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
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-59- 0.22% |
$3.76K - $4.17K
|
26.3K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 0.63% |
$3.82K - $4.24K
|
9.43K
$549K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-60- 0.99% |
$3.82K - $4.24K
|
6.03K
$351K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-60- 6.98% |
$3.82K - $4.24K
|
800
$46.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-65- 1.82% |
$4.14K - $4.6K
|
3.51K
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-68- 0.28% |
$4.33K - $4.81K
|
24K
$1.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-70- 0.69% |
$4.46K - $4.95K
|
10.1K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-70- 1.03% |
$4.46K - $4.95K
|
6.71K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-70- 0.45% |
$4.46K - $4.95K
|
15.5K
$903K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-71- 0.37% |
$4.52K - $5.02K
|
19.2K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-74- 17.54% |
$4.71K - $5.23K
|
348
$20.3K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-74- 0.92% |
$4.71K - $5.23K
|
7.96K
$463K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-74- 0.26% |
$4.71K - $5.23K
|
28.9K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-75- 0.85% |
$4.78K - $5.31K
|
8.75K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 1.54% |
$4.78K - $5.31K
|
4.79K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-75- 0.19% |
$4.78K - $5.31K
|
39.7K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-76- 0.71% |
$4.84K - $5.38K
|
10.6K
$618K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-76- 0.31% |
$4.84K - $5.38K
|
24.1K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-77- 1.11% |
$4.91K - $5.45K
|
6.88K
$401K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-80- 7.05% |
$5.1K - $5.66K
|
1.05K
$61.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-80- 1.19% |
$5.1K - $5.66K
|
6.66K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-80- 2.33% |
$5.1K - $5.66K
|
3.36K
$195K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-82- 0.38% |
$5.22K - $5.8K
|
21.5K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-82- 1.43% |
$5.22K - $5.8K
|
5.64K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-83- 0.29% |
$5.29K - $5.87K
|
28.4K
$1.65M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-83- 1.01% |
$5.29K - $5.87K
|
8.14K
$474K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-83- 0.29% |
$5.29K - $5.87K
|
28.4K
$1.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-85- 0.52% |
$5.42K - $6.01K
|
16.2K
$945K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-85- 2.66% |
$5.42K - $6.01K
|
3.11K
$181K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-88- 2.64% |
$5.61K - $6.23K
|
3.24K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-88- 0.33% |
$5.61K - $6.23K
|
26.8K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-90- 2.75% |
$5.73K - $6.37K
|
3.18K
$185K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-91- 0.08% |
$5.8K - $6.44K
|
110K
$6.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-92- 0.75% |
$5.86K - $6.51K
|
12.2K
$713K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-95- 0.45% |
$6.05K - $6.72K
|
20.9K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-96- 1.29% |
$6.12K - $6.79K
|
7.37K
$429K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-97- 0.19% |
$6.18K - $6.86K
|
50.8K
$2.96M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-98- 1.93% |
$6.24K - $6.93K
|
4.98K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-98- 2.39% |
$6.24K - $6.93K
|
4.01K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-98- 2.69% |
$6.24K - $6.93K
|
3.55K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-98- 2.69% |
$6.24K - $6.93K
|
3.55K
$207K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-100- 0.75% |
$6.37K - $7.07K
|
13.2K
$771K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100- 0.96% |
$6.37K - $7.07K
|
10.3K
$599K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-100- 2.55% |
$6.37K - $7.07K
|
3.83K
$223K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.62% |
$6.37K - $7.07K
|
16.2K
$940K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-100- 2.69% |
$6.37K - $7.07K
|
3.62K
$211K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-100- 1.58% |
$6.37K - $7.07K
|
6.22K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 2.93% |
$6.37K - $7.07K
|
3.32K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 1.32% |
$6.37K - $7.07K
|
7.5K
$436K
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-100- 2.55% |
$6.37K - $7.07K
|
3.83K
$223K
|