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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-221- 0.89% |
$14.5K - $16.5K
|
24.6K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-222- 2.94% |
$14.6K - $16.5K
|
7.32K
$434K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-223- 2.89% |
$14.7K - $16.6K
|
7.49K
$444K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-226- 0.97% |
$14.9K - $16.8K
|
23.1K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-226- 2.75% |
$14.9K - $16.8K
|
7.98K
$473K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-227- 4.6% |
$14.9K - $16.9K
|
4.71K
$279K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-227- 0.52% |
$14.9K - $16.9K
|
43K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-227- 0.75% |
$14.9K - $16.9K
|
30.1K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-229- 6.28% |
$15K - $17.1K
|
3.42K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-231- 0.36% |
$15.2K - $17.2K
|
63.6K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-231- 1.53% |
$15.2K - $17.2K
|
14.8K
$880K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-233- 5.49% |
$15.3K - $17.4K
|
4.01K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-233- 5.89% |
$15.3K - $17.4K
|
3.73K
$221K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-234- 1.42% |
$15.4K - $17.4K
|
16.3K
$963K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-237- 1.32% |
$15.6K - $17.7K
|
17.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-238- 3.03% |
$15.6K - $17.7K
|
7.63K
$452K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-240- 1.03% |
$15.8K - $17.9K
|
23.1K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-246- 1.62% |
$16.2K - $18.3K
|
15K
$888K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-247- 1.19% |
$16.2K - $18.4K
|
20.6K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-249- 0.62% |
$16.4K - $18.6K
|
40.1K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-249- 3.01% |
$16.4K - $18.6K
|
8.03K
$476K
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 0.85% |
$16.4K - $18.6K
|
29.3K
$1.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-250- 6.37% |
$16.4K - $18.6K
|
3.67K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-250- 2.47% |
$16.4K - $18.6K
|
9.88K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-250- 3.55% |
$16.4K - $18.6K
|
6.8K
$403K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-253- 4.83% |
$16.6K - $18.9K
|
4.98K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-253- 0.16% |
$16.6K - $18.9K
|
159K
$9.45M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-255- 0.82% |
$16.8K - $19K
|
31K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-258- 0.82% |
$17K - $19.2K
|
31.2K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-259- 0.89% |
$17K - $19.3K
|
29K
$1.72M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-260- 3.03% |
$17.1K - $19.4K
|
8.33K
$494K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
- |
-260- 2.31% |
$17.1K - $19.4K
|
11K
$650K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-262- 8.28% |
$17.2K - $19.5K
|
2.9K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-264- 0.46% |
$17.3K - $19.7K
|
57.4K
$3.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-266- 5.73% |
$17.5K - $19.8K
|
4.38K
$260K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-267- 4.03% |
$17.5K - $19.9K
|
6.35K
$377K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-269- 4.18% |
$17.7K - $20K
|
6.17K
$366K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-271- 10.95% |
$17.8K - $20.2K
|
2.2K
$131K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-274- 0.45% |
$18K - $20.4K
|
61.2K
$3.63M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-275- 0.53% |
$18.1K - $20.5K
|
52K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-278- 0.32% |
$18.3K - $20.7K
|
86.3K
$5.12M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-280- 5.88% |
$18.4K - $20.9K
|
4.48K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-280- 0.73% |
$18.4K - $20.9K
|
38.2K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-280- 0.57% |
$18.4K - $20.9K
|
48.5K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-280- 2.0% |
$18.4K - $20.9K
|
13.7K
$815K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-283- 2.18% |
$18.6K - $21.1K
|
12.7K
$753K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-283- 2.23% |
$18.6K - $21.1K
|
12.4K
$734K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-284- 1.32% |
$18.7K - $21.2K
|
21.2K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-286- 2.92% |
$18.8K - $21.3K
|
9.5K
$563K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-287- 15.89% |
$18.9K - $21.4K
|
1.52K
$90K
|