Purchases and Sales Made in Q3 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 2022. 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 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-634- 13.3% |
$82.4 - $48.7K
|
4.13K
$245K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-639- 11.76% |
$83.1 - $49.1K
|
4.8K
$284K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-640- 7.25% |
$83.2 - $49.2K
|
8.19K
$485K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-641- 1.32% |
$83.3 - $49.3K
|
47.8K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-641- 1.95% |
$83.3 - $49.3K
|
32.3K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-648- 0.48% |
$84.2 - $49.8K
|
135K
$8.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-650- 96.3% |
$84.5 - $49.9K
|
25
$1.48K
|
|
|
Oct 26, 2022
Q3 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-650- 0.62% |
$84.5 - $49.9K
|
104K
$6.16M
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-650- 11.32% |
$84.5 - $49.9K
|
5.09K
$302K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-653- 39.38% |
$84.9 - $50.2K
|
1.01K
$59.6K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-665- 14.49% |
$86.5 - $51.1K
|
3.92K
$233K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-666- 30.14% |
$86.6 - $51.2K
|
1.54K
$91.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-667- 5.68% |
$86.7 - $51.3K
|
11.1K
$656K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-686- 6.04% |
$89.2 - $52.7K
|
10.7K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-692- 11.46% |
$90 - $53.2K
|
5.35K
$317K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-699- 1.89% |
$90.9 - $53.7K
|
36.2K
$2.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-700- 1.05% |
$91 - $53.8K
|
65.9K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-701- 0.62% |
$91.1 - $53.9K
|
112K
$6.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-706- 0.5% |
$91.8 - $54.2K
|
141K
$8.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-709- 2.16% |
$92.2 - $54.5K
|
32.1K
$1.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-710- 9.16% |
$92.3 - $54.6K
|
7.04K
$417K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-714- 3.74% |
$92.8 - $54.9K
|
18.4K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-716- 3.35% |
$93.1 - $55K
|
20.7K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-717- 1.67% |
$93.2 - $55.1K
|
42.1K
$2.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-727- 4.97% |
$94.5 - $55.9K
|
13.9K
$823K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-735- 3.12% |
$95.6 - $56.5K
|
22.8K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-737- 10.92% |
$95.8 - $56.6K
|
6.01K
$356K
|
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-738- 1.58% |
$95.9 - $56.7K
|
46.1K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-745- 18.92% |
$96.9 - $57.2K
|
3.19K
$189K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-749- 1.79% |
$97.4 - $57.6K
|
41.1K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-750- 3.15% |
$97.5 - $57.6K
|
23.1K
$1.37M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-759- 13.69% |
$98.7 - $58.3K
|
4.79K
$284K
|
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-760- 2.7% |
$98.8 - $58.4K
|
27.4K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-762- 6.57% |
$99.1 - $58.6K
|
10.8K
$642K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-769- 16.75% |
$100 - $59.1K
|
3.82K
$227K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-770- 4.14% |
$100 - $59.2K
|
17.8K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-777- 0.49% |
$101 - $59.7K
|
158K
$9.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-785- 2.89% |
$102 - $60.3K
|
26.4K
$1.56M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-787- 1.89% |
$102 - $60.5K
|
41K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-789- 45.63% |
$103 - $60.6K
|
940
$55.7K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-791Closed |
$103 - $60.8K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-799- 0.21% |
$104 - $61.4K
|
382K
$22.6M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-800- 6.31% |
$104 - $61.5K
|
11.9K
$704K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 1.43% |
$104 - $61.5K
|
55K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-800- 21.01% |
$104 - $61.5K
|
3.01K
$178K
|
|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-800- 4.85% |
$104 - $61.5K
|
15.7K
$930K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-800- 2.92% |
$104 - $61.5K
|
26.6K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-809- 5.29% |
$105 - $62.2K
|
14.5K
$859K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-832- 6.15% |
$108 - $63.9K
|
12.7K
$753K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-837- 3.91% |
$109 - $64.3K
|
20.6K
$1.22M
|