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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-280- 1.81% |
$13.4K - $15.2K
|
15.2K
$898K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-283- 1.0% |
$13.6K - $15.4K
|
28K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-284- 2.05% |
$13.6K - $15.4K
|
13.6K
$802K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-285- 3.57% |
$13.7K - $15.5K
|
7.71K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-285- 6.33% |
$13.7K - $15.5K
|
4.21K
$249K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-287- 41.41% |
$13.8K - $15.6K
|
406
$24K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-288- 0.52% |
$13.8K - $15.7K
|
55K
$3.25M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-289- 0.88% |
$13.9K - $15.7K
|
32.6K
$1.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-296- 0.95% |
$14.2K - $16.1K
|
30.8K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-300- 70.59% |
$14.4K - $16.3K
|
125
$7.39K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-301- 80.27% |
$14.4K - $16.4K
|
74
$4.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-302- 4.42% |
$14.5K - $16.4K
|
6.53K
$386K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-304- 5.43% |
$14.6K - $16.5K
|
5.3K
$313K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-305- 2.59% |
$14.6K - $16.6K
|
11.5K
$680K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-307- 7.55% |
$14.7K - $16.7K
|
3.76K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-310- 6.14% |
$14.9K - $16.9K
|
4.74K
$280K
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-315- 0.72% |
$15.1K - $17.1K
|
43.7K
$2.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-315- 2.7% |
$15.1K - $17.1K
|
11.4K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-315- 67.74% |
$15.1K - $17.1K
|
150
$8.87K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-316- 3.3% |
$15.2K - $17.2K
|
9.27K
$548K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-317- 4.14% |
$15.2K - $17.2K
|
7.35K
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-318- 4.81% |
$15.3K - $17.3K
|
6.3K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-321- 3.22% |
$15.4K - $17.5K
|
9.65K
$571K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-323- 2.5% |
$15.5K - $17.6K
|
12.6K
$745K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-347- 17.05% |
$16.6K - $18.9K
|
1.69K
$99.8K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-347- 2.4% |
$16.6K - $18.9K
|
14.1K
$835K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-348- 1.98% |
$16.7K - $18.9K
|
17.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-350- 4.31% |
$16.8K - $19K
|
7.78K
$460K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-357- 4.05% |
$17.1K - $19.4K
|
8.46K
$501K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-358- 1.74% |
$17.2K - $19.5K
|
20.2K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-365- 19.62% |
$17.5K - $19.9K
|
1.5K
$88.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-370- 4.1% |
$17.8K - $20.1K
|
8.66K
$512K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-376- 0.72% |
$18K - $20.5K
|
52.2K
$3.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-379- 3.67% |
$18.2K - $20.6K
|
9.96K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-387- 0.35% |
$18.6K - $21.1K
|
112K
$6.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-391- 5.2% |
$18.8K - $21.3K
|
7.13K
$421K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-395- 5.52% |
$19K - $21.5K
|
6.76K
$400K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-396- 4.2% |
$19K - $21.5K
|
9.04K
$535K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-400- 3.97% |
$19.2K - $21.8K
|
9.68K
$572K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 6.13% |
$19.2K - $21.8K
|
6.13K
$363K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-400- 3.7% |
$19.2K - $21.8K
|
10.4K
$615K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 2.24% |
$19.2K - $21.8K
|
17.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-400- 7.33% |
$19.2K - $21.8K
|
5.05K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-411- 5.74% |
$19.7K - $22.4K
|
6.76K
$399K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-412- 5.85% |
$19.8K - $22.4K
|
6.63K
$392K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-413- 3.74% |
$19.8K - $22.5K
|
10.6K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-413- 7.03% |
$19.8K - $22.5K
|
5.46K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-414- 5.99% |
$19.9K - $22.5K
|
6.5K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-415- 19.37% |
$19.9K - $22.6K
|
1.73K
$102K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-417- 4.96% |
$20K - $22.7K
|
8K
$473K
|