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 |
---|---|---|---|---|---|---|---|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.32KClosed |
$197K - $230K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.33K- 9.8% |
$197K - $231K
|
30.6K
$1.8M
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.36KClosed |
$199K - $233K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-3.36KClosed |
$199K - $233K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.36KClosed |
$199K - $233K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-3.37KClosed |
$199K - $233K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.38KClosed |
$200K - $234K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-3.38K- 1.95% |
$200K - $234K
|
170K
$10M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.4K- 4.86% |
$201K - $235K
|
66.5K
$3.92M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.41K- 2.71% |
$201K - $236K
|
122K
$7.2M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.44K- 14.28% |
$203K - $238K
|
20.6K
$1.21M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.47KClosed |
$205K - $240K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.47K- 30.86% |
$205K - $241K
|
7.78K
$458K
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.49KClosed |
$207K - $242K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.5KClosed |
$207K - $243K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.51KClosed |
$208K - $243K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-3.53KClosed |
$209K - $244K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.53K- 2.99% |
$209K - $245K
|
114K
$6.74M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.54K- 4.35% |
$209K - $245K
|
77.7K
$4.57M
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-3.54KClosed |
$209K - $245K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.55KClosed |
$210K - $246K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-3.56K- 9.04% |
$211K - $247K
|
35.8K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.56KClosed |
$211K - $247K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.57K- 38.09% |
$211K - $247K
|
5.8K
$341K
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.57K- 38.34% |
$211K - $248K
|
5.75K
$338K
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3.59K- 13.34% |
$212K - $248K
|
23.3K
$1.37M
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-3.6K- 51.48% |
$213K - $250K
|
3.39K
$200K
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.6K- 27.39% |
$213K - $250K
|
9.55K
$562K
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.6KClosed |
$213K - $250K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-3.64KClosed |
$216K - $253K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.65K- 7.54% |
$216K - $253K
|
44.8K
$2.64M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.68K- 3.81% |
$218K - $255K
|
93K
$5.47M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.73KClosed |
$221K - $259K
|
0
$0
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.77K- 17.4% |
$223K - $261K
|
17.9K
$1.05M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.77KClosed |
$223K - $261K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.79KClosed |
$224K - $263K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.8KClosed |
$225K - $263K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.8K- 78.75% |
$225K - $264K
|
1.03K
$60.4K
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-3.82K- 50.8% |
$226K - $265K
|
3.7K
$218K
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.84K- 4.45% |
$227K - $266K
|
82.4K
$4.85M
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
SELL
|
- |
-3.84K- 37.75% |
$227K - $266K
|
6.34K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.92KClosed |
$232K - $272K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.96K- 3.81% |
$234K - $274K
|
99.9K
$5.88M
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
SELL
|
- |
-3.98KClosed |
$235K - $276K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.99KClosed |
$236K - $276K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.06K- 3.88% |
$240K - $281K
|
101K
$5.92M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.1K- 1.49% |
$242K - $284K
|
271K
$15.9M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.1KClosed |
$243K - $284K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-4.12K- 25.5% |
$244K - $285K
|
12K
$708K
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4.28KClosed |
$253K - $296K
|
0
$0
|