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 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-394- 6.35% |
$25.9K - $29.4K
|
5.81K
$345K
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-395- 1.78% |
$26K - $29.4K
|
21.8K
$1.29M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-398- 9.07% |
$26.2K - $29.7K
|
3.99K
$236K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-399- 2.92% |
$26.2K - $29.7K
|
13.3K
$787K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-399- 5.75% |
$26.2K - $29.7K
|
6.54K
$387K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-400- 8.49% |
$26.3K - $29.8K
|
4.31K
$256K
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-400- 3.31% |
$26.3K - $29.8K
|
11.7K
$692K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-400- 5.36% |
$26.3K - $29.8K
|
7.07K
$419K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-400- 23.94% |
$26.3K - $29.8K
|
1.27K
$75.3K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-401- 10.45% |
$26.3K - $29.9K
|
3.44K
$204K
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-402- 12.16% |
$26.4K - $30K
|
2.9K
$172K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-404- 3.43% |
$26.5K - $30.1K
|
11.4K
$675K
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-406- 3.25% |
$26.7K - $30.3K
|
12.1K
$717K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-412- 58.44% |
$27.1K - $30.7K
|
293
$17.4K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-414- 2.87% |
$27.2K - $30.9K
|
14K
$831K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-416- 0.35% |
$27.3K - $31K
|
118K
$6.99M
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-420- 1.65% |
$27.6K - $31.3K
|
25K
$1.48M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-427- 6.15% |
$28.1K - $31.8K
|
6.51K
$386K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-427Closed |
$28.1K - $31.8K
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-430- 0.86% |
$28.3K - $32K
|
49.6K
$2.94M
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-431- 7.76% |
$28.3K - $32.1K
|
5.13K
$304K
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-432- 6.99% |
$28.4K - $32.2K
|
5.75K
$341K
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-434- 3.32% |
$28.5K - $32.3K
|
12.6K
$749K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-439- 5.96% |
$28.8K - $32.7K
|
6.93K
$411K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-450- 78.26% |
$29.6K - $33.5K
|
125
$7.41K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-457- 0.84% |
$30K - $34.1K
|
54.1K
$3.2M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-461- 0.98% |
$30.3K - $34.4K
|
46.6K
$2.76M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-463- 3.4% |
$30.4K - $34.5K
|
13.2K
$780K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-465- 10.52% |
$30.6K - $34.7K
|
3.96K
$235K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-474- 4.53% |
$31.1K - $35.3K
|
9.99K
$592K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-474- 0.41% |
$31.1K - $35.3K
|
116K
$6.87M
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-475- 6.56% |
$31.2K - $35.4K
|
6.76K
$401K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-475- 5.98% |
$31.2K - $35.4K
|
7.46K
$442K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-476- 1.15% |
$31.3K - $35.5K
|
41K
$2.43M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-478- 0.99% |
$31.4K - $35.6K
|
48K
$2.84M
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-490- 1.56% |
$32.2K - $36.5K
|
31K
$1.84M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-490- 0.45% |
$32.2K - $36.5K
|
108K
$6.42M
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-493- 6.14% |
$32.4K - $36.7K
|
7.54K
$447K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-494- 2.13% |
$32.5K - $36.8K
|
22.7K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-494- 2.29% |
$32.5K - $36.8K
|
21.1K
$1.25M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-496- 8.43% |
$32.6K - $37K
|
5.39K
$320K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-500- 10.65% |
$32.9K - $37.3K
|
4.2K
$249K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-506- 4.14% |
$33.2K - $37.7K
|
11.7K
$694K
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-507- 5.89% |
$33.3K - $37.8K
|
8.1K
$480K
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-508- 11.5% |
$33.4K - $37.9K
|
3.91K
$232K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-508- 13.06% |
$33.4K - $37.9K
|
3.38K
$201K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-510- 1.96% |
$33.5K - $38K
|
25.6K
$1.51M
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-513- 2.26% |
$33.7K - $38.2K
|
22.2K
$1.32M
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-513- 1.94% |
$33.7K - $38.2K
|
25.9K
$1.53M
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-514- 0.33% |
$33.8K - $38.3K
|
155K
$9.2M
|