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 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-33.3K- 6.06% |
$1.62M - $1.93M
|
517K
$24.8M
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-34.6K- 89.35% |
$1.68M - $2M
|
4.13K
$198K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-34.8K- 99.73% |
$1.68M - $2.01M
|
94
$4.52K
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.1K- 25.9% |
$1.7M - $2.03M
|
100K
$4.83M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-35.1K- 11.57% |
$1.7M - $2.03M
|
269K
$12.9M
|
|
Jan 18, 2024
Q4 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-35.4K- 37.54% |
$1.71M - $2.04M
|
58.8K
$2.83M
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-35.8K- 22.93% |
$1.73M - $2.07M
|
120K
$5.78M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-36.1K- 6.8% |
$1.75M - $2.09M
|
494K
$23.8M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-36.3K- 30.5% |
$1.76M - $2.1M
|
82.7K
$3.97M
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-36.9KClosed |
$1.79M - $2.13M
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-37K- 11.57% |
$1.79M - $2.14M
|
283K
$13.6M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37K- 7.89% |
$1.79M - $2.14M
|
432K
$20.8M
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-37.3K- 14.93% |
$1.81M - $2.16M
|
213K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-38.5K- 14.5% |
$1.87M - $2.23M
|
227K
$10.9M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-39K- 36.04% |
$1.89M - $2.26M
|
69.2K
$3.33M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.3K- 15.62% |
$1.9M - $2.27M
|
212K
$10.2M
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-39.9K- 44.83% |
$1.94M - $2.31M
|
49.1K
$2.36M
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-40K- 64.5% |
$1.94M - $2.31M
|
22K
$1.06M
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-40.3K- 3.36% |
$1.95M - $2.33M
|
1.16M
$55.6M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-40.3K- 12.56% |
$1.95M - $2.33M
|
281K
$13.5M
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-40.7K- 4.79% |
$1.97M - $2.35M
|
810K
$38.9M
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-41.1K- 5.95% |
$1.99M - $2.38M
|
649K
$31.2M
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-41.2K- 6.3% |
$2M - $2.38M
|
612K
$29.4M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-43.3K- 54.5% |
$2.1M - $2.5M
|
36.1K
$1.74M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-43.7K- 65.9% |
$2.12M - $2.53M
|
22.6K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43.9K- 75.21% |
$2.13M - $2.54M
|
14.5K
$695K
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-44.3K- 13.69% |
$2.15M - $2.56M
|
279K
$13.4M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-44.4K- 7.71% |
$2.15M - $2.57M
|
532K
$25.6M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.7K- 2.65% |
$2.17M - $2.58M
|
1.64M
$78.7M
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-44.9K- 99.89% |
$2.18M - $2.6M
|
51
$2.45K
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-45.1K- 29.17% |
$2.19M - $2.61M
|
109K
$5.26M
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-45.5K- 29.58% |
$2.2M - $2.63M
|
108K
$5.2M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-45.6K- 27.58% |
$2.21M - $2.64M
|
120K
$5.75M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-45.6K- 61.4% |
$2.21M - $2.64M
|
28.7K
$1.38M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-45.8K- 21.11% |
$2.22M - $2.65M
|
171K
$8.22M
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-45.9K- 15.54% |
$2.22M - $2.65M
|
249K
$12M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-46.1K- 8.63% |
$2.24M - $2.67M
|
489K
$23.5M
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-46.5K- 7.68% |
$2.26M - $2.69M
|
560K
$26.9M
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-47.7K- 7.42% |
$2.31M - $2.76M
|
595K
$28.6M
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-48.1K- 77.77% |
$2.33M - $2.78M
|
13.8K
$661K
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-48.5K- 10.48% |
$2.35M - $2.81M
|
415K
$19.9M
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-48.7K- 59.59% |
$2.36M - $2.82M
|
33.1K
$1.59M
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-50.3K- 37.55% |
$2.44M - $2.91M
|
83.7K
$4.02M
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-50.5K- 16.35% |
$2.45M - $2.92M
|
258K
$12.4M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-51.3K- 50.78% |
$2.49M - $2.97M
|
49.8K
$2.39M
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-51.5K- 8.29% |
$2.5M - $2.98M
|
570K
$27.4M
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-51.9K- 10.72% |
$2.52M - $3M
|
432K
$20.8M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-52.4K- 10.01% |
$2.54M - $3.03M
|
471K
$22.7M
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-52.8K- 9.83% |
$2.56M - $3.06M
|
485K
$23.3M
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-53.9K- 77.89% |
$2.61M - $3.12M
|
15.3K
$735K
|