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 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-287- 6.11% |
$18.9K - $21.4K
|
4.41K
$259K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-290- 2.05% |
$19.1K - $21.6K
|
13.9K
$817K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-291- 1.25% |
$19.1K - $21.7K
|
22.9K
$1.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-292- 5.02% |
$19.2K - $21.8K
|
5.52K
$325K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-292- 1.98% |
$19.2K - $21.8K
|
14.5K
$851K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-294- 1.06% |
$19.3K - $21.9K
|
27.5K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-295- 5.41% |
$19.4K - $22K
|
5.16K
$304K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-295- 1.33% |
$19.4K - $22K
|
21.9K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-296- 2.19% |
$19.5K - $22.1K
|
13.2K
$777K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-296- 3.13% |
$19.5K - $22.1K
|
9.16K
$539K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-297- 3.79% |
$19.5K - $22.1K
|
7.55K
$444K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-298- 0.19% |
$19.6K - $22.2K
|
155K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-300- 5.5% |
$19.7K - $22.4K
|
5.15K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-300- 1.03% |
$19.7K - $22.4K
|
28.9K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-300- 3.84% |
$19.7K - $22.4K
|
7.52K
$443K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-302- 3.59% |
$19.8K - $22.5K
|
8.12K
$478K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-303- 5.13% |
$19.9K - $22.6K
|
5.6K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-307- 1.06% |
$20.2K - $22.9K
|
28.8K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-308- 0.36% |
$20.2K - $23K
|
84.3K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-309- 2.72% |
$20.3K - $23K
|
11.1K
$652K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-310- 3.83% |
$20.4K - $23.1K
|
7.78K
$458K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-312- 13.47% |
$20.5K - $23.3K
|
2.01K
$118K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-313- 15.37% |
$20.6K - $23.3K
|
1.72K
$101K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-315- 1.57% |
$20.7K - $23.5K
|
19.7K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-317- 14.47% |
$20.8K - $23.6K
|
1.87K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-320- 1.07% |
$21K - $23.8K
|
29.6K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-321- 0.77% |
$21.1K - $23.9K
|
41.3K
$2.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-322- 0.91% |
$21.2K - $24K
|
34.9K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-325- 0.81% |
$21.4K - $24.2K
|
39.6K
$2.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-330- 4.96% |
$21.7K - $24.6K
|
6.32K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-333- 1.26% |
$21.9K - $24.8K
|
26K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-337- 5.58% |
$22.1K - $25.1K
|
5.7K
$336K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-338- 9.1% |
$22.2K - $25.2K
|
3.38K
$199K
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-338- 5.21% |
$22.2K - $25.2K
|
6.15K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-338- 0.84% |
$22.2K - $25.2K
|
39.8K
$2.34M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-340- 7.33% |
$22.3K - $25.3K
|
4.3K
$253K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-341- 5.28% |
$22.4K - $25.4K
|
6.12K
$360K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-342- 2.93% |
$22.5K - $25.5K
|
11.3K
$668K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-344- 0.07% |
$22.6K - $25.6K
|
492K
$28.9M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-350- 7.71% |
$23K - $26.1K
|
4.19K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-350- 4.59% |
$23K - $26.1K
|
7.28K
$428K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-357- 7.03% |
$23.5K - $26.6K
|
4.72K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-364- 1.18% |
$23.9K - $27.1K
|
30.4K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-364- 4.78% |
$23.9K - $27.1K
|
7.25K
$427K
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-366- 0.49% |
$24K - $27.3K
|
73.7K
$4.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-377- 3.14% |
$24.8K - $28.1K
|
11.6K
$684K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-379- 1.19% |
$24.9K - $28.2K
|
31.5K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-386- 2.57% |
$25.4K - $28.8K
|
14.6K
$861K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.26% |
$25.5K - $28.9K
|
11.5K
$678K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-391- 5.21% |
$25.7K - $29.1K
|
7.11K
$418K
|