Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.6% |
$57.9 - $64.7
|
168
$9.69K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2- 0.05% |
$116 - $129
|
4.01K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2- 0.03% |
$116 - $129
|
5.78K
$333K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.15% |
$116 - $129
|
1.3K
$74.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$174 - $194
|
7.49K
$432K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 0.48% |
$174 - $194
|
625
$36K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$174 - $194
|
43.2K
$2.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-4- 0.02% |
$232 - $259
|
23.8K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.09% |
$232 - $259
|
4.38K
$252K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5- 0.13% |
$289 - $324
|
3.82K
$220K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6- 0.08% |
$347 - $388
|
7.61K
$439K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.6% |
$405 - $453
|
1.16K
$66.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.93% |
$405 - $453
|
742
$42.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-7- 0.16% |
$405 - $453
|
4.4K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-7- 0.4% |
$405 - $453
|
1.76K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7- 1.61% |
$405 - $453
|
427
$24.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9- 0.19% |
$521 - $583
|
4.74K
$273K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-9- 0.03% |
$521 - $583
|
26.5K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 0.99% |
$753 - $841
|
1.3K
$75.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-13- 0.08% |
$753 - $841
|
16.1K
$929K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-15- 0.37% |
$868 - $971
|
4.06K
$234K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15- 60.0% |
$868 - $971
|
10
$577
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-17- 0.02% |
$984 - $1.1K
|
77.7K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17- 0.28% |
$984 - $1.1K
|
6.12K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-20- 5.75% |
$1.16K - $1.29K
|
328
$18.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-24- 0.66% |
$1.39K - $1.55K
|
3.64K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 0.04% |
$1.39K - $1.55K
|
55K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-24- 1.3% |
$1.39K - $1.55K
|
1.82K
$105K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-25- 0.71% |
$1.45K - $1.62K
|
3.51K
$203K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 0.23% |
$1.45K - $1.62K
|
10.9K
$628K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.21% |
$1.45K - $1.62K
|
11.7K
$674K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-26- 0.44% |
$1.51K - $1.68K
|
5.83K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-26- 0.34% |
$1.51K - $1.68K
|
7.68K
$442K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-27- 1.02% |
$1.56K - $1.75K
|
2.63K
$152K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 0.25% |
$1.68K - $1.88K
|
11.5K
$661K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-29- 1.46% |
$1.68K - $1.88K
|
1.96K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 0.96% |
$1.74K - $1.94K
|
3.08K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-31- 0.58% |
$1.79K - $2.01K
|
5.31K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-31- 0.83% |
$1.79K - $2.01K
|
3.7K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-32- 0.87% |
$1.85K - $2.07K
|
3.65K
$211K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-34- 15.04% |
$1.97K - $2.2K
|
192
$11.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-34- 0.87% |
$1.97K - $2.2K
|
3.86K
$223K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-35- 0.57% |
$2.03K - $2.27K
|
6.1K
$351K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-35- 0.13% |
$2.03K - $2.27K
|
26.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 0.28% |
$2.03K - $2.27K
|
12.3K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.49% |
$2.08K - $2.33K
|
7.37K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-37- 1.07% |
$2.14K - $2.4K
|
3.44K
$198K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-38- 0.77% |
$2.2K - $2.46K
|
4.91K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-38- 1.03% |
$2.2K - $2.46K
|
3.64K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-39- 0.46% |
$2.26K - $2.52K
|
8.46K
$487K
|