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 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.04K- 5.1% |
$65.9K - $73.2K
|
19.2K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.04K- 12.58% |
$66.1K - $73.4K
|
7.21K
$425K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.05K- 3.01% |
$66.9K - $74.3K
|
33.9K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.05K- 17.76% |
$66.9K - $74.3K
|
4.86K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.07K- 4.42% |
$68.2K - $75.7K
|
23.2K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.09K- 1.81% |
$69.3K - $76.9K
|
58.9K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.1K- 3.27% |
$70.2K - $78K
|
32.6K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.1K- 9.96% |
$70.3K - $78K
|
9.97K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.64% |
$71.2K - $79K
|
41.3K
$2.43M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.12K- 5.13% |
$71.5K - $79.4K
|
20.8K
$1.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.13K- 0.71% |
$71.7K - $79.6K
|
156K
$9.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.14K- 3.24% |
$72.4K - $80.4K
|
34K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.14K- 15.67% |
$72.6K - $80.6K
|
6.14K
$361K
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.15K- 9.35% |
$73.3K - $81.4K
|
11.2K
$656K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.15K- 2.17% |
$73.4K - $81.5K
|
51.8K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.16K- 1.46% |
$73.6K - $81.7K
|
77.8K
$4.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.16K- 17.75% |
$73.9K - $82.1K
|
5.38K
$317K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.17K- 7.97% |
$74.3K - $82.5K
|
13.5K
$792K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.17K- 26.72% |
$74.8K - $83K
|
3.22K
$190K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.18K- 3.47% |
$75.2K - $83.5K
|
32.8K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.19K- 9.87% |
$76K - $84.4K
|
10.9K
$642K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.2K- 4.53% |
$76.2K - $84.6K
|
25.2K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.2K- 23.08% |
$76.5K - $84.9K
|
4K
$235K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.2K- 4.15% |
$76.7K - $85.2K
|
27.8K
$1.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 13.44% |
$76.8K - $85.2K
|
7.76K
$457K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-1.21K- 18.2% |
$77K - $85.5K
|
5.43K
$320K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.22K- 3.9% |
$77.9K - $86.4K
|
30.1K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.23K- 1.74% |
$78.1K - $86.7K
|
69.1K
$4.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 2.53% |
$79.4K - $88.2K
|
48K
$2.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.27K- 4.49% |
$80.7K - $89.6K
|
26.9K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.27K- 0.87% |
$80.9K - $89.8K
|
144K
$8.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.27K- 22.05% |
$81.1K - $90.1K
|
4.5K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.27K- 5.85% |
$81.1K - $90.1K
|
20.5K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.29K- 13.29% |
$82.4K - $91.5K
|
8.44K
$497K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.3K- 13.17% |
$82.6K - $91.7K
|
8.55K
$503K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.3K- 6.06% |
$82.8K - $92K
|
20.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.3K- 15.2% |
$82.9K - $92K
|
7.26K
$427K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.3K- 14.75% |
$83K - $92.2K
|
7.53K
$443K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.32K- 8.22% |
$84K - $93.3K
|
14.7K
$867K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.32K- 24.54% |
$84.2K - $93.5K
|
4.07K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.33K- 25.89% |
$84.5K - $93.9K
|
3.8K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 1.25% |
$85.3K - $94.7K
|
105K
$6.21M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 6.6% |
$85.4K - $94.8K
|
19K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.34K- 2.27% |
$85.5K - $94.9K
|
57.8K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.38K- 4.09% |
$87.6K - $97.3K
|
32.3K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 39.69% |
$88.9K - $98.7K
|
2.12K
$125K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.4K- 1.18% |
$89K - $98.8K
|
117K
$6.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-1.4K- 3.25% |
$89.1K - $98.9K
|
41.6K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.4K- 1.01% |
$89.2K - $99K
|
137K
$8.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.41K- 12.7% |
$89.6K - $99.5K
|
9.66K
$569K
|