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 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.36K- 8.81% |
$214K - $238K
|
34.8K
$1.88M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.37KClosed |
$214K - $238K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 2.66% |
$219K - $243K
|
126K
$6.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.45K- 7.89% |
$220K - $244K
|
40.3K
$2.17M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.5K- 57.41% |
$223K - $248K
|
2.6K
$140K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.51K- 4.9% |
$223K - $248K
|
68.1K
$3.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-3.52K- 0.9% |
$224K - $249K
|
389K
$21M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.55K- 3.73% |
$226K - $251K
|
91.6K
$4.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-3.55K- 38.26% |
$226K - $251K
|
5.73K
$309K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.57K- 9.0% |
$228K - $253K
|
36.1K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.63K- 21.53% |
$231K - $257K
|
13.2K
$714K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.69K- 2.52% |
$235K - $261K
|
143K
$7.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.69K- 9.96% |
$235K - $261K
|
33.4K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.71K- 2.9% |
$236K - $262K
|
124K
$6.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.75K- 12.54% |
$239K - $265K
|
26.2K
$1.41M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-3.82K- 15.43% |
$244K - $270K
|
21K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.87K- 0.87% |
$246K - $274K
|
441K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.9K- 2.93% |
$248K - $276K
|
129K
$6.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3.93K- 70.48% |
$251K - $278K
|
1.65K
$88.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.97K- 18.85% |
$253K - $281K
|
17.1K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.03K- 18.44% |
$256K - $285K
|
17.8K
$960K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.03K- 19.37% |
$257K - $285K
|
16.8K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.04K- 19.72% |
$257K - $286K
|
16.4K
$886K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.05K- 3.72% |
$258K - $287K
|
105K
$5.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.07K- 6.34% |
$259K - $288K
|
60.1K
$3.24M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.07K- 6.34% |
$259K - $288K
|
60.1K
$3.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-4.1K- 3.62% |
$261K - $290K
|
109K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.11K- 51.72% |
$262K - $291K
|
3.84K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.13K- 2.29% |
$263K - $292K
|
176K
$9.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.17K- 1.26% |
$265K - $295K
|
327K
$17.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.24K- 1.33% |
$270K - $300K
|
313K
$16.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.27K- 62.4% |
$272K - $302K
|
2.57K
$139K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.3K- 2.64% |
$274K - $304K
|
158K
$8.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.3K- 5.28% |
$274K - $304K
|
77.1K
$4.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-4.34K- 13.18% |
$277K - $307K
|
28.6K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.37K- 40.27% |
$278K - $309K
|
6.48K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-4.4K- 8.0% |
$280K - $311K
|
50.6K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.44K- 23.82% |
$283K - $314K
|
14.2K
$765K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.46K- 6.15% |
$284K - $315K
|
68K
$3.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.63K- 17.52% |
$295K - $327K
|
21.8K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.67K- 4.44% |
$297K - $330K
|
101K
$5.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.68K- 9.1% |
$298K - $331K
|
46.8K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-4.7K- 2.23% |
$299K - $332K
|
206K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.7K- 6.82% |
$300K - $333K
|
64.3K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.72K- 6.0% |
$301K - $334K
|
73.9K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.8K- 4.11% |
$306K - $340K
|
112K
$6.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.82K- 1.86% |
$307K - $341K
|
254K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-4.9K- 11.91% |
$312K - $347K
|
36.3K
$1.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.92K- 45.86% |
$314K - $348K
|
5.81K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4.93K- 19.03% |
$314K - $349K
|
21K
$1.13M
|