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 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-147- 1.19% |
$9.37K - $10.4K
|
12.2K
$659K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-148- 2.33% |
$9.43K - $10.5K
|
6.21K
$334K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-150- 2.61% |
$9.56K - $10.6K
|
5.6K
$302K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-150- 1.36% |
$9.56K - $10.6K
|
10.9K
$588K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-150- 3.46% |
$9.56K - $10.6K
|
4.18K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-150- 1.18% |
$9.56K - $10.6K
|
12.5K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 2.61% |
$9.56K - $10.6K
|
5.6K
$302K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-151- 1.31% |
$9.62K - $10.7K
|
11.4K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-151- 6.34% |
$9.62K - $10.7K
|
2.23K
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-151- 2.18% |
$9.62K - $10.7K
|
6.78K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-152- 0.31% |
$9.68K - $10.8K
|
49K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-153- 1.9% |
$9.75K - $10.8K
|
7.9K
$426K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-157- 1.67% |
$10K - $11.1K
|
9.25K
$498K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-157- 0.9% |
$10K - $11.1K
|
17.3K
$930K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-158- 0.23% |
$10.1K - $11.2K
|
67.3K
$3.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-159- 2.49% |
$10.1K - $11.2K
|
6.23K
$336K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-159- 0.87% |
$10.1K - $11.2K
|
18.2K
$978K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-162- 0.16% |
$10.3K - $11.5K
|
102K
$5.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-162- 3.63% |
$10.3K - $11.5K
|
4.3K
$232K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-162- 80.2% |
$10.3K - $11.5K
|
40
$2.16K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-166- 0.75% |
$10.6K - $11.7K
|
22K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-170- 37.36% |
$10.8K - $12K
|
285
$15.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-172- 2.34% |
$11K - $12.2K
|
7.18K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-174- 1.95% |
$11.1K - $12.3K
|
8.74K
$471K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-175- 3.67% |
$11.1K - $12.4K
|
4.6K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-179- 2.65% |
$11.4K - $12.7K
|
6.58K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-180- 3.38% |
$11.5K - $12.7K
|
5.14K
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-182- 9.71% |
$11.6K - $12.9K
|
1.69K
$91.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-185- 3.79% |
$11.8K - $13.1K
|
4.7K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-185- 2.13% |
$11.8K - $13.1K
|
8.52K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-185- 0.51% |
$11.8K - $13.1K
|
35.9K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-187- 14.71% |
$11.9K - $13.2K
|
1.08K
$58.4K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-187- 0.39% |
$11.9K - $13.2K
|
47.9K
$2.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-191- 5.36% |
$12.2K - $13.5K
|
3.37K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-192- 0.21% |
$12.2K - $13.6K
|
92.2K
$4.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-192- 2.65% |
$12.2K - $13.6K
|
7.06K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-193- 4.54% |
$12.3K - $13.7K
|
4.06K
$219K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-195- 0.86% |
$12.4K - $13.8K
|
22.5K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-197- 4.94% |
$12.6K - $13.9K
|
3.79K
$204K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
SELL
|
- |
-198- 0.43% |
$12.6K - $14K
|
45.4K
$2.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-198- 5.51% |
$12.6K - $14K
|
3.39K
$183K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 1.85% |
$12.7K - $14.1K
|
10.5K
$568K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 4.2% |
$12.7K - $14.1K
|
4.56K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-200- 5.9% |
$12.7K - $14.1K
|
3.19K
$172K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-200- 3.29% |
$12.7K - $14.1K
|
5.88K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-200- 1.47% |
$12.7K - $14.1K
|
13.4K
$722K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-200- 2.37% |
$12.7K - $14.1K
|
8.25K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-201- 77.61% |
$12.8K - $14.2K
|
58
$3.13K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-203- 0.66% |
$12.9K - $14.4K
|
30.4K
$1.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-205- 3.88% |
$13.1K - $14.5K
|
5.08K
$274K
|