Purchases and Sales Made in Q2 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-23- 0.05% |
$1.47K - $1.63K
|
48.7K
$2.83M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-23- 0.5% |
$1.47K - $1.63K
|
4.54K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-24- 0.03% |
$1.53K - $1.7K
|
73K
$4.25M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.08% |
$1.59K - $1.77K
|
31K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-26- 0.02% |
$1.66K - $1.84K
|
113K
$6.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-26- 0.79% |
$1.66K - $1.84K
|
3.28K
$191K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-26- 2.02% |
$1.66K - $1.84K
|
1.26K
$73.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-28- 0.59% |
$1.78K - $1.98K
|
4.69K
$273K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-28- 0.45% |
$1.78K - $1.98K
|
6.14K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-28- 0.59% |
$1.78K - $1.98K
|
4.75K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-29- 1.09% |
$1.85K - $2.05K
|
2.63K
$153K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-30- 42.25% |
$1.91K - $2.12K
|
41
$2.39K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-30- 0.05% |
$1.91K - $2.12K
|
63.7K
$3.71M
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-30- 0.14% |
$1.91K - $2.12K
|
21.1K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-32- 0.16% |
$2.04K - $2.26K
|
19.4K
$1.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-34- 0.77% |
$2.17K - $2.41K
|
4.38K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-34- 0.43% |
$2.17K - $2.41K
|
7.95K
$463K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-35- 0.33% |
$2.23K - $2.48K
|
10.5K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-35- 1.34% |
$2.23K - $2.48K
|
2.58K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 0.78% |
$2.23K - $2.48K
|
4.45K
$259K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-36- 0.43% |
$2.29K - $2.55K
|
8.28K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-36- 0.54% |
$2.29K - $2.55K
|
6.68K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-36- 0.86% |
$2.29K - $2.55K
|
4.16K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 0.63% |
$2.29K - $2.55K
|
5.69K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-38- 0.86% |
$2.42K - $2.69K
|
4.37K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-40- 0.02% |
$2.55K - $2.83K
|
190K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-40- 0.22% |
$2.55K - $2.83K
|
18K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-42- 0.12% |
$2.68K - $2.97K
|
35.3K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-42- 0.7% |
$2.68K - $2.97K
|
5.93K
$345K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-43- 2.88% |
$2.74K - $3.04K
|
1.45K
$84.4K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-43- 2.88% |
$2.74K - $3.04K
|
1.45K
$84.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-46- 0.4% |
$2.93K - $3.25K
|
11.5K
$672K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-46- 0.07% |
$2.93K - $3.25K
|
61.9K
$3.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-48- 0.55% |
$3.06K - $3.4K
|
8.64K
$503K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-48- 0.55% |
$3.06K - $3.4K
|
8.64K
$503K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-49- 0.32% |
$3.12K - $3.47K
|
15.4K
$896K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.12% |
$3.19K - $3.54K
|
41.1K
$2.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.26% |
$3.19K - $3.54K
|
19.2K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-50- 6.54% |
$3.19K - $3.54K
|
715
$41.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-50- 0.43% |
$3.19K - $3.54K
|
11.7K
$681K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 0.95% |
$3.19K - $3.54K
|
5.2K
$303K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-50- 0.2% |
$3.19K - $3.54K
|
25.5K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 0.18% |
$3.19K - $3.54K
|
27.9K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-50- 1.08% |
$3.19K - $3.54K
|
4.6K
$268K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-52- 1.0% |
$3.31K - $3.68K
|
5.16K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-56- 5.87% |
$3.57K - $3.96K
|
898
$52.3K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-56- 1.66% |
$3.57K - $3.96K
|
3.31K
$193K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-57- 9.24% |
$3.63K - $4.03K
|
560
$32.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-57- 1.25% |
$3.63K - $4.03K
|
4.5K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-58- 1.21% |
$3.7K - $4.1K
|
4.75K
$276K
|