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
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.42K- 2.31% |
$90.1K - $100K
|
59.8K
$3.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.42K- 0.92% |
$90.5K - $101K
|
154K
$8.95M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.42K- 11.96% |
$90.7K - $101K
|
10.5K
$610K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.45K- 3.91% |
$92.2K - $102K
|
35.6K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.45K- 9.69% |
$92.2K - $102K
|
13.5K
$785K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.46K- 1.73% |
$92.9K - $103K
|
82.9K
$4.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.47K- 0.57% |
$93.7K - $104K
|
255K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.48K- 7.66% |
$94.4K - $105K
|
17.9K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.49K- 20.64% |
$94.8K - $105K
|
5.72K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.49K- 5.5% |
$94.9K - $105K
|
25.6K
$1.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.5K- 2.32% |
$95.4K - $106K
|
62.9K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.5K- 30.28% |
$95.4K - $106K
|
3.45K
$201K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.5K- 26.85% |
$95.6K - $106K
|
4.09K
$238K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 21.58% |
$95.6K - $106K
|
5.45K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.5K- 3.95% |
$95.6K - $106K
|
36.5K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.51K- 4.84% |
$96.1K - $107K
|
29.7K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.51K- 1.04% |
$96.2K - $107K
|
144K
$8.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.52K- 1.3% |
$96.6K - $107K
|
115K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.52K- 5.91% |
$96.7K - $107K
|
24.2K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 3.78% |
$97.9K - $109K
|
39.2K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.54K- 8.48% |
$98.1K - $109K
|
16.6K
$968K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.58K- 12.86% |
$101K - $112K
|
10.7K
$623K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.59K- 13.03% |
$101K - $113K
|
10.6K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.6K- 28.67% |
$102K - $113K
|
3.98K
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.63K- 1.04% |
$104K - $115K
|
155K
$9.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-1.65K- 9.84% |
$105K - $117K
|
15.1K
$880K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.65K- 3.88% |
$105K - $117K
|
40.9K
$2.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.66K- 32.29% |
$105K - $117K
|
3.47K
$202K
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.66K- 32.29% |
$105K - $117K
|
3.47K
$202K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.67K- 0.8% |
$107K - $118K
|
207K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.68K- 9.05% |
$107K - $119K
|
16.9K
$985K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.68K- 5.76% |
$107K - $119K
|
27.6K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.69K- 5.45% |
$107K - $119K
|
29.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.69K- 6.46% |
$108K - $120K
|
24.5K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.7K- 4.37% |
$108K - $120K
|
37.1K
$2.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.7K- 1.54% |
$108K - $120K
|
109K
$6.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.73K- 2.48% |
$110K - $122K
|
67.9K
$3.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 1.91% |
$111K - $123K
|
89.2K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.74K- 1.36% |
$111K - $123K
|
126K
$7.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.75K- 21.03% |
$111K - $124K
|
6.57K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.76K- 2.7% |
$112K - $125K
|
63.4K
$3.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.77K- 11.33% |
$112K - $125K
|
13.8K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.77K- 33.08% |
$113K - $125K
|
3.58K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.77K- 4.12% |
$113K - $125K
|
41.3K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.77K- 0.71% |
$113K - $125K
|
249K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.78K- 10.11% |
$113K - $126K
|
15.8K
$920K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.78K- 15.91% |
$114K - $126K
|
9.42K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.78K- 1.84% |
$114K - $126K
|
94.8K
$5.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 2.18% |
$114K - $126K
|
80K
$4.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.79K- 12.98% |
$114K - $126K
|
12K
$698K
|