Purchases and Sales Made in Q1 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2024. 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 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-188- 2.86% |
$9.02K - $10.2K
|
6.38K
$377K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-188- 0.05% |
$9.02K - $10.2K
|
391K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-189- 1.86% |
$9.07K - $10.3K
|
9.97K
$590K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-189- 1.84% |
$9.07K - $10.3K
|
10.1K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-192- 7.75% |
$9.21K - $10.4K
|
2.29K
$135K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-196- 1.04% |
$9.4K - $10.7K
|
18.7K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-197- 0.96% |
$9.45K - $10.7K
|
20.4K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-200- 43.38% |
$9.6K - $10.9K
|
261
$15.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-200- 2.42% |
$9.6K - $10.9K
|
8.05K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-200- 4.76% |
$9.6K - $10.9K
|
4K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-200- 2.47% |
$9.6K - $10.9K
|
7.88K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Capital Management Inc
|
SELL
|
- |
-200- 1.94% |
$9.6K - $10.9K
|
10.1K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.06% |
$9.6K - $10.9K
|
353K
$20.9M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 0.86% |
$9.6K - $10.9K
|
23.1K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-202- 4.92% |
$9.69K - $11K
|
3.91K
$231K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-203- 1.15% |
$9.74K - $11K
|
17.4K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-205- 2.76% |
$9.84K - $11.2K
|
7.22K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-205- 1.04% |
$9.84K - $11.2K
|
19.5K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-207- 2.82% |
$9.93K - $11.3K
|
7.13K
$422K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-209- 1.44% |
$10K - $11.4K
|
14.3K
$843K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-210- 3.99% |
$10.1K - $11.4K
|
5.05K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-211- 41.29% |
$10.1K - $11.5K
|
300
$17.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-212- 3.1% |
$10.2K - $11.5K
|
6.63K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-212- 3.17% |
$10.2K - $11.5K
|
6.47K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-214- 0.47% |
$10.3K - $11.6K
|
45.5K
$2.69M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-215- 3.61% |
$10.3K - $11.7K
|
5.74K
$339K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-221- 1.4% |
$10.6K - $12K
|
15.6K
$924K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-225- 4.52% |
$10.8K - $12.2K
|
4.75K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-226- 1.56% |
$10.8K - $12.3K
|
14.2K
$843K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-228- 1.14% |
$10.9K - $12.4K
|
19.7K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-232- 0.87% |
$11.1K - $12.6K
|
26.4K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-233- 5.01% |
$11.2K - $12.7K
|
4.42K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-237- 4.23% |
$11.4K - $12.9K
|
5.36K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-237- 3.47% |
$11.4K - $12.9K
|
6.6K
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-239- 6.44% |
$11.5K - $13K
|
3.48K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-239- 4.37% |
$11.5K - $13K
|
5.23K
$309K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-240- 5.31% |
$11.5K - $13.1K
|
4.28K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-240- 5.75% |
$11.5K - $13.1K
|
3.94K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-242- 0.84% |
$11.6K - $13.2K
|
28.6K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-248- 1.16% |
$11.9K - $13.5K
|
21.1K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-250- 0.9% |
$12K - $13.6K
|
27.4K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-250- 2.3% |
$12K - $13.6K
|
10.6K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-251- 4.28% |
$12K - $13.7K
|
5.61K
$332K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-269- 1.49% |
$12.9K - $14.6K
|
17.8K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-269- 1.24% |
$12.9K - $14.6K
|
21.5K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-270- 6.15% |
$13K - $14.7K
|
4.12K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-273- 4.57% |
$13.1K - $14.9K
|
5.7K
$337K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-275- 0.23% |
$13.2K - $15K
|
121K
$7.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-276- 5.04% |
$13.2K - $15K
|
5.2K
$307K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-279- 11.04% |
$13.4K - $15.2K
|
2.25K
$133K
|