Purchases and Sales Made in Q3 2021 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-556- 9.45% |
$32.9K - $38.5K
|
5.33K
$313K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-570- 2.45% |
$33.7K - $39.5K
|
22.7K
$1.33M
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
SELL
|
- |
-576- 5.11% |
$34.1K - $39.9K
|
10.7K
$629K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-580Closed |
$34.3K - $40.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-585- 1.06% |
$34.6K - $40.5K
|
54.6K
$3.21M
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-588- 14.55% |
$34.8K - $40.8K
|
3.45K
$203K
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-592- 1.99% |
$35K - $41K
|
29.1K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-592- 0.8% |
$35K - $41K
|
73.5K
$4.32M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-596- 5.58% |
$35.3K - $41.3K
|
10.1K
$592K
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-598- 1.74% |
$35.4K - $41.4K
|
33.8K
$1.99M
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-599- 2.47% |
$35.4K - $41.5K
|
23.7K
$1.39M
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-600- 1.47% |
$35.5K - $41.6K
|
40.4K
$2.37M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-602- 7.58% |
$35.6K - $41.7K
|
7.34K
$431K
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-610- 0.78% |
$36.1K - $42.3K
|
78K
$4.58M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-620- 7.63% |
$36.7K - $43K
|
7.51K
$441K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-626- 14.27% |
$37K - $43.4K
|
3.76K
$221K
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-626- 10.41% |
$37K - $43.4K
|
5.39K
$317K
|
|
Oct 22, 2021
Q3 2021
|
Cambiar Investors LLC
|
SELL
|
- |
-627- 0.09% |
$37.1K - $43.5K
|
731K
$43M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-629- 11.8% |
$37.2K - $43.6K
|
4.7K
$276K
|
|
Oct 22, 2021
Q3 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-630- 13.82% |
$37.3K - $43.7K
|
3.93K
$231K
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-631- 1.41% |
$37.3K - $43.7K
|
44.1K
$2.59M
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-639- 3.63% |
$37.8K - $44.3K
|
17K
$998K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-642- 0.17% |
$38K - $44.5K
|
369K
$21.7M
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-645- 1.88% |
$38.2K - $44.7K
|
33.7K
$1.98M
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-647- 0.67% |
$38.3K - $44.8K
|
96.5K
$5.67M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-650- 9.07% |
$38.5K - $45.1K
|
6.52K
$383K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-662Closed |
$39.2K - $45.9K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-672- 8.52% |
$39.8K - $46.6K
|
7.21K
$424K
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-675- 3.84% |
$39.9K - $46.8K
|
16.9K
$993K
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-675- 3.33% |
$39.9K - $46.8K
|
19.6K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-683- 1.65% |
$40.4K - $47.3K
|
40.7K
$2.39M
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-683- 7.98% |
$40.4K - $47.3K
|
7.88K
$463K
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-697- 1.98% |
$41.2K - $48.3K
|
34.6K
$2.03M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-700- 1.47% |
$41.4K - $48.5K
|
47K
$2.76M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-701- 2.96% |
$41.5K - $48.6K
|
22.9K
$1.35M
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-705Closed |
$41.7K - $48.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-705- 2.39% |
$41.7K - $48.9K
|
28.8K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-709- 9.14% |
$42K - $49.1K
|
7.05K
$414K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-716- 2.6% |
$42.4K - $49.6K
|
26.8K
$1.57M
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-725- 3.32% |
$42.9K - $50.2K
|
21.1K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-725- 14.54% |
$42.9K - $50.2K
|
4.26K
$251K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-725- 6.07% |
$42.9K - $50.2K
|
11.2K
$659K
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-740- 5.99% |
$43.8K - $51.3K
|
11.6K
$683K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-742- 11.53% |
$43.9K - $51.4K
|
5.69K
$335K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-745- 3.06% |
$44.1K - $51.6K
|
23.6K
$1.39M
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-750- 8.33% |
$44.4K - $52K
|
8.26K
$485K
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-750- 11.56% |
$44.4K - $52K
|
5.74K
$337K
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-759- 7.46% |
$44.9K - $52.6K
|
9.42K
$554K
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-776- 8.98% |
$45.9K - $53.8K
|
7.86K
$462K
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-778- 3.59% |
$46K - $53.9K
|
20.9K
$1.23M
|