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 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-165- 0.53% |
$10.8K - $12.3K
|
30.7K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-166- 0.8% |
$10.9K - $12.4K
|
20.5K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-168- 0.7% |
$11K - $12.5K
|
23.9K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-168- 0.06% |
$11K - $12.5K
|
265K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-170- 2.17% |
$11.2K - $12.7K
|
7.68K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-172- 1.22% |
$11.3K - $12.8K
|
13.9K
$821K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-173- 1.55% |
$11.4K - $12.9K
|
11K
$646K
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-175- 2.51% |
$11.5K - $13K
|
6.81K
$401K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-175- 3.84% |
$11.5K - $13K
|
4.39K
$258K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-176- 1.99% |
$11.6K - $13.1K
|
8.69K
$512K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-177- 4.82% |
$11.6K - $13.2K
|
3.49K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-177- 0.59% |
$11.6K - $13.2K
|
29.7K
$1.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-179- 4.45% |
$11.8K - $13.3K
|
3.84K
$226K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-180- 0.46% |
$11.8K - $13.4K
|
38.8K
$2.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-181- 0.92% |
$11.9K - $13.5K
|
19.5K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-181- 2.52% |
$11.9K - $13.5K
|
6.99K
$411K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-181- 2.23% |
$11.9K - $13.5K
|
7.94K
$468K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-182- 2.05% |
$12K - $13.6K
|
8.71K
$513K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-183- 1.76% |
$12K - $13.6K
|
10.2K
$601K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-183- 2.18% |
$12K - $13.6K
|
8.22K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-183- 2.06% |
$12K - $13.6K
|
8.7K
$512K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-184- 0.88% |
$12.1K - $13.7K
|
20.8K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-190- 3.52% |
$12.5K - $14.2K
|
5.2K
$306K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-190- 5.02% |
$12.5K - $14.2K
|
3.59K
$212K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-190- 0.25% |
$12.5K - $14.2K
|
75.1K
$4.42M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-190- 2.38% |
$12.5K - $14.2K
|
7.81K
$460K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-190- 0.29% |
$12.5K - $14.2K
|
65.2K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-190- 0.44% |
$12.5K - $14.2K
|
42.5K
$2.5M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-190- 5.14% |
$12.5K - $14.2K
|
3.5K
$206K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-192- 4.23% |
$12.6K - $14.3K
|
4.35K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-193- 0.54% |
$12.7K - $14.4K
|
35.8K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-193- 0.7% |
$12.7K - $14.4K
|
27.2K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-194- 3.0% |
$12.7K - $14.5K
|
6.27K
$369K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-194- 1.78% |
$12.7K - $14.5K
|
10.7K
$632K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-198- 0.6% |
$13K - $14.8K
|
32.6K
$1.92M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-199- 5.52% |
$13.1K - $14.8K
|
3.41K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-199- 1.2% |
$13.1K - $14.8K
|
16.4K
$968K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 1.48% |
$13.1K - $14.9K
|
13.3K
$786K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-200- 3.79% |
$13.1K - $14.9K
|
5.08K
$299K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-200- 1.87% |
$13.1K - $14.9K
|
10.5K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 5.25% |
$13.1K - $14.9K
|
3.61K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-202- 3.49% |
$13.3K - $15.1K
|
5.58K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-203- 1.23% |
$13.3K - $15.1K
|
16.3K
$960K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-205- 1.79% |
$13.5K - $15.3K
|
11.2K
$661K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-206- 4.46% |
$13.5K - $15.4K
|
4.42K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-210- 1.2% |
$13.8K - $15.7K
|
17.3K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-211- 16.09% |
$13.9K - $15.7K
|
1.1K
$64.8K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-218- 7.69% |
$14.3K - $16.2K
|
2.62K
$154K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-219- 91.25% |
$14.4K - $16.3K
|
21
$1.24K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-220- 0.72% |
$14.5K - $16.4K
|
30.3K
$1.78M
|