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 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.66K- 7.45% |
$175K - $199K
|
33.1K
$1.95M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.7K- 5.27% |
$178K - $201K
|
48.6K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.72K- 4.77% |
$178K - $202K
|
54.2K
$3.19M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.72K- 9.14% |
$178K - $202K
|
27K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.72K- 2.27% |
$178K - $202K
|
117K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.78K- 10.48% |
$182K - $207K
|
23.7K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.82K- 6.42% |
$186K - $210K
|
41.2K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.84K- 3.34% |
$186K - $211K
|
82.1K
$4.83M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.87K- 2.34% |
$188K - $214K
|
119K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.88K- 4.3% |
$189K - $214K
|
64K
$3.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.93K- 17.53% |
$192K - $218K
|
13.8K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.94K- 64.4% |
$193K - $219K
|
1.63K
$95.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.96K- 1.31% |
$194K - $220K
|
222K
$13.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2.98K- 19.75% |
$196K - $222K
|
12.1K
$712K
|
|
|
May 03, 2023
Q1 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-3K- 1.35% |
$197K - $224K
|
220K
$13M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.1K- 3.05% |
$204K - $231K
|
98.4K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.11K- 1.47% |
$204K - $232K
|
209K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.14K- 5.13% |
$206K - $234K
|
57.9K
$3.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.16K- 0.99% |
$208K - $236K
|
317K
$18.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.18K- 10.02% |
$209K - $237K
|
28.5K
$1.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.18K- 11.6% |
$209K - $237K
|
24.2K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 0.41% |
$210K - $239K
|
786K
$46.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-3.33K- 26.08% |
$219K - $248K
|
9.44K
$556K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.36K- 31.0% |
$221K - $251K
|
7.49K
$441K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.37K- 9.99% |
$222K - $251K
|
30.4K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.4K- 33.24% |
$224K - $254K
|
6.84K
$403K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-3.43K- 10.68% |
$226K - $256K
|
28.7K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 35.37% |
$228K - $259K
|
6.34K
$373K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.51K- 11.37% |
$230K - $261K
|
27.3K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.52K- 10.03% |
$231K - $262K
|
31.5K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3.6K- 0.82% |
$237K - $268K
|
437K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.64K- 12.42% |
$239K - $271K
|
25.7K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.65K- 20.0% |
$240K - $272K
|
14.6K
$859K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.71K- 4.38% |
$243K - $276K
|
80.9K
$4.76M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.76K- 6.73% |
$247K - $280K
|
52.1K
$3.07M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.76K- 0.66% |
$247K - $280K
|
570K
$33.5M
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-3.77K- 0.95% |
$248K - $281K
|
395K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.83K- 1.16% |
$251K - $285K
|
327K
$19.2M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.84K- 43.26% |
$252K - $286K
|
5.03K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.84K- 3.3% |
$252K - $286K
|
113K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.86K- 7.27% |
$254K - $288K
|
49.2K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.89K- 10.36% |
$256K - $290K
|
33.6K
$1.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.91K- 3.96% |
$257K - $292K
|
94.9K
$5.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.92K- 29.23% |
$258K - $292K
|
9.49K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.94K- 20.99% |
$259K - $294K
|
14.8K
$874K
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-4K- 11.11% |
$263K - $298K
|
32K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.03K- 1.2% |
$265K - $300K
|
331K
$19.5M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.07K- 36.49% |
$267K - $303K
|
7.08K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-4.08K- 5.55% |
$268K - $304K
|
69.3K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-4.13K- 15.19% |
$271K - $308K
|
23.1K
$1.36M
|