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 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.83K- 15.97% |
$117K - $129K
|
9.62K
$560K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.85K- 14.16% |
$118K - $131K
|
11.2K
$651K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.86K- 6.41% |
$118K - $131K
|
27.1K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.87K- 20.48% |
$119K - $132K
|
7.26K
$423K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.87K- 7.35% |
$119K - $132K
|
23.6K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.89K- 23.67% |
$120K - $134K
|
6.09K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.89K- 8.85% |
$121K - $134K
|
19.5K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.92K- 9.12% |
$122K - $135K
|
19.1K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
SELL
|
- |
-1.93K- 0.82% |
$123K - $136K
|
232K
$13.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.94K- 10.76% |
$124K - $137K
|
16.1K
$939K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.97K- 7.44% |
$126K - $139K
|
24.5K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2K- 20.17% |
$127K - $141K
|
7.9K
$460K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2K- 2.58% |
$127K - $141K
|
75.2K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2K- 2.81% |
$127K - $142K
|
69.2K
$4.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2K- 14.89% |
$128K - $142K
|
11.4K
$667K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.01K- 0.36% |
$128K - $142K
|
553K
$32.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.02K- 35.22% |
$129K - $143K
|
3.71K
$216K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.02K- 6.22% |
$129K - $143K
|
30.4K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 19.33% |
$129K - $143K
|
8.45K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.06K- 16.98% |
$131K - $146K
|
10.1K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.08K- 22.22% |
$132K - $147K
|
7.26K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.08K- 7.18% |
$132K - $147K
|
26.8K
$1.56M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.08K- 21.47% |
$133K - $147K
|
7.61K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-2.11K- 0.56% |
$134K - $149K
|
377K
$22M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.12K- 7.39% |
$135K - $150K
|
26.6K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 2.23% |
$136K - $151K
|
93.8K
$5.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-2.16K- 19.09% |
$138K - $153K
|
9.16K
$533K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.17K- 3.56% |
$138K - $153K
|
58.7K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.18K- 10.75% |
$139K - $154K
|
18.1K
$1.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-2.2K- 1.47% |
$140K - $155K
|
147K
$8.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-2.24K- 7.8% |
$143K - $158K
|
26.5K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.24K- 0.56% |
$143K - $159K
|
395K
$23M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.3K- 10.8% |
$147K - $163K
|
19K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.3K- 3.16% |
$147K - $163K
|
70.6K
$4.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.31K- 4.65% |
$147K - $163K
|
47.4K
$2.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.32K- 32.14% |
$148K - $164K
|
4.89K
$285K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.32K- 3.09% |
$148K - $164K
|
72.7K
$4.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.35K- 1.93% |
$150K - $166K
|
119K
$6.96M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.36K- 0.69% |
$150K - $167K
|
339K
$19.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.38K- 11.38% |
$152K - $168K
|
18.5K
$1.08M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.38K- 10.91% |
$152K - $168K
|
19.4K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.41K- 2.79% |
$154K - $171K
|
84.2K
$4.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.42K- 25.02% |
$154K - $171K
|
7.27K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-2.43K- 6.28% |
$154K - $172K
|
36.2K
$2.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.43K- 32.5% |
$155K - $172K
|
5.05K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.45K- 2.69% |
$156K - $173K
|
88.4K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.45K- 0.77% |
$156K - $173K
|
318K
$18.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-2.47K- 7.72% |
$157K - $175K
|
29.5K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-2.48K- 16.24% |
$158K - $175K
|
12.8K
$745K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.48K- 5.42% |
$158K - $176K
|
43.3K
$2.52M
|