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 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-390- 7.58% |
$24.8K - $27.6K
|
4.76K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-390- 5.31% |
$24.8K - $27.6K
|
6.96K
$409K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-391- 2.93% |
$24.9K - $27.7K
|
13K
$762K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-391- 37.7% |
$24.9K - $27.7K
|
646
$38K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-392- 2.68% |
$25K - $27.7K
|
14.2K
$837K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-394- 10.76% |
$25.1K - $27.9K
|
3.27K
$192K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-394- 1.21% |
$25.1K - $27.9K
|
32K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-395- 1.67% |
$25.2K - $27.9K
|
23.3K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-400- 73.39% |
$25.5K - $28.3K
|
145
$8.52K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-400- 2.49% |
$25.5K - $28.3K
|
15.6K
$920K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-400- 6.97% |
$25.5K - $28.3K
|
5.34K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-403- 2.83% |
$25.7K - $28.5K
|
13.9K
$814K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-408- 6.0% |
$26K - $28.9K
|
6.39K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-409- 5.87% |
$26.1K - $28.9K
|
6.56K
$386K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-409- 10.7% |
$26.1K - $28.9K
|
3.41K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-412- 3.21% |
$26.2K - $29.1K
|
12.4K
$730K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-418Closed |
$26.6K - $29.6K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-421- 8.04% |
$26.8K - $29.8K
|
4.82K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-421- 8.63% |
$26.8K - $29.8K
|
4.46K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-425- 4.71% |
$27.1K - $30.1K
|
8.59K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-427- 0.24% |
$27.2K - $30.2K
|
179K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-430- 2.16% |
$27.4K - $30.4K
|
19.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-434- 8.16% |
$27.7K - $30.7K
|
4.89K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-441- 0.96% |
$28.1K - $31.2K
|
45.7K
$2.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-442- 4.91% |
$28.2K - $31.3K
|
8.56K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-448- 0.03% |
$28.5K - $31.7K
|
1.61M
$94.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-448- 1.01% |
$28.5K - $31.7K
|
43.8K
$2.58M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-450- 2.54% |
$28.7K - $31.8K
|
17.3K
$1.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-450- 3.72% |
$28.7K - $31.8K
|
11.6K
$685K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-450- 1.75% |
$28.7K - $31.8K
|
25.3K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-450- 0.75% |
$28.7K - $31.8K
|
59.8K
$3.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-451- 7.14% |
$28.7K - $31.9K
|
5.87K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-452- 2.54% |
$28.8K - $32K
|
17.4K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-462- 0.66% |
$29.4K - $32.7K
|
69.9K
$4.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-464- 0.82% |
$29.6K - $32.8K
|
56.4K
$3.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-464- 0.87% |
$29.6K - $32.8K
|
52.9K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-466- 4.11% |
$29.7K - $33K
|
10.9K
$639K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-469- 3.18% |
$29.9K - $33.2K
|
14.3K
$839K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-470- 3.08% |
$29.9K - $33.2K
|
14.8K
$868K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-471- 1.15% |
$30K - $33.3K
|
40.6K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-471- 8.68% |
$30K - $33.3K
|
4.95K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-475- 1.51% |
$30.3K - $33.6K
|
31.1K
$1.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-476- 1.46% |
$30.3K - $33.7K
|
32K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-476- 6.16% |
$30.3K - $33.7K
|
7.25K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-478- 8.76% |
$30.5K - $33.8K
|
4.98K
$293K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-478- 40.78% |
$30.5K - $33.8K
|
694
$40.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-479- 3.52% |
$30.5K - $33.9K
|
13.1K
$772K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-481- 4.01% |
$30.6K - $34K
|
11.5K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-490- 1.49% |
$31.2K - $34.7K
|
32.4K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-492- 6.08% |
$31.3K - $34.8K
|
7.6K
$446K
|