Purchases and Sales Made in Q1 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 1.13% |
$3.02K - $3.43K
|
4.04K
$238K
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-47- 1.43% |
$3.09K - $3.5K
|
3.24K
$191K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-48- 0.41% |
$3.15K - $3.58K
|
11.6K
$683K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-49- 0.44% |
$3.22K - $3.65K
|
11K
$649K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49- 2.87% |
$3.22K - $3.65K
|
1.66K
$97.5K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-50- 0.34% |
$3.29K - $3.73K
|
14.5K
$851K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-50- 0.92% |
$3.29K - $3.73K
|
5.37K
$316K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-50- 0.35% |
$3.29K - $3.73K
|
14.4K
$845K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-50- 0.17% |
$3.29K - $3.73K
|
28.8K
$1.69M
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.18% |
$3.29K - $3.73K
|
28.2K
$1.66M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-51- 0.31% |
$3.35K - $3.8K
|
16.3K
$959K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-54- 0.45% |
$3.55K - $4.02K
|
12K
$706K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-54- 0.54% |
$3.55K - $4.02K
|
9.95K
$586K
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-55- 0.63% |
$3.61K - $4.1K
|
8.62K
$507K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-56- 0.18% |
$3.68K - $4.17K
|
31.3K
$1.84M
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-59- 0.84% |
$3.88K - $4.4K
|
6.95K
$409K
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-60- 0.21% |
$3.94K - $4.47K
|
27.9K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-60- 0.4% |
$3.94K - $4.47K
|
15K
$886K
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-60- 0.2% |
$3.94K - $4.47K
|
30.6K
$1.8M
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-62- 0.62% |
$4.07K - $4.62K
|
9.89K
$582K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-62- 1.17% |
$4.07K - $4.62K
|
5.26K
$309K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-62- 1.67% |
$4.07K - $4.62K
|
3.66K
$216K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-63- 0.67% |
$4.14K - $4.7K
|
9.36K
$551K
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-64- 1.21% |
$4.21K - $4.77K
|
5.24K
$308K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 1.67% |
$4.27K - $4.84K
|
3.82K
$225K
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-66- 2.07% |
$4.34K - $4.92K
|
3.12K
$184K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-66- 36.26% |
$4.34K - $4.92K
|
116
$6.83K
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-72- 1.11% |
$4.73K - $5.37K
|
6.44K
$379K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-73- 1.63% |
$4.8K - $5.44K
|
4.4K
$259K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-73- 2.56% |
$4.8K - $5.44K
|
2.78K
$164K
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-75- 0.22% |
$4.93K - $5.59K
|
33.5K
$1.97M
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-75- 0.12% |
$4.93K - $5.59K
|
65K
$3.83M
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 0.17% |
$4.93K - $5.59K
|
43.2K
$2.55M
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-75- 0.69% |
$4.93K - $5.59K
|
10.8K
$638K
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-75- 0.48% |
$4.93K - $5.59K
|
15.6K
$917K
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-75- 0.94% |
$4.93K - $5.59K
|
7.9K
$465K
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-75- 0.17% |
$4.93K - $5.59K
|
43K
$2.53M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-77- 2.51% |
$5.06K - $5.74K
|
2.99K
$176K
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-78- 1.82% |
$5.13K - $5.81K
|
4.21K
$248K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-78- 1.77% |
$5.13K - $5.81K
|
4.33K
$255K
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-80- 8.21% |
$5.26K - $5.96K
|
894
$52.6K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-83- 1.11% |
$5.45K - $6.19K
|
7.36K
$433K
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-85- 0.42% |
$5.59K - $6.34K
|
20.3K
$1.19M
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-85- 0.32% |
$5.59K - $6.34K
|
26.3K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-85- 13.49% |
$5.59K - $6.34K
|
545
$32.1K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-86- 0.13% |
$5.65K - $6.41K
|
66.1K
$3.89M
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-87- 0.77% |
$5.72K - $6.48K
|
11.2K
$658K
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-87- 0.58% |
$5.72K - $6.48K
|
14.9K
$875K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-88- 0.25% |
$5.78K - $6.56K
|
35.5K
$2.09M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-89- 0.08% |
$5.85K - $6.63K
|
110K
$6.5M
|