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 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.38K- 16.66% |
$66.4K - $75.3K
|
6.92K
$409K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.39K- 1.0% |
$66.8K - $75.8K
|
137K
$8.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 29.38% |
$67.7K - $76.7K
|
3.39K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.42K- 1.45% |
$67.9K - $77K
|
96K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 9.75% |
$68.1K - $77.2K
|
13.1K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.44K- 3.43% |
$69.1K - $78.3K
|
40.6K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.46K- 1.73% |
$70.2K - $79.6K
|
83.3K
$4.92M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.28% |
$70.3K - $79.8K
|
515K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.49K- 12.37% |
$71.6K - $81.2K
|
10.6K
$625K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 93.69% |
$72K - $81.6K
|
101
$5.97K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.5K- 4.19% |
$72K - $81.7K
|
34.3K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.52K- 12.66% |
$72.7K - $82.4K
|
10.5K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.52K- 14.71% |
$72.8K - $82.6K
|
8.8K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.53K- 8.96% |
$73.5K - $83.3K
|
15.6K
$920K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.59K- 26.0% |
$76K - $86.2K
|
4.51K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.59K- 5.49% |
$76.5K - $86.7K
|
27.4K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.6K- 9.29% |
$76.7K - $87K
|
15.6K
$923K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.6K- 13.86% |
$76.8K - $87K
|
9.94K
$588K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.6K- 5.99% |
$77K - $87.3K
|
25.2K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.61K- 32.41% |
$77.2K - $87.6K
|
3.36K
$199K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.61K- 4.63% |
$77.3K - $87.7K
|
33.2K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.64K- 54.44% |
$78.6K - $89.1K
|
1.37K
$81.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.64K- 2.3% |
$78.8K - $89.3K
|
69.7K
$4.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.65K- 12.91% |
$78.9K - $89.5K
|
11.1K
$656K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.67K- 2.4% |
$80K - $90.7K
|
67.9K
$4.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.67K- 3.08% |
$80.1K - $90.8K
|
52.6K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.68K- 15.21% |
$80.5K - $91.2K
|
9.35K
$553K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.69K- 9.06% |
$80.9K - $91.7K
|
16.9K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.69K- 2.45% |
$80.9K - $91.7K
|
67K
$3.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 24.41% |
$82.3K - $93.4K
|
5.31K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.72K- 4.59% |
$82.4K - $93.5K
|
35.7K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.72K- 37.96% |
$82.7K - $93.7K
|
2.82K
$167K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.73K- 5.53% |
$82.8K - $93.8K
|
29.5K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.75K- 2.75% |
$84K - $95.2K
|
61.8K
$3.66M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.75K- 4.73% |
$84K - $95.2K
|
35.2K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.76K- 16.65% |
$84.3K - $95.5K
|
8.79K
$520K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 9.29% |
$84.5K - $95.9K
|
17.2K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.77K- 18.7% |
$85.1K - $96.5K
|
7.71K
$456K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.79K- 4.83% |
$85.9K - $97.4K
|
35.2K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.8K- 27.95% |
$86.4K - $97.9K
|
4.64K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.8K- 1.43% |
$86.4K - $97.9K
|
124K
$7.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.84K- 19.68% |
$88.4K - $100K
|
7.52K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.85K- 2.41% |
$88.8K - $101K
|
75K
$4.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.88K- 4.05% |
$90.3K - $102K
|
44.6K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.9K- 18.27% |
$91.1K - $103K
|
8.49K
$502K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.92K- 17.18% |
$92K - $104K
|
9.24K
$547K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.93K- 12.61% |
$92.6K - $105K
|
13.4K
$791K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 10.52% |
$93K - $105K
|
16.5K
$976K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.95K- 6.86% |
$93.5K - $106K
|
26.4K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 13.2% |
$93.5K - $106K
|
12.8K
$758K
|