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 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.16K- 11.75% |
$273K - $310K
|
31.2K
$1.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-4.26K- 2.8% |
$280K - $317K
|
148K
$8.69M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.27K- 9.51% |
$280K - $318K
|
40.6K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.27K- 0.39% |
$281K - $318K
|
1.09M
$64.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.28K- 11.85% |
$281K - $319K
|
31.9K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4.35K- 8.11% |
$286K - $324K
|
49.3K
$2.9M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.36K- 26.65% |
$286K - $325K
|
12K
$706K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.4K- 13.97% |
$289K - $328K
|
27.1K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.41K- 3.01% |
$290K - $329K
|
142K
$8.37M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.41K- 3.11% |
$290K - $329K
|
137K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.42K- 13.15% |
$291K - $330K
|
29.2K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.55K- 4.4% |
$299K - $339K
|
98.8K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.62K- 3.76% |
$304K - $344K
|
118K
$6.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.65K- 4.6% |
$305K - $346K
|
96.5K
$5.68M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.79K- 10.71% |
$314K - $357K
|
39.9K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.84K- 6.49% |
$318K - $360K
|
69.6K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.84K- 3.01% |
$318K - $361K
|
156K
$9.19M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.85K- 9.51% |
$318K - $361K
|
46.1K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.87K- 5.63% |
$320K - $363K
|
81.5K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-4.94K- 10.4% |
$324K - $368K
|
42.5K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.95K- 0.72% |
$325K - $369K
|
686K
$40.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.02K- 2.99% |
$330K - $374K
|
163K
$9.6M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.04KClosed |
$331K - $375K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.05K- 0.95% |
$332K - $376K
|
525K
$30.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-5.07K- 59.73% |
$333K - $377K
|
3.42K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-5.08K- 1.39% |
$334K - $379K
|
360K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-5.11K- 4.28% |
$336K - $381K
|
114K
$6.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.12K- 13.23% |
$337K - $382K
|
33.6K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-5.19K- 17.43% |
$341K - $387K
|
24.6K
$1.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.22K- 2.7% |
$343K - $389K
|
188K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5.3K- 26.85% |
$348K - $395K
|
14.4K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 62.48% |
$351K - $399K
|
3.21K
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.37K- 25.08% |
$353K - $400K
|
16.1K
$945K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.38K- 16.85% |
$353K - $401K
|
26.5K
$1.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-5.4K- 4.56% |
$355K - $402K
|
113K
$6.66M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-5.46K- 7.97% |
$359K - $407K
|
63.1K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5.5K- 36.3% |
$361K - $410K
|
9.65K
$568K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.55K- 0.44% |
$364K - $413K
|
1.25M
$73.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.56K- 7.78% |
$365K - $414K
|
65.9K
$3.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.67K- 2.59% |
$373K - $423K
|
214K
$12.6M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.67K- 2.91% |
$373K - $423K
|
189K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.81K- 80.93% |
$382K - $433K
|
1.37K
$80.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-5.83K- 8.86% |
$383K - $435K
|
60K
$3.53M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.89K- 24.03% |
$387K - $439K
|
18.6K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-5.9K- 5.25% |
$387K - $440K
|
106K
$6.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.02K- 11.42% |
$396K - $449K
|
46.7K
$2.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.15K- 2.25% |
$404K - $458K
|
267K
$15.7M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6.15K- 8.03% |
$404K - $458K
|
70.4K
$4.14M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.4K- 18.11% |
$420K - $477K
|
28.9K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.4K- 21.7% |
$421K - $477K
|
23.1K
$1.36M
|