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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.3K- 28.59% |
$549K - $655K
|
28.3K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 28.42% |
$549K - $656K
|
28.5K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11.4K- 42.58% |
$550K - $657K
|
15.3K
$736K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11.4K- 6.02% |
$552K - $659K
|
178K
$8.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-11.5K- 52.0% |
$556K - $664K
|
10.6K
$509K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-11.5K- 41.36% |
$557K - $665K
|
16.3K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-11.5K- 69.5% |
$558K - $665K
|
5.05K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11.5K- 2.67% |
$560K - $668K
|
420K
$20.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.6K- 36.43% |
$561K - $670K
|
20.2K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-11.6K- 62.23% |
$564K - $673K
|
7.06K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 18.12% |
$567K - $677K
|
52.9K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.7K- 9.14% |
$568K - $678K
|
117K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-11.8K- 11.49% |
$574K - $685K
|
91.2K
$4.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12K- 51.24% |
$581K - $694K
|
11.4K
$548K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12.1K- 7.46% |
$586K - $699K
|
150K
$7.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12.3K- 17.86% |
$595K - $710K
|
56.4K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.3K- 15.54% |
$596K - $711K
|
66.8K
$3.21M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-12.6K- 46.77% |
$609K - $726K
|
14.3K
$687K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-12.6K- 37.23% |
$611K - $729K
|
21.3K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-12.8K- 42.95% |
$621K - $742K
|
17K
$818K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-12.9K- 95.62% |
$624K - $745K
|
590
$28.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-13K- 19.47% |
$632K - $754K
|
53.9K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13.2K- 57.76% |
$639K - $762K
|
9.64K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.2K- 4.74% |
$639K - $762K
|
265K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.4K- 27.54% |
$648K - $773K
|
35.2K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13.5K- 11.15% |
$653K - $779K
|
107K
$5.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.6K- 16.03% |
$661K - $788K
|
71.4K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-13.6K- 42.98% |
$661K - $789K
|
18.1K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-13.8K- 68.57% |
$668K - $797K
|
6.31K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-13.8K- 20.94% |
$668K - $797K
|
52K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-13.8K- 24.0% |
$670K - $799K
|
43.7K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-13.9K- 29.59% |
$672K - $802K
|
33K
$1.58M
|
|
|
Jun 30, 2025
Q4 2023
|
Birchview Capital, LP
Burlington, VT |
SELL
|
- |
-14K- 1.95% |
$679K - $810K
|
702K
$33.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.8K- 15.31% |
$715K - $854K
|
81.6K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-14.9K- 45.3% |
$721K - $860K
|
18K
$863K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.9K- 6.83% |
$723K - $863K
|
203K
$9.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-14.9K- 3.4% |
$723K - $863K
|
424K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-14.9K- 9.91% |
$724K - $864K
|
136K
$6.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-15K- 17.48% |
$727K - $867K
|
70.8K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-15.1K- 7.45% |
$732K - $873K
|
188K
$9.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-15.2K- 45.58% |
$736K - $878K
|
18.1K
$871K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-15.2K- 7.0% |
$739K - $882K
|
202K
$9.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.3K- 7.35% |
$740K - $882K
|
192K
$9.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15.7K- 34.69% |
$759K - $906K
|
29.5K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-15.7K- 64.31% |
$760K - $907K
|
8.7K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-15.7K- 9.72% |
$760K - $907K
|
146K
$7M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-15.8K- 16.97% |
$767K - $915K
|
77.4K
$3.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-15.9K- 32.71% |
$773K - $922K
|
32.8K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-16K- 41.69% |
$774K - $924K
|
22.3K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-16.2K- 23.66% |
$785K - $936K
|
52.2K
$2.51M
|