- 9.75% |
$139K - $166K
|
26.5K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-2.87K- 50.65% |
$139K - $166K
|
2.8K
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.9K- 93.97% |
$141K - $168K
|
186
$8.94K
|