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
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-492- 1.79% |
$31.3K - $34.8K
|
27.1K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-495- 4.56% |
$31.5K - $35K
|
10.4K
$603K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-496- 0.56% |
$31.6K - $35.1K
|
88.7K
$5.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-500- 3.94% |
$31.9K - $35.4K
|
12.2K
$710K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-500- 2.0% |
$31.9K - $35.4K
|
24.5K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 9.89% |
$31.9K - $35.4K
|
4.56K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-500- 5.06% |
$31.9K - $35.4K
|
9.38K
$546K
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-500- 4.01% |
$31.9K - $35.4K
|
12K
$698K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-510- 3.81% |
$32.5K - $36.1K
|
12.9K
$751K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-513- 1.7% |
$32.7K - $36.3K
|
29.6K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-513- 2.95% |
$32.7K - $36.3K
|
16.9K
$984K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-514- 3.3% |
$32.7K - $36.4K
|
15.1K
$878K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-515- 9.55% |
$32.8K - $36.4K
|
4.88K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-515- 33.46% |
$32.8K - $36.4K
|
1.02K
$59.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-516- 2.05% |
$32.9K - $36.5K
|
24.7K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-516- 3.35% |
$32.9K - $36.5K
|
14.9K
$868K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-517- 1.35% |
$32.9K - $36.6K
|
37.7K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-524- 32.87% |
$33.4K - $37.1K
|
1.07K
$62.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-528- 0.8% |
$33.6K - $37.4K
|
65.4K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-536- 5.67% |
$34.1K - $37.9K
|
8.92K
$519K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-538- 3.09% |
$34.3K - $38.1K
|
16.9K
$984K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-541- 0.72% |
$34.5K - $38.3K
|
75.1K
$4.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-541- 9.55% |
$34.5K - $38.3K
|
5.13K
$298K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-545- 2.94% |
$34.7K - $38.6K
|
18K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-545- 2.94% |
$34.7K - $38.6K
|
18K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-545- 9.84% |
$34.7K - $38.6K
|
4.99K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-548- 0.56% |
$34.9K - $38.8K
|
97.7K
$5.69M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-550- 6.6% |
$35K - $38.9K
|
7.78K
$453K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-550- 2.59% |
$35K - $38.9K
|
20.7K
$1.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-551- 4.7% |
$35.1K - $39K
|
11.2K
$651K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-553- 1.26% |
$35.2K - $39.1K
|
43.4K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-559- 1.66% |
$35.6K - $39.5K
|
33.1K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-562- 2.93% |
$35.8K - $39.8K
|
18.6K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-566- 0.85% |
$36.1K - $40K
|
66.3K
$3.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-571- 3.85% |
$36.4K - $40.4K
|
14.2K
$829K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-575- 15.11% |
$36.6K - $40.7K
|
3.23K
$188K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-575- 1.45% |
$36.6K - $40.7K
|
39K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-580- 0.98% |
$37K - $41K
|
58.9K
$3.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-585- 0.26% |
$37.3K - $41.4K
|
221K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-587- 0.55% |
$37.4K - $41.5K
|
107K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-587- 0.55% |
$37.4K - $41.5K
|
106K
$6.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-598- 3.46% |
$38.1K - $42.3K
|
16.7K
$973K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-600- 8.81% |
$38.2K - $42.4K
|
6.21K
$362K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-602- 3.93% |
$38.4K - $42.6K
|
14.7K
$857K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-611- 2.64% |
$38.9K - $43.2K
|
22.5K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-612- 2.33% |
$39K - $43.3K
|
25.7K
$1.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-623- 2.36% |
$39.7K - $44.1K
|
25.7K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-624- 7.15% |
$39.8K - $44.1K
|
8.1K
$472K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-625- 5.93% |
$39.8K - $44.2K
|
9.91K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-634- 11.54% |
$40.4K - $44.8K
|
4.86K
$283K
|