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 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-89- 0.63% |
$5.85K - $6.63K
|
14K
$831K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-89- 0.21% |
$5.85K - $6.63K
|
43.1K
$2.55M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-89- 2.75% |
$5.85K - $6.63K
|
3.15K
$187K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-90- 2.46% |
$5.91K - $6.71K
|
3.57K
$212K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-90- 1.68% |
$5.91K - $6.71K
|
5.28K
$313K
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-90- 0.05% |
$5.91K - $6.71K
|
179K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-90- 1.77% |
$5.91K - $6.71K
|
5K
$296K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-91- 0.48% |
$5.98K - $6.78K
|
18.8K
$1.11M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.48% |
$6.11K - $6.93K
|
19.4K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-96- 2.21% |
$6.31K - $7.15K
|
4.25K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-96- 0.36% |
$6.31K - $7.15K
|
26.4K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-96- 1.23% |
$6.31K - $7.15K
|
7.69K
$456K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-97- 26.65% |
$6.37K - $7.23K
|
267
$15.8K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-99- 1.34% |
$6.51K - $7.38K
|
7.3K
$433K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-99- 0.25% |
$6.51K - $7.38K
|
38.9K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 1.71% |
$6.57K - $7.45K
|
5.75K
$341K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.78% |
$6.57K - $7.45K
|
12.7K
$752K
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-100- 2.05% |
$6.57K - $7.45K
|
4.77K
$283K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 11.2% |
$6.57K - $7.45K
|
793
$47K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-100- 1.72% |
$6.57K - $7.45K
|
5.72K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 1.4% |
$6.57K - $7.45K
|
7.06K
$418K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 1.98% |
$6.57K - $7.45K
|
4.95K
$293K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 0.97% |
$6.57K - $7.45K
|
10.3K
$608K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 1.97% |
$6.57K - $7.45K
|
4.98K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 1.12% |
$6.57K - $7.45K
|
8.85K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-100- 1.79% |
$6.57K - $7.45K
|
5.48K
$325K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-100- 0.49% |
$6.57K - $7.45K
|
20.3K
$1.2M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 50.0% |
$6.57K - $7.45K
|
100
$5.93K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-101- 1.56% |
$6.64K - $7.53K
|
6.39K
$379K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-102- 0.61% |
$6.7K - $7.6K
|
16.5K
$977K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 0.13% |
$6.7K - $7.6K
|
75.7K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-102- 28.41% |
$6.7K - $7.6K
|
257
$15.2K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-103- 1.17% |
$6.77K - $7.68K
|
8.72K
$517K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-103- 0.47% |
$6.77K - $7.68K
|
21.7K
$1.28M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-104- 2.91% |
$6.83K - $7.75K
|
3.47K
$206K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-105- 0.47% |
$6.9K - $7.83K
|
22.2K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-107- 1.73% |
$7.03K - $7.97K
|
6.09K
$361K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-108- 0.46% |
$7.1K - $8.05K
|
23.5K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-108- 0.11% |
$7.1K - $8.05K
|
101K
$5.99M
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-108- 0.38% |
$7.1K - $8.05K
|
28.5K
$1.69M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-109- 2.76% |
$7.16K - $8.12K
|
3.84K
$228K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-111- 3.47% |
$7.29K - $8.27K
|
3.09K
$183K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-113- 9.04% |
$7.43K - $8.42K
|
1.14K
$67.4K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-113- 0.11% |
$7.43K - $8.42K
|
107K
$6.37M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-113- 0.92% |
$7.43K - $8.42K
|
12.1K
$719K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-114- 1.16% |
$7.49K - $8.5K
|
9.73K
$577K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-115- 1.05% |
$7.56K - $8.57K
|
10.9K
$644K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-115- 0.43% |
$7.56K - $8.57K
|
26.4K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-115- 1.35% |
$7.56K - $8.57K
|
8.39K
$497K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-115- 56.93% |
$7.56K - $8.57K
|
87
$5.16K
|