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 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-520- 0.65% |
$34.2K - $38.8K
|
79K
$4.65M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-529- 9.01% |
$34.8K - $39.4K
|
5.34K
$315K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-530- 1.79% |
$34.8K - $39.5K
|
29.1K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-530- 1.96% |
$34.8K - $39.5K
|
26.5K
$1.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-532- 4.39% |
$35K - $39.6K
|
11.6K
$683K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-537- 7.13% |
$35.3K - $40K
|
7K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-537- 4.97% |
$35.3K - $40K
|
10.3K
$604K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-538- 1.67% |
$35.4K - $40.1K
|
31.6K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-545- 2.46% |
$35.8K - $40.6K
|
21.6K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-549- 2.76% |
$36.1K - $40.9K
|
19.4K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-550- 7.67% |
$36.1K - $41K
|
6.62K
$390K
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-550- 2.01% |
$36.1K - $41K
|
26.8K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-550- 2.78% |
$36.1K - $41K
|
19.3K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-554- 2.13% |
$36.4K - $41.3K
|
25.5K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-560- 4.21% |
$36.8K - $41.7K
|
12.7K
$749K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-560- 15.47% |
$36.8K - $41.7K
|
3.06K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-561- 2.93% |
$36.9K - $41.8K
|
18.6K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-570- 10.67% |
$37.5K - $42.5K
|
4.77K
$281K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-570- 7.81% |
$37.5K - $42.5K
|
6.73K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-574- 0.22% |
$37.7K - $42.8K
|
259K
$15.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-575- 4.53% |
$37.8K - $42.9K
|
12.1K
$713K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-578- 18.41% |
$38K - $43.1K
|
2.56K
$151K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-580- 7.42% |
$38.1K - $43.2K
|
7.24K
$426K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-581- 2.31% |
$38.2K - $43.3K
|
24.5K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-583- 1.01% |
$38.3K - $43.5K
|
56.9K
$3.35M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-585- 0.97% |
$38.4K - $43.6K
|
59.9K
$3.53M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-586- 9.7% |
$38.5K - $43.7K
|
5.46K
$321K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-590- 2.57% |
$38.8K - $44K
|
22.4K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-592- 28.63% |
$38.9K - $44.1K
|
1.48K
$86.9K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-592- 8.1% |
$38.9K - $44.1K
|
6.72K
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-600- 0.28% |
$39.4K - $44.7K
|
211K
$12.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-605- 4.97% |
$39.8K - $45.1K
|
11.6K
$682K
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
SELL
|
- |
-610- 6.73% |
$40.1K - $45.5K
|
8.45K
$497K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-620- 3.37% |
$40.7K - $46.2K
|
17.8K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-629- 4.23% |
$41.3K - $46.9K
|
14.3K
$839K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-630- 15.25% |
$41.4K - $47K
|
3.5K
$206K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-634- 17.3% |
$41.7K - $47.3K
|
3.03K
$178K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-634- 7.27% |
$41.7K - $47.3K
|
8.09K
$476K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-635- 9.13% |
$41.7K - $47.3K
|
6.32K
$372K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-638- 1.68% |
$41.9K - $47.6K
|
37.3K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-644- 13.04% |
$42.3K - $48K
|
4.3K
$253K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-645- 6.09% |
$42.4K - $48.1K
|
9.94K
$585K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-653- 3.73% |
$42.9K - $48.7K
|
16.9K
$993K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-656- 14.41% |
$43.1K - $48.9K
|
3.9K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-660- 2.11% |
$43.4K - $49.2K
|
30.5K
$1.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-662- 7.15% |
$43.5K - $49.3K
|
8.6K
$506K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-663- 4.84% |
$43.6K - $49.4K
|
13K
$767K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-669- 0.97% |
$44K - $49.9K
|
68.3K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-671- 1.71% |
$44.1K - $50K
|
38.5K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-672- 1.58% |
$44.2K - $50.1K
|
41.9K
$2.47M
|