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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-284- 0.71% |
$18.1K - $20.1K
|
39.6K
$2.33M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-289- 1.49% |
$18.4K - $20.4K
|
19.1K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-291- 0.86% |
$18.5K - $20.6K
|
33.6K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-292- 6.41% |
$18.6K - $20.7K
|
4.26K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-296- 2.92% |
$18.9K - $20.9K
|
9.84K
$578K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-299- 80.81% |
$19K - $21.2K
|
71
$4.17K
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-300- 14.29% |
$19.1K - $21.2K
|
1.8K
$106K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-300- 2.48% |
$19.1K - $21.2K
|
11.8K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-300- 20.13% |
$19.1K - $21.2K
|
1.19K
$69.9K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-300- 4.24% |
$19.1K - $21.2K
|
6.78K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-300- 1.56% |
$19.1K - $21.2K
|
19K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 0.96% |
$19.1K - $21.2K
|
30.9K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 2.64% |
$19.1K - $21.2K
|
11K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-301- 5.18% |
$19.2K - $21.3K
|
5.51K
$324K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-301- 10.49% |
$19.2K - $21.3K
|
2.57K
$151K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-302- 50.67% |
$19.2K - $21.4K
|
294
$17.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-304- 5.19% |
$19.4K - $21.5K
|
5.56K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-306- 2.28% |
$19.5K - $21.6K
|
13.1K
$770K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-312- 1.43% |
$19.9K - $22.1K
|
21.5K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-313- 1.35% |
$19.9K - $22.1K
|
22.8K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-319- 0.46% |
$20.3K - $22.6K
|
68.8K
$4.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-320- 7.59% |
$20.4K - $22.6K
|
3.89K
$229K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 4.65% |
$20.4K - $22.6K
|
6.57K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-320- 7.55% |
$20.4K - $22.6K
|
3.92K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-323- 2.15% |
$20.6K - $22.8K
|
14.7K
$866K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-324- 0.58% |
$20.6K - $22.9K
|
55.9K
$3.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-330- 2.23% |
$21K - $23.3K
|
14.5K
$851K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-334- 1.1% |
$21.3K - $23.6K
|
30K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-336- 3.06% |
$21.4K - $23.8K
|
10.6K
$625K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-339- 0.34% |
$21.6K - $24K
|
98.5K
$5.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-340- 3.25% |
$21.7K - $24.1K
|
10.1K
$595K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-340- 2.91% |
$21.7K - $24.1K
|
11.3K
$667K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-346- 3.46% |
$22K - $24.5K
|
9.64K
$567K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-347- 0.49% |
$22.1K - $24.5K
|
70.2K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-347- 2.6% |
$22.1K - $24.5K
|
13K
$765K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-348- 6.64% |
$22.2K - $24.6K
|
4.89K
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-350- 1.61% |
$22.3K - $24.8K
|
21.4K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-350- 2.13% |
$22.3K - $24.8K
|
16.1K
$945K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-352- 1.16% |
$22.4K - $24.9K
|
30K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-355- 1.37% |
$22.6K - $25.1K
|
25.5K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-355- 8.16% |
$22.6K - $25.1K
|
4K
$235K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-359- 1.02% |
$22.9K - $25.4K
|
35K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-360- 2.88% |
$22.9K - $25.5K
|
12.1K
$713K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-365- 1.62% |
$23.3K - $25.8K
|
22.2K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-365- 2.95% |
$23.3K - $25.8K
|
12K
$705K
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-371- 9.88% |
$23.6K - $26.2K
|
3.38K
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-372- 1.44% |
$23.7K - $26.3K
|
25.4K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-381- 4.82% |
$24.3K - $27K
|
7.52K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-383- 37.88% |
$24.4K - $27.1K
|
628
$36.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-388- 10.32% |
$24.7K - $27.4K
|
3.37K
$198K
|