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 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-611- 2.64% |
$38.9K - $43.2K
|
22.5K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-612- 2.33% |
$39K - $43.3K
|
25.7K
$1.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-623- 2.36% |
$39.7K - $44.1K
|
25.7K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-624- 7.15% |
$39.8K - $44.1K
|
8.1K
$436K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-625- 5.93% |
$39.8K - $44.2K
|
9.91K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-634- 11.54% |
$40.4K - $44.8K
|
4.86K
$262K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-635- 1.19% |
$40.5K - $44.9K
|
52.7K
$2.84M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-639- 5.03% |
$40.7K - $45.2K
|
12.1K
$651K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-639- 3.09% |
$40.7K - $45.2K
|
20K
$1.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-640- 5.31% |
$40.8K - $45.3K
|
11.4K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-642- 1.21% |
$40.9K - $45.4K
|
52.3K
$2.82M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-649- 1.0% |
$41.3K - $45.9K
|
64.6K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-650- 3.2% |
$41.4K - $46K
|
19.7K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-656- 1.97% |
$41.8K - $46.4K
|
32.6K
$1.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-658- 8.55% |
$41.9K - $46.5K
|
7.04K
$379K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-661- 3.8% |
$42.1K - $46.8K
|
16.7K
$902K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-670- 33.0% |
$42.7K - $47.4K
|
1.36K
$73.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-674- 4.09% |
$42.9K - $47.7K
|
15.8K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-675- 12.98% |
$43K - $47.7K
|
4.53K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-679- 1.75% |
$43.3K - $48K
|
38.1K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-684- 16.92% |
$43.6K - $48.4K
|
3.36K
$181K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-685- 5.11% |
$43.6K - $48.5K
|
12.7K
$686K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-686- 6.66% |
$43.7K - $48.5K
|
9.62K
$518K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-693- 2.77% |
$44.2K - $49K
|
24.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-695- 1.33% |
$44.3K - $49.2K
|
51.4K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-695- 0.14% |
$44.3K - $49.2K
|
484K
$26.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-700- 2.39% |
$44.6K - $49.5K
|
28.6K
$1.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-700- 46.08% |
$44.6K - $49.5K
|
819
$44.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-702- 0.31% |
$44.7K - $49.7K
|
224K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-703- 8.89% |
$44.8K - $49.7K
|
7.21K
$388K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-704- 16.39% |
$44.9K - $49.8K
|
3.59K
$194K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-705- 4.0% |
$44.9K - $49.9K
|
16.9K
$912K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-710- 9.03% |
$45.2K - $50.2K
|
7.15K
$385K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-713- 5.05% |
$45.4K - $50.4K
|
13.4K
$723K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-716- 2.09% |
$45.6K - $50.6K
|
33.5K
$1.81M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-717- 2.51% |
$45.7K - $50.7K
|
27.9K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-725- 8.43% |
$46.2K - $51.3K
|
7.88K
$425K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-734- 2.67% |
$46.8K - $51.9K
|
26.8K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-735- 5.02% |
$46.8K - $52K
|
13.9K
$750K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-736- 5.13% |
$46.9K - $52.1K
|
13.6K
$734K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-739- 3.64% |
$47.1K - $52.3K
|
19.5K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-741- 6.51% |
$47.2K - $52.4K
|
10.6K
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-748- 5.71% |
$47.7K - $52.9K
|
12.3K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-750- 69.51% |
$47.8K - $53.1K
|
329
$17.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-751- 6.0% |
$47.8K - $53.1K
|
11.8K
$634K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-751- 7.17% |
$47.8K - $53.1K
|
9.73K
$524K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-757- 2.86% |
$48.2K - $53.6K
|
25.7K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-758- 2.17% |
$48.3K - $53.6K
|
34.2K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-766- 1.52% |
$48.8K - $54.2K
|
49.6K
$2.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-772- 4.95% |
$49.2K - $54.6K
|
14.8K
$799K
|